Operate / AI assistant & workspace
Search fund operators spend much of the day finding context, preparing follow-ups and coordinating people. SearchWare's assistant works with connected email, calendars, contacts and meetings, while the workspace gives your firm shared defaults, team roles and control over AI usage.
14 days free for first-time customers. No credit card required.
Use connected email and meeting context available to your account.
Review and edit the message before it leaves your inbox.
The assistant's send action waits for your approval.
Specific tools for the decisions and follow-through your search depends on.
Ask the assistant to search connected Gmail, read a thread, look up a contact or find a meeting. It can also create or update contact records. Meeting results respect the context you are allowed to see.
Get to the relevant conversation before you write the next message or join the next call.
Create an editable Gmail draft, reply or forward with the assistant. Sending requires your approval, and the message remains available to review first.
Move from remembering a conversation to preparing a response while keeping the final wording under your control.
Check Calendar availability and prepare an event. Review the event details and attendee information before approving its creation.
Handle the scheduling work around a deal without handing over control of the invitation.
Invite teammates with Owner, Admin, Member or read-only Viewer roles. Use shared deal records, assigned work and team conversations to coordinate the search.
Give partners and analysts a common working context with editing access appropriate to their role.
Set your buy box, underwriting defaults, contact fields, diligence templates and NDA templates. Add your firm's branding and legal details where the workflow uses them.
Carry a consistent acquisition process across deals without rebuilding the starting point each time.
Start with the plan's platform-AI allowance or add your firm's supported Anthropic, OpenAI or Google provider keys. Admins can manage and test the configured keys.
Choose the AI setup that fits how your firm works and pays for model usage.
Review monthly platform-AI spend against the plan allowance. Bulk and background AI work can pause when that allowance is used; your own-key usage is billed by your provider.
Understand the AI resources supporting the search instead of treating them as an invisible cost.
Configure the assistant's writing and meeting guidelines, default meeting link and instructions. Keep chat threads for work you want to return to, and choose your personal notification preferences.
Give the assistant your working preferences and choose how you hear about workspace activity.
IN YOUR WORKDAY
Ask for the relevant email thread, contact or meeting context from the services and records available to you.
Have the assistant draft the follow-up or prepare a calendar event using your instructions and preferences.
Check the recipient, wording or event details. Approve the send or event creation when you are ready to take the action.
BEFORE YOU START
The assistant's send-email and create-calendar-event actions require approval. You can review and edit the message or event details before approving. Searching connected records and preparing a draft are separate from sending it.
No. Plans include a monthly platform-AI allowance. You can add supported provider keys if your firm prefers its own AI account; that usage is billed by the provider and is not metered against SearchWare's platform allowance.
Yes. Team roles separate workspace administration from day-to-day work. Members can work on records and use AI features, while Viewers are read-only. Owners and Admins manage the applicable team, billing and workspace settings.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.