Close / Diligence portal & data room
A separate data room can leave files in one place, the request list in a spreadsheet and the latest answers in email. Launch SearchWare's Diligence Portal from the deal to keep seller requests, shared documents, workstreams and deadlines connected to the acquisition you have already evaluated.
14 days free for first-time customers. No credit card required.
Bring everyone to the finish line.
Follow the full acquisitionSpecific tools for the decisions and follow-through your search depends on.
Launch a dedicated portal from the deal with your firm name and logo. Invite sellers and advisors into a workspace organized around the transaction.
Give counterparties a professional, consistent place to participate in the acquisition.
Organize QoE, legal, technical and other diligence efforts into workstreams with owners, statuses and update threads. Reuse diligence templates to start with your firm's process.
Keep parallel advisor work coordinated without flattening every task into one long checklist.
Create a document request with details, a due date and a counterparty assignee. Track it from pending to uploaded to approved, or return the upload for more work.
Know the difference between a file arriving and a diligence request being satisfied.
Keep deal documents team-only until you choose to share them with the portal. Search and organize shared files, with portal roles and applicable financial-document and download controls.
Separate your internal deal work from the material you intend counterparties to see.
Track milestones, meetings and deliverables in an agenda with overdue and upcoming work. Mark milestones complete and keep request due dates visible.
Give the team a common view of the work that has to happen before the next deadline.
Assigned request emails and due-date reminders point counterparties back to the work. The portal dashboard highlights uploads, reviews and changes that need attention.
Help participants find their next action without maintaining another chase list.
Use portal messages for transaction conversations, with unread cues and notification preferences. Review workstream updates and an admin activity log with filters and CSV export.
Keep the explanation behind a request or upload connected to the diligence process.
Create a collection link for a specific list of missing documents, with named recipients, an optional expiry and activity tracking. Use a full portal when the transaction needs coordinated workstreams.
Give the seller a clear way to provide early information without setting up the whole diligence process first.
IN YOUR WORKDAY
Launch from the deal, use your diligence template and invite the relevant participants. Decide which existing documents to share.
Create workstreams, requests and milestones. Give counterparties specific deliverables and due dates, with progress visible to the team.
Review uploads, approve completed requests or ask for more information. Keep the discussion, status and next deadline in the same transaction workspace.
BEFORE YOU START
No. Deal documents are team-only until you share them with the portal. External participants, including external portal admins, can see only shared documents. Files uploaded to fulfill portal requests are shared as part of that request workflow.
Yes. Invited participants with the appropriate access can upload documents for requests and use the portal's conversations. Read-only viewers cannot upload or send messages. Portal admins manage workstreams, milestones and request review.
No. A document collection link lets you request a defined list of documents before you need the full portal. The portal is useful when the deal needs multiple workstreams, participants, deadlines and review decisions.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.