Close / Offers, NDAs & legal workflow
Keep the offer, the model and the legal work connected. Turn a saved scenario into an IOI or LOI, prepare NDA drafts and track the revisions, deadlines and signed evidence that move an acquisition forward.
14 days free for first-time customers. No credit card required.
Original terms stay available after a revision. Earnout capped at $360,000.
Preserve v1. Revise exclusivity from 60 to 45 days and extend the earnout window from 12 to 24 months.
LOI v2 · revision of v1Fictional offer history. No offer sent, acceptance recorded or signature requested.
Keep the offer moving.
Follow the full acquisitionSpecific tools for the decisions and follow-through your search depends on.
Create an IOI or LOI from saved underwriting. SearchWare locks the scenario used for the offer so the terms retain their analytical basis as the deal develops.
Keep the proposed terms connected to the case you evaluated.
Work through price, financing and seller consideration in the offer. Compatibility checks flag structural issues and block identified SBA-incompatible terms before letter generation or sent status.
Review whether the offer as written matches the financing assumptions.
Generate a Word draft using the offer's terms and your firm's letterhead. Required legal fields must be completed before the letter can be recorded as sent.
Reduce the need to re-enter terms into a separate draft.
Track drafts, sent offers, counters, acceptance, declines, expiry and withdrawal. Prepare a revision while retaining the earlier offer in the deal's history.
Keep a clear record of how the proposed deal changed.
Keep exclusivity dates and a countdown with the opportunity. Recording an accepted LOI prompts the move to Under LOI and the next step of launching a diligence portal.
Make the next deadline and the next phase visible.
Use your organization's default NDA template or the SearchWare starter. Fill the required fields, review and edit the wording, then save a branded Word draft with its drafting details.
Prepare the agreement while keeping review and wording in your hands.
AI legal review can highlight key terms, potential concerns, missing protections and unusual clauses in an NDA, LOI or purchase agreement, with a buyer's list of discussion points.
Bring specific questions to your attorney's review.
Record the signing date and signed copy or execution note. Track follow-up and expiry dates, review document history and use pipeline filters to find agreements that need attention.
Keep the legal milestone and the evidence behind it together.
IN YOUR WORKDAY
Review the acquisition scenario, save it and use it to prepare an IOI or LOI with the proposed price and structure.
Check compatibility, complete the required fields and generate the Word letter for your review and counsel's input.
Record responses and revisions, track exclusivity and retain signed evidence as you move into diligence.
BEFORE YOU START
An offer starts from a saved, unchanged underwriting scenario, which becomes locked as its analytical basis. The generated letter uses the offer's terms rather than the deal's asking price. If terms change, you can prepare a revision while retaining the earlier offer history.
Yes. You can prepare an NDA using your organization's default template or the starter, review and edit the text, and save a Word draft. AI legal review can surface concerns and discussion points from NDAs, LOIs and purchase agreements. Both support your work with counsel and do not replace legal advice.
No. SearchWare prepares drafts and tracks the agreement's lifecycle; it does not provide electronic signatures or transfer funds. You record outcomes and execution details, attach a signed copy or execution note, and track the follow-ups and milestones around the transaction.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.