Operate / Portfolio operations
Becoming the owner should not mean starting the record over. SearchWare carries the closed deal into a company workspace with the people, financials, ownership records and transition work you need as you step from searcher into operator.
14 days free for first-time customers. No credit card required.
Oct 2026–Sep 2027 · Illustrative post-close reporting
Own the business. Keep the context.
Follow the full acquisitionSpecific tools for the decisions and follow-through your search depends on.
Convert a closed deal into a portfolio company and complete guided setup for company details, key people, financial baseline, investors, ownership and insurance information.
Keep the acquisition context connected as your attention turns to running the business.
Generate and edit a plan using the company and deal context, covering pre-close preparation, Day 1, the first week and the first 100 days.
Start the transition with a practical draft you can adapt to the business and your judgment.
Keep company-linked to-dos alongside the transition plan, with assignments, due dates and completion status.
Connect the plan to the work that needs to happen after the announcement.
Record monthly, quarterly or annual financial periods and review a P&L grid, revenue and EBITDA charts, and available trailing figures.
Keep the numbers you are tracking in the same workspace as the business context.
Maintain investor commitments, capital called, distributions and cap-table entries. Record investment metrics such as valuation, MOIC and IRR alongside those records.
Make the ownership information easy to find when you need to prepare an update or review your records.
Keep employee roles, key contacts and company information together, with meeting context and relevant documents close at hand.
Build a useful working record of the organization you are taking responsibility for.
Keep a categorized register of company documents. Ask questions using the available company, financial, people and ownership context in the portfolio workspace.
Keep track of the company's records and use its working context without repeatedly assembling the background.
Review company cards and aggregate financial figures, then open the individual business for its operating, ownership and transition records.
Keep each company's story accessible as your portfolio grows.
IN YOUR WORKDAY
Convert the closed deal and complete the company setup with the information you will need as the new owner.
Generate an initial plan, review it against the reality of the business and add the company to-dos that put it into practice.
Maintain financial periods, people, documents and ownership information as you learn the business and work through the transition.
BEFORE YOU START
You can convert the closed deal into a portfolio company and keep it linked to the acquisition context. Guided setup adds the company, financial, people and ownership information needed for the operating phase.
The portfolio workspace stores cap-table information and recorded investment metrics. Entered return figures such as IRR and MOIC are shown as recorded; they are not automatically calculated from the portfolio cap table.
It organizes your company financial records, people, ownership, documents and transition work. Financial periods are entered in the workspace; a live accounting or payroll integration is not part of the capabilities described here.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.