Source / Search fund CRM
When your pipeline lives in Excel, conversations stay in your inbox and diligence sits in a separate room, checking a deal's status means piecing the story back together. SearchWare keeps contacts, documents, decisions and follow-ups connected to the same opportunity, from the first introduction through close.
14 days free for first-time customers. No credit card required.
The contact, source and relevant conversations stay connected to the deal.
An assigned to-do makes the follow-up visible alongside the opportunity.
Keep the reasoning so the next review starts with what you already learned.
Specific tools for the decisions and follow-through your search depends on.
Move opportunities through sourcing, interest, NDA, management meeting, LOI, diligence and close. Switch between a visual board and a sortable list with financial figures, deal activity and offer context.
See where the search stands without reconstructing it from a spreadsheet and your inbox.
Keep brokers, owners, lenders, QoE providers, lawyers, investors and industry experts in searchable contact records. Add notes, tags and custom fields, then connect people to their deals and conversations.
Remember who knows the business, who made the introduction and who can help move it forward.
Import contacts from CSV or Excel, map the columns and review the records before importing. Use the downloadable template when you are starting a new list.
Start with the network you have already built instead of re-entering it one contact at a time.
Record a reason when you pass or archive a deal, add the context and set an optional revisit date. A dedicated view brings opportunities due for another look back into focus.
Avoid redoing an old evaluation, and remember when changed circumstances might make a business worth revisiting.
Today brings together meetings, screening progress, tasks and recent activity. It surfaces quiet deals, legal follow-ups, approaching exclusivity deadlines and overdue diligence requests.
Begin the day with the decisions and follow-ups that need an operator's attention.
Create to-dos linked to deals or portfolio companies, with assignees, due dates, priorities and comments. Use deal task lists and subtasks for work that needs a repeatable sequence.
Turn a good conversation into a clear commitment about who does what next.
Read comments, emails, meetings, stage changes, document uploads and portal activity in one deal timeline. Keep your deal team and working context alongside the opportunity.
Prepare for a call or bring a teammate up to speed without assembling the story from separate tools.
Track deal sources, reasons for passing, stage progression, time in stage and offer activity. Open the underlying deals from the charts to investigate what is driving the pattern.
See which channels create progress, where deals stall and how your search criteria play out in practice.
IN YOUR WORKDAY
Add or import the broker, record the introduction and connect the contact to the opportunity. Keep the originating source with the deal.
Review the deal context, move it to the right stage and assign the follow-up. Today brings the next meeting and open work back into view.
Advance the deal with its history intact, or record why you passed and when to revisit. Use your source and stage analytics to refine the next round of sourcing.
BEFORE YOU START
SearchWare organizes your sourcing relationships and the opportunities you bring into the workspace. You can drop CIMs or forward broker emails for screening. It is not a proprietary business-for-sale database or an autonomous prospecting service.
Yes. Import contacts from CSV or Excel, map your columns and review the records. You can retain names, firms, contact details, contact types, notes and tags, then add custom contact fields for your firm's process.
Record a pass or archive reason, add a note and optionally set a revisit date. The deal remains part of your search history, and a due-for-revisit view helps you find opportunities you intended to reconsider.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.