Post-acquisition operations,
simplified.
Operator OS continues your Fund Admin setup after close: investor reporting, K-1s, your data room, and post-acquisition cap table management. Turned on as an opt-in at closing, and available directly to operators.
What's included
Everything a post-acquisition operator needs.
Operator OS picks up where Fund Admin leaves off at close: the same reporting and document tools, upgraded for the company you now run, plus AI agents that handle the reporting and document work.
Continuation of Fund Admin
Everything from your searcher Fund Admin carries over: investor reporting, K-1 generation & distribution, and your shared document vault / data room.
Upgraded investor reporting
Financial summaries, KPI dashboards, and budget-vs-actual reporting built for a company you now operate.
Post-acquisition cap table management
Track debt, seller notes, rollover equity, vesting searcher equity, option pools, and waterfall modeling.
AI-Powered Capabilities
Engineered with Spellbound Partners
Cap table extraction
Upload your existing cap table in any format and AI converts it into a clean, structured record. No manual re-entry.
AI quarterly report narratives
Generate professional investor-ready quarterly report narratives from your live financial data with a single click.
Financial document processing
Upload P&Ls, balance sheets, or bank statements and AI extracts and categorizes the key figures directly into your dashboard.
Document classification & routing
Every document you upload is automatically classified and filed in the right place: legal documents, financial statements, and investor updates.
Capabilities
Capabilities available to every operator.
Turned on as an explicit opt-in at closing (not automatic) and available directly to operators.
Future ideas
- ✦ Board pack builder: quarterly materials, with minutes, resolutions & consents storage
- ✦ Distribution management
- ✦ Exit Module: a future one-time module with sale-process data room, waterfall execution & final K-1s
Want to learn more about Operator OS?
Book a demo and we will walk you through Operator OS and how it connects to the rest of the SearchSync platform.
Book a demo