The platform built for
every stage of your search.
Searcher OS gives you every tool you need to raise capital, build your pipeline, and close your acquisition. One platform built by people who have done exactly what you are doing.
What's included
Everything you need to run your search.
Searcher OS combines purpose-built search tools with AI agents that automate the manual work, so you can move faster and focus on the right opportunities.
Capital raise & investor CRM
Track every investor conversation, commitment, and follow-up in one place. Never lose a thread mid-raise.
Secure data rooms
Share confidential deal documents with investors through a secure, link-controlled data room. With complete control of who can access each data room.
Entity formation & legal automation
Incorporate your search fund, generate subscription docs, and manage your legal filing checklist from day one.
Deal pipeline management
Track every target company from first contact through to deal closing. Custom stages, notes, and deal scoring built for searchers.
Legal document templates
Professionally drafted, lawyer-reviewed templates that save you weeks of back-and-forth at close.
Reporting to investors
Send professional quarterly updates to your investor base with one click. Keep investors informed and engaged.
AI-Powered Capabilities
Engineered with Spellbound Partners
CIM deep extraction
Upload any CIM and AI pulls 70+ structured data fields in seconds: financials, management bios, deal terms, and more.
Opportunity scoring
Every deal in your pipeline gets an AI-generated score based on the CIM contents so you can triage faster and focus on the best fits.
Document classification & routing
Drop any file into SearchSync and AI classifies it, names it correctly, and routes it to the right folder automatically.
Packages
Packages for every stage of your search.
Start pre-raise with Search Starter, add Fund Admin once capital is raised, and add Entity Creation when you formalize your acquisition entity.
Search Starter
Get started pre-raise
For searchers who are just getting started. Manage investor relationships before capital is raised.
- PPM Builder
- Investor CRM
- Search Fund Playbook: raise tips, tool recommendations & templates
- Task Manager
Start your search at no cost.
Available fall 2026.
Fund Admin
Run your active search
For searchers with raised capital and active investors. Reporting, documents, deals, and K-1s in one place.
- Everything in Search Starter
- K-1 generation & distribution
- Shared document vault / data room with investors
- Automated investor reporting: monthly, quarterly, annual, budgets & pipeline updates
- Company & target pipeline tracking
Operational tools for your active fund.
Available fall 2026.
Entity Creation
Add-onFormalize your entity
Fully automated entity formation and banking setup, with no direct lawyer engagement required.
- Fully automated entity creation & banking setup
- No direct lawyer engagement
- Cap table & corporate structure setup
- SearchSync onboarding session
- Referral rebate: refer another searcher who signs up within 30 days
Paid in two installments: one to start, the balance once your entity and banking are live.
A future annual maintenance & compliance add-on will be available.
Includes your first month of Fund Admin free
Power Outreach
Available Late 2026 AI-poweredA fully managed prospecting agent
A fully managed, customizable prospecting agent that runs your outreach end-to-end, from building the list to tracking every reply.
- ✦ Automated prospect list generation & enrichment: public data plus your own sources
- ✦ Prospect evaluation against your custom criteria
- ✦ Automated outreach & follow-up
- ✦ Omnichannel contact tracking: email, phone & text
Annual & monthly options at launch.
Want to see it in action first?
Book a focused 30-minute demo and we will walk you through exactly how Searcher OS fits into your workflow.
Book a demo