Find your plan
Find the products that are the right fit for your team.
Answer two or three questions and we will point you at the right combination.
A dedicated LP view, where LPs see their own positions across the funds they are invested in, is on the roadmap and not yet scheduled. Today LPs are managed inside Portfolio operations by the fund they invest in.
Every product
One platform for the whole search fund ecosystem
Start with one and add the rest as your search or your portfolio grows. Everything runs on one platform and shares the same records.
For investors
Backing searchers and running the funds behind them.
Search fund manager
Beta September 2026Know where every searcher stands and how much capital you have committed, without digging through email threads and spreadsheets.
- Searcher CRM
- Capital tracking
- Automated PPM data extraction
- Opportunity data rooms
Portfolio operations
Beta September 2026Real-time visibility into portfolio performance, with LP reporting and tax season handled from one authoritative record of every entity and investment.
- Entity and LP management
- Investment record
- Analytics
- LP reporting
- Tax preparation
For searchers
Raising a fund, forming the entity, and finding a company.
Search fund formation
Fall 2026Streamline the administrative and legal steps involved in formation of your fund with a managed and trusted process.
- Entity creation and EIN
- Banking setup
- Investor agreements
Search starter package
Fall 2026The raise materials investors expect, designed from tested searcher playbooks.
- PPM builder
- Search playbooks
- Investor CRM
- To-dos per investor
Power outreach
Coming soonWe find off-market companies that match your search criteria, so you can build strong relationships instead of being a face in a crowd.
- Target sourcing
- Managed outreach
- AI deep company research
For operators
Running the company after close.
Fund admin
Coming soonReport to your investors straight from the system that already holds your numbers.
- Investor reporting
- Shared data room
- Carries through close
Pricing is shared on a call so we can match you to the right combination. Book a demo and we will walk you through it, or join the beta for early access.