Deal sourcing. AI scoring. Pipeline management. Financial modeling. Relationship CRM. Email intelligence. A proactive AI agent that knows your entire search. All in one platform — purpose-built for acquisition entrepreneurs.
Broker sites. Inbox threads. Spreadsheets. Generic CRMs. Homemade models. Every piece lives somewhere different — and you're the integration layer. It's costing you deals and burning your time.
Dozens of broker sites, email blasts, referrals, and proprietary outreach — each requiring separate logins, separate tabs, and manual copy-paste. And your best deals? They come from relationships, not listing sites. SearchPort gives you an aggregated deal feed, but it's fully source-agnostic — bring your own deals from anywhere and manage them all in one place.
Your acquisition criteria exist nowhere in software. Every deal gets evaluated informally, inconsistently, and from memory. Good deals get buried under volume.
Traditional CRMs are designed around a customer sales pipeline — lead to close. Acquisition search is a fundamentally different workflow with different stages, different data, and different relationships. It deserves its own purpose-built tool, not a repurposed sales funnel.
Every promising deal requires the same ritual — pull the CIM data, build a model from scratch, stress-test the DSCR, format it for your lender. By the time you've modeled three deals, four more have arrived. The bottleneck isn't sourcing — it's analysis.
Most platforms bolt a chatbot onto a database. SearchPort was designed AI-first — every entity, every workflow, every data point is accessible to Beacon, a context-aware agent that understands the full picture of your search.
It knows everything you know.
Beacon has real-time access to your entire platform — pipeline deals, financial models, contacts, companies, email threads, acquisition thesis, and your complete interaction history. Ask it "have I seen any HVAC deals from this broker before?" and it actually knows.
It doesn't just answer — it acts.
Tell Beacon to log a call, update a deal status, draft a follow-up email, adjust your acquisition criteria, or build a financial model from a CIM. It has write access to the same data you do — it's not a read-only search tool.
Trained on what matters to you.
Beacon draws on a curated knowledge base of SBA 7(a) and 504 lending guidelines, SME acquisition best practices, deal structuring norms, and valuation benchmarks. Ask it about DSCR requirements, seller note standby periods, or working capital pegs — and get real, sourced answers.
Browse the consolidated deal feed from 100+ active brokers. Every listing shows bankability, DSCR, multiple, and your match score before you click in. Spot a fit — add it to your pipeline in one click.
Define your acquisition criteria once — revenue, industry, geography, margins, deal size. Set hard gates that auto-disqualify non-starters. Every deal you encounter is scored against your thesis before you see it.
A purpose-built CRM for acquisition professionals. Track deals through 10 acquisition stages — from needs_review to LOI to won. Every deal linked to contacts, companies, email threads, financial models, and CIM documents.
Every account gets a dedicated @searchport.ai address. Forward any email — a CIM, broker blast, term sheet, or any deal-related message — and SearchPort's AI handles the rest automatically.
Not a simplified calculator. A real three-statement pro forma — P&L, balance sheet, and cash flow — with SBA 7(a) terms, seller notes, earnout schedules, working capital projections, real estate terms, and MACRS depreciation. Export a 9-tab bank-ready Excel workbook with linked formulas or a formatted PDF investment memo.
A live command center for your entire search — pipeline KPIs, needs-attention alerts, velocity tracking, and AI-generated deal analysis grounded in the actual financials. Delivered as a formatted report with one click.
Beacon works while you don't. Every morning it reviews your pipeline, checks your models, scans the deal feed, and surfaces what matters — so you open SearchPort and your to-do list is already written.
Define your acquisition criteria once — revenue range, industry, geography, deal size. Set hard gates that disqualify automatically. SearchPort scores every deal it encounters against your thesis, so the signal is always filtered before you see it.
Browse broker listings pre-scored against your thesis. Every deal in the feed shows bankability, DSCR, multiple, and your match score at a glance. New listings scored and surfaced every morning — no manual checking.
A broker emails you a CIM. You forward it to your @searchport.ai address. Within minutes: the AI reads the document, extracts revenue, EBITDA, margins, and asking price — even from messy, inconsistent small business CIMs. It creates a deal record, links it to the broker's contact, scores it against your thesis, and seeds a financial model with the extracted data. What used to be an afternoon of data entry is done before you finish your coffee.
A full three-statement pro forma, Sources & Uses, debt schedule, sensitivity table, and rich financial charts — all computed in seconds. Every number is calculated by the SearchPort Financial Engine, generating deterministic outputs from your inputs. No AI guesswork, no hallucinated projections — just clean math you can trace, audit, and defend. The Excel export is a 9-tab workbook with linked formulas, IB/PE formatting conventions, and cross-sheet references. Hand it to your lender or advisor and they'll think you hired an analyst.
SearchPort generates a consistent, structured intelligence brief for every deal in your pipeline — same format, same rigor, every time. Each brief is written by Beacon, grounded in the actual CIM data and financial model. Every insight is sourced from your deal data — not hallucinated from generic web scrapes. Beacon cites what it knows and flags what's missing.
SearchPort's AI isn't a search bar. It's a fully context-aware assistant that can do anything you can do in the platform — faster. Query your pipeline. Log a call. Draft a follow-up. Adjust your model. Compare two deals. All from one conversation window.
Most tools wait for you to ask. Beacon works while you're sleeping. Every morning, Beacon reviews your pipeline, checks your models, scans the deal feed, and surfaces what matters — model warnings, deal proposals, stale pipeline flags, and email follow-ups. Open SearchPort and your to-do list is already written.
SearchPort's AI draws on a curated knowledge base of SBA 7(a) and 504 lending guidelines, SME deal structuring norms, valuation benchmarks, and acquisition best practices. It's not a generic chatbot — it's a specialist.
A combined suite of tools tailor-made for acquisition professionals, leveraging the power of AI. Built by a searcher and small business operator who ran the process firsthand — and it shows in every design decision.
Deal feed, thesis scoring, pipeline CRM, financial modeling, document intelligence, and AI — all connected, all speaking the same language. No more copy-paste between tools.
Intelligence isn't a feature layer — it's the foundation. Every workflow, from scoring to modeling to communication, is designed around AI from the ground up. The AI has full context of your entire search.
SearchPort was created by an active searcher and small business operator who lived the fragmented process. Every design decision reflects a real workflow problem — not a theoretical one.
"We built SearchPort because we were running a real acquisition search — 40+ deals across 12 broker sites, a CRM that didn't understand acquisitions, and a collection of spreadsheet models that never talked to each other. Every week we spent more time organizing than analyzing. So we built the tool we wished existed — and it changed how we work."
We're onboarding search funds and independent sponsors for the private beta. Tell us about your search and we'll get you set up.
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