Getting Started with Searcher OS

Welcome! This guide will walk you through setting up your account and finding your first deals.

A full 30-minute walkthrough of how to get the most out of Searcher OS: buy boxes, the deal feed, AI analysis, and your pipeline. Prefer to read? The steps below cover the essentials.

Complete Your Profile

After signing up, you'll be prompted to complete your profile. This helps us personalize your experience.

Full name and location
About you (a short bio used in broker outreach and NDA emails)

Define Your Buy Box

Your Buy Box is your acquisition criteria. Deals matching these filters will appear in your feed.

Price Range: Min/max asking price (e.g., $800K - $5M)
Cash Flow Range: Target SDE / cash flow (min and max)
Locations: States or metro areas
Industries: Preferred / target sectors

Review Your Deal Feed

Head to the Deal Feed to see listings matching your criteria. Start triaging deals.

For each deal, you have two primary actions plus an optional one:

Save: Move it to your pipeline for further review
Archive: Dismiss a deal you're not interested in. One click, no reason required, and you can restore archived deals later.
Ask Mark (optional): Save the deal and ask Mark to request the CIM for you.

Deals you neither save nor archive simply stay in your feed.

Manage Your Pipeline

Saved deals appear in your Pipeline. Move them through stages as you progress.

Standard Pipeline Stages:

Interested
NDA Signed
CIM Review
Conversations
LOI
Due Diligence
Closed
Dead

Moving a deal to Dead asks you for a kill reason, so you can track why deals fell through.

Upload and Analyze CIMs

When you receive a CIM, upload it for AI-powered analysis.

The CIM analyzer extracts:

Revenue, EBITDA, and SDE
Location and employee count
Key risks and opportunities
Financial trends and ratios

Ready to dive deeper?

Advanced Buy Box Configuration Pipeline Best Practices CIM Analysis Guide Contact Support