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Average Ratings 0 Ratings
Description
AgenticPM is a specialized AI platform tailored for the private markets, featuring dedicated agents for private equity firms, transaction advisory teams, and investment banking professionals. Its Deal Scout component helps in identifying and assessing potential targets, mapping out markets, and enhancing target lists with valuable insights. The Deal Advisor function focuses on scrutinizing deal documents, facilitating thorough due diligence, and assisting in the development of investment cases and investment committee memos. Meanwhile, the Portfolio Monitor keeps an eye on the performance and risks associated with portfolio companies, and the Exit Advisor aids in planning for exits and conducting valuation analyses. Additional agents provide support in various areas, including commercial, financial, operational, technology, and restructuring due diligence, as well as managing workflows related to buy-side, sell-side, origination, and capital markets. The platform excels in analyzing critical company and deal information and can seamlessly integrate enhanced target data into a CRM system. AgenticPM is crafted to streamline processes for deal sourcing, due diligence, portfolio management, and exit strategies. Users are encouraged to take advantage of a complimentary trial or arrange a demonstration to explore the platform's capabilities. This approach allows potential clients to fully understand how AgenticPM can address their specific needs in the competitive landscape of private markets.
Description
Searcher OS serves as a comprehensive web-based platform designed for deal sourcing and acquisition workflows tailored specifically for entrepreneurs, search funds, independent sponsors, and small private equity teams focused on acquiring small businesses. It aggregates business-for-sale listings from various marketplaces and brokerage sites, efficiently aligning opportunities with the specific criteria outlined by potential buyers. Users can seamlessly oversee their deals, manage broker communications, and track tasks within a structured pipeline; they also have the capability to review confidential information memoranda (CIMs) with the assistance of AI technology and simulate SBA loan payments along with debt-service coverage scenarios. With an MCP connection, compatible AI systems can interact with deal and pipeline data to enhance user experience and decision-making. Additionally, the Off-Market Outreach add-on empowers users to identify business owners, conduct in-depth research on companies, and create customized email drafts directly from a linked mailbox. Buyers have the option to approve messages or activate automated sending after conducting thorough quality checks, with responses effectively halting any follow-up sequences. Searcher OS provides users with the flexibility of a free plan alongside various paid subscription options, catering to different needs and preferences in the acquisition process. This platform not only streamlines the buying journey but also fosters a more efficient communication process between buyers and sellers.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Screenshots View All
No images available
Integrations
Claude
Yes
ChatGPT
No
Gmail
No
Model Context Protocol (MCP)
No
Integrations
Claude
Yes
ChatGPT
Yes
Gmail
Yes
Model Context Protocol (MCP)
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$79/month
A free plan is available. Paid platform subscriptions start at $79 per month, and paid plans include a 7-day free trial. Off-Market Outreach is a separate paid add-on.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Agentic Private Markets
Founded
2025
Country
United States
Website
www.agenticprivatemarkets.ai/
Vendor Details
Company Name
Searcher OS
Founded
2025
Country
United States
Website
searcheros.ai