FAQ
Yes. Everything in your workspace is yours alone — the companies you import or create, plus every note, rating, status, contact, document, and financial you add. No other user can see them, and isolation is enforced in the database itself, not just in the app. See Security & privacy for how.
That's the intended way to work. Connect Claude — or any MCP-capable assistant — to your workspace, and it can run SoloSearcher's 38 built-in diligence skills: valuation, earnings quality, owner assessment, lender cashflow, and the rest. You can add prompts of your own alongside them.
We don't run the analysis; your agent does, on your own AI subscription — and what comes back is saved onto the company record, so analysis accumulates on the company instead of scattering across chat windows. See Connect your AI for setup and what a connection can see and do.
SoloSearcher's company universe comes from public PPP loan records, so the payroll anchor reflects what each company reported then — it's a durable snapshot of real businesses, not a live feed. Anything you add or correct on a company in your workspace is instant. See Understanding the data for the full method.
The source universe starts from public PPP loan records — nearly ten million American businesses — but we deliberately don't include all of them. A majority of PPP borrowers were individuals: freelancers, contractors, gig workers. Real people, but not operating businesses a buyer could acquire.
A company makes the cut when any of three things is true: it has real staff (three or more employees), its estimated owner earnings clear $50k a year, or it's a professional practice — medical, dental, legal, accounting, insurance, financial advisory — which we include all the way down to solo, because books of business are genuinely bought and sold. The result is a dataset of businesses someone could actually buy, not a phone book. See Understanding the data for how the estimates behind that screen are built.
There's no bulk export button yet. In the meantime, a connected AI can read anything you can see and assemble it however you like — and if you need a full export, email us and we'll get it to you.
Nothing. The CRM is free for searchers — not a free tier with a paid plan above it, and not a trial that ends. There are no seats or feature bundles, and there is no card to enter. The target-list search and CRM are both part of the free searcher product.
Registration is open: create a free account on the SoloSearcher sign-up page. There is no plan to choose and no card to enter.
Want to see the data first? Run a search without an account — set a territory, industries, and financial bands and see how many companies match before you sign up.