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Search Management

Manage Every Search From Intake to Placement

Search management that eliminates the spreadsheets, email chains, and tool-switching that slow your searches down. One platform for research, sourcing, and search management.

Included for all Verata subscribers — no feature tiers

Verata Search Management

Your ATS Wasn't Built for Executive Search

Generic applicant tracking systems were designed for high-volume recruiting, not retained search. You've been adapting tools built for a different workflow — and the gaps show up in every search.

“Where's the latest candidate list?”

Spreadsheets emailed back and forth with no single source of truth

“What did the client say about this candidate?”

Interview feedback buried in email threads and meeting notes

“Can you put together a board deck?”

Hours of copy-pasting from multiple systems into PowerPoint

“Did we document the search process?”

Compliance documentation assembled retroactively under time pressure

What's Included

Search management designed from the ground up for retained executive search.

Set Up Searches in Minutes

Capture the company, role, requirements, and stakeholders in a structured search from the start — no spreadsheet setup, no template wrangling.

  • Structured search setup: role, requirements, and stakeholders
  • Build scorecards from your requirements
  • Link searches directly to company intelligence in Verata
  • Template library for common search types

Candidate Pipeline

Track candidates from sourced to placed with a pipeline built for executive search — not a generic ATS — with each candidate's full Verata profile attached.

  • Kanban pipeline: Sourced, Qualified, Presented, Interview, Offer, Placed
  • Evaluate candidates against your search scorecard
  • Side-by-side candidate comparison on any criteria
  • Client-ready candidate reports generated from your pipeline

Interview Feedback in One Place

Keep every round's feedback structured and visible across interviewers — strengths, concerns, and open questions — instead of buried in email threads.

  • Structured interview feedback across rounds and interviewers
  • Tag themes: strengths, concerns, and open questions
  • Spot conflicting signals that need resolution
  • Full audit trail of interview notes and evaluations

Documentation for Governance Review

Generate search documentation and candidate reports when you need them. Every search stays documented — no last-minute scrambles before board meetings.

  • Board deck generation with candidate summaries
  • Search process documentation for governance review
  • Complete search audit trail from intake to placement
  • Export to PDF, PowerPoint, or Excel
  • Custom report templates for different client requirements

Start Managing Searches Today

Research, source, track, and place — all from one platform. Search management is included for all Verata subscribers.

Minutes

To set up a structured, launched search

$0

Additional cost — included for every subscriber

1 click

Board-ready decks and audit documentation

Start Managing Searches Today

Research, source, track, and place — all from one platform. Search management included for all subscribers.

Included for all subscribers — no feature tiers

Frequently Asked Questions

Yes. Search management is included at no additional cost for all Verata subscribers. No feature tiers, no per-search charges.

For executive searches, yes. Verata's search management is purpose-built for retained search — not a generic applicant tracking system adapted for executive placement. If you're using Invenias, Thrive, or spreadsheets to track searches, this replaces all of them.

Verata doesn't connect to third-party ATS or CRM systems — by design. Search management is native, so most firms replace their separate ATS rather than wire one up. When you need data elsewhere, Excel and CSV exports cover it.

Search management is included at no additional cost for all Verata subscribers — no feature tiers, no per-search charges. Platform pricing is scoped to your firm; schedule a conversation and we'll put a concrete proposal in front of you.