Product
One deal file, twelve connected sections
Each acquisition gets a persistent workspace. Data entered once flows through normalization, valuation, scoring, and the final report — no re-keying between spreadsheets.
Open a workspaceWorkspace
What lives in each section
Overview
Summary metrics, revenue and EBITDA trend, Deal Score gauge, strengths, top risks, missing information, and recommended next actions.
Financial Analysis
Annual and monthly statements with gross margin, EBITDA margin, net income, cash flow, seasonality, YoY growth, and reconciliation variance flags.
EBITDA Adjustments
Add-back register with category, seller vs. buyer-accepted amounts, recurrence, supporting document, confidence, and a reported-to-normalized bridge.
Valuation
Low/base/high scenarios across EBITDA multiple, revenue multiple, DCF, and comparables, with equity required, debt service, DSCR, and cash-on-cash.
Customers
Largest-customer concentration, recurring and contracted revenue, revenue mix, and contract assignability observations.
Risks
Financial, customer, legal, tax, operational, employee, technology, transaction, and regulatory risks with severity, likelihood, evidence, owner, and status.
Documents
Private data room supporting PDF, Excel, CSV, Word, and images with categories, processing status, and signed download links.
Seller Questions
Generated and manual diligence questions with rationale, related risk, assignee, seller response, and resolution tracking.
LOI Terms
Recommended price, cash at closing, seller note, earnout, working capital, escrow, exclusivity, contingencies, noncompete, and transition terms — each with reasoning.
Report
Investor-ready diligence report with executive summary, score, financials, normalization, valuation, risks, structure, recommendation, and disclaimers.
Deal Team
Invite owners, analysts, advisors, investors, and read-only reviewers; assign and track diligence tasks.
Activity
Chronological audit trail of every change made to the deal file.
Scoring
A Deal Score you can defend line by line
Every category is weighted, visible, and driven by inputs you control. Ratings: 80–100 strong, 65–79 attractive with manageable risks, 50–64 significant diligence required, below 50 high risk.
| Financial performance | 25% |
| Earnings quality | 20% |
| Customer concentration | 15% |
| Recurring revenue | 10% |
| Operational dependence | 10% |
| Legal & compliance risk | 10% |
| Transaction structure | 10% |
- Assumptions are editable, so you can stress a deal instead of accepting a black box.
- Suggested add-backs, risks, and questions are proposals you accept, modify, or reject.
- Scores and analysis are labelled as decision support, never as advice or a guarantee.
- Every change is logged to the deal activity trail for your investors and lender.