Deal Velocity Screening, Pre-LOI

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PURSUE, PASS, or CONDITIONAL with specific reasoning. The answer goes at the top, no hunting through analysis. 

The 3-5 critical questions that could kill the deal or materially change valuation, your diligence agenda for the next call.

CIMs always inflate numbers. Using only the information provided, with no verification or seller clarification, we give you a rough normalized estimate so you know if the deal pencils at asking price.

We surface what brokers bury: revenue decline disguised by YTD comparisons, margin compression, etc. We also shine light on what actually makes this deal good from recurring revenue with high retention, to defensible competitive moat.

Incomplete or low-quality CIMs may require clarification before review begins. However for suitable CIMs where Brokers leave out inconvenient details, we call them out in our report and turn them into your data request list.

I have seen many honest buyers waste time with dishonest sellers. Why are they really selling? Retirement (cleanest), burnout (risk of deferred problems), market peaked (timing risk), partnership dispute (hidden liabilities), or growth stalled (limited upside).

Choose your subscription tier, fill out our custom buy-box, enjoy professional grade screenings

Upload the CIM through our secure portal. Include any specific concerns or questions you have about the opportunity. Subscribers may have one screening in progress at any given time. Each submission should relate to a specific acquisition target not portfolio analytics.

Receive your screening memo within 72 hours (3 business days). Clear recommendation at the top, critical questions below, and complete analysis to support your decision