The Problem
Reading CIMs is not the hard part. The hard part is knowing which deals are worth pursuing before you spend time, money, and credibility on full diligence. A bad LOI costs 6 weeks. A missed great deal costs more.
Deal Velocity Screening is built for opportunity cost management. The recommendation comes first. Every insight after it exists to support the decision, not replace it.
"I am terrified of wasting 6 months on a deal that was never going to work, or missing the perfect deal because I did not recognize it fast enough."
Without Screening
Weeks spent on a deal that a 72-hour review would have flagged as a pass. Emotional attachment clouds judgment. Search capital depletes without progress.
With Deal Velocity Screening
Clear recommendation at the top of the memo. The 3 to 5 deal-killer questions surfaced. A rough EBITDA estimate to validate the asking price before you commit to anything.
Every Screening Memo Includes
01
Pursue, Pass, or Conditional with specific reasoning. The answer is at the top of the memo. No hunting through analysis to find the conclusion.
02
The 3 to 5 critical questions that could kill the deal or materially change valuation. This becomes your diligence agenda for the next seller call.
03
CIMs always inflate the numbers. Using only the information provided, we give you a rough normalized estimate so you know if the deal pencils at asking price before you sign anything.
04
We surface what brokers bury: revenue decline disguised by YTD comparisons, margin compression, hidden customer concentration. We also identify what genuinely makes the deal attractive.
05
Brokers leave out inconvenient details. We call them out and turn them into your data request list for the next stage of diligence.
06
Retirement, burnout, market peak, partnership dispute, or stalled growth all carry different risk profiles. We read the signals honest buyers miss when dealing with less transparent sellers.
Process
01
Choose your plan and fill out your custom buy box criteria. Every screening is personalized to your specific acquisition thesis, sector focus, and deal parameters.
02
Upload through our secure portal. Include any specific concerns or questions about the opportunity. One screening in progress at a time. Each submission must relate to a specific acquisition target.
03
Within 72 hours, your screening memo is delivered. Clear recommendation at the top, deal killer questions below, and complete analysis to support your decision.
Subscription Plans
All plans include unlimited CIM screenings with 72-hour delivery and buy box personalization. Choose the commitment that fits your search timeline.
Monthly
$600
Per month
Semi-Annual
Save 17%$500
Per month, billed semi-annually
Annual
Most Popular$400
Per month, billed annually
Right Fit
Looking at dozens of deals simultaneously while managing limited search capital. Every dollar and every week needs to go toward the right deal.
Need rapid assessment to decide where to focus diligence resources before going back to capital sources. Speed matters as much as depth.
Building conviction before committing to full diligence and lender conversations. Know whether to move forward before you invest the time.