Buy a privately held business on evidence, not on a summary spreadsheet
Run a buy-side business acquisition from sourcing to post-close: a structured diligence checklist, quality-of-earnings control, evidence-linked underwriting, committee approvals, closing conditions and portfolio-company monitoring.
Who it serves
What it fixes
Adjusted EBITDA arrives as a single figure. Here every adjustment carries its own period, direction, classification and source, and seller claims are never blended into a verified figure.
A reusable checklist of 125 requirements across corporate, financial, tax, legal, commercial, technology and closing areas, each with an owner, a due date and the exact document version behind it.
Every material statement in the memo is marked as an accepted sourced fact, a deterministic calculation, a manual assumption, reviewer judgement or missing information.
A missing figure is shown as Not provided. A calculation that lacks an input is not produced at all, and the exact inputs still needed are listed.
The complete workflow
- 01
Sourcing and screening
Record the target, structure, seller type and stage, with a written reason for every stage change.
- 02
NDA and information
Track what was requested, what arrived, and which version each fact came from.
- 03
Indication and letter of intent
Hold exclusivity dates, proposed price and consideration structure in one place.
- 04
Confirmatory diligence
Checklist, exceptions, counterparty requests and quality-of-earnings review run together.
- 05
Investment committee
A frozen underwriting snapshot and a submitted memo, with disclosed missing information.
- 06
Financing, signing and closing
Closing conditions with named blockers, and a versioned closing package with a content hash.
- 07
Post-close
Convert the closed transaction into a monitored portfolio company without losing the transaction record.
The modules
Owner compensation, related-party items, one-time income and expense, run-rate savings and accounting-policy changes, each classified as seller-proposed, buyer-proposed or verified, with a reported-to-normalized EBITDA bridge.
Deterministic, versioned calculations for enterprise value, entry multiples, sources and uses, leverage, debt service, exit equity, MOIC and IRR, with the formula and inputs on display.
Named approvers, sequential or parallel order, conditional approvals and append-only decisions. Material changes raise re-review without erasing an earlier decision.
Approved reporting periods compared against the acquisition underwriting, the approved budget, the prior period and the comparable prior year.
Limitations we state plainly
- External malware scanning and document text recognition are not connected. Real customer documents stay quarantined and cannot be downloaded, processed, accepted as evidence, shared or exported. Confidential-document readiness is not claimed.
- Synthetic demonstration data — not externally malware-scanned and not suitable for an investment decision.
- Nothing produced here is legal, tax, accounting or investment advice, and no outcome, valuation or completeness of diligence is guaranteed.
- Paid subscriptions are not switched on; there is no public checkout.