Investment Banking
Deal templates, ready the moment the mandate lands.
M&A, IPO/SPAC, Secondaries, Special Situations — each template bundles data requirements, interview scripts, report sections, deliverables, and red-flag checks.
What's in a template
Mandate-ready in minutes.
Each template is a complete workstream — not just a checklist.
Data requirements
Pre-mapped data request lists per deal type — sourced from Cooley, Ropes & Gray, and Big 4 templates.
Interview scripts
Management and expert interview scripts informed by the deal-type playbook.
Report sections
Section structure pre-loaded — Executive Summary, EBITDA bridge, valuation, risks, integration plan, decision package.
Deliverables
Decision package, IC memo, S-1 risk factors, fairness opinion review, 100-day plan.
Red-flag library
Deal-type-specific red flags pre-configured — concentration, covenants, CoC clauses, MAC, related parties.
Reusable across mandates
Clone, customize per fund or strategy, override on a single deal — without breaking the baseline.
Templates available
One template per deal type.
Pick the deal type. Every solution shares the same source-verified data layer.
Credit funds, direct lenders, CLO managers
Credit Due Diligence
60+ credit KPIs from raw GL data. Coverage ratios, leverage, covenant tracking, distress prediction, recovery analysis — source-verified.
ExplorePE funds, growth equity, family offices
Equity Due Diligence
DCF, comparable companies, LBO models, DuPont decomposition. Unit economics and cohort analysis from 15+ L0 data sources.
ExploreDeal teams and advisory firms
M&A Due Diligence
Quality of earnings, NWC peg, debt-like items, synergy quantification. Every EBITDA add-back traced to source transactions.
ExploreCorp dev and strategy teams
Commercial Due Diligence
Market sizing, customer and supplier concentration, competitive positioning, pricing power, channel effectiveness — from source data.
ExploreTurnaround advisors and distressed lenders
Restructuring Due Diligence
13-week cash flow forecasting, liquidation analysis, viable vs non-viable unit segmentation, creditor recovery waterfall — built for urgency.
ExploreTax advisors and deal structuring teams
Tax Due Diligence
ETR analysis, Section 382 NOL risk, transfer pricing exposure, state nexus, R&D credit sustainability.
ExploreUnderwriters, SPAC sponsors, de-SPAC deal teams
Pre-IPO / SPAC Due Diligence
Big 4-grade readiness in days, not weeks. Revenue quality, earnings quality, 18-dimension IPO readiness scorecard, cap table with dilution waterfall, SPAC sponsor promote, de-SPAC mechanics with 4 redemption scenarios, fairness analysis verified against L0 actuals.
ExploreSecondaries desks, PIPE investors, wealth managers
Secondaries & PIPE
Position health checks, float analysis, short/options risk, readiness scoring, investor narrative for follow-on materials.
ExploreEvent-driven funds, distressed investors, activist funds
Special Situations
Restructuring, recap, litigation, regulatory — event-driven thesis analysis with probability-weighted recovery scenarios.
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