Deal teams and advisory firms
Close with confidence. QoE that defends itself, NWC peg calculated from actuals, hidden liabilities surfaced from the GL, and synergies modeled with phasing and implementation cost. Legal findings don't sit in a separate PDF — change-of-control clauses map to revenue at risk, MAC analysis quantifies downside protection, and IP litigation flows into the EBITDA bridge as contingent liabilities. Fraud detection runs 15 deterministic rules plus live insider trading and short seller monitoring. Auto-assembled decision package with Go/No-Go recommendation.
Replaces·Big 4 QoE reports ($200K-$500K per engagement)
Capabilities
A complete workstream — prebuilt orchestrators, KPI thresholds, red-flag checks, and IC-ready outputs.
Key KPIs from L0
6 analysis tabs
Every tab is a purpose-built AI orchestrator that queries your L0 data, searches documents, and produces structured findings with source citations.
EBITDA normalization from raw GL — discovers schema dynamically, identifies SBC, one-time, pro-forma add-backs, flags transactions >$100K, revenue quality scoring
NWC peg from trailing 12-month average, completion accounts vs locked box mechanism, seasonal swing detection (>15% = HIGH risk)
100-day post-acquisition playbook — 7 workstreams (Finance, IT, HR, Ops, Commercial, Legal, Synergy). Cost synergy 70-80%, revenue synergy 30-50% haircuts applied
Auto-assembled IC memo — 8 sections (Executive Summary, Thesis, EBITDA Bridge, Valuation, Risks, NWC, Integration, Legal). Zero re-analysis — pure synthesis of all upstream findings
Not just a risk register — legal findings feed directly into deal math. Change-of-control termination flags map to revenue-at-risk. MAC clause analysis quantifies downside protection. IP litigation valued as contingent liabilities flow into QoE bridge. Vendor concentration produces S-1 disclosure language. CourtListener (federal/state), USPTO (patents), regulatory compliance
100-day roadmap — 5-phase agentic loop: baseline validation, live benchmark fetching (Exa + Census NAICS), gap analysis (CRITICAL/HIGH/MEDIUM/LOW), 10-15 prioritized initiatives with KPIs and owners
Live external data
No pre-seeding, no stale snapshots. Each analysis pulls fresh data from authoritative sources and feeds it into your deal context.
Deeper coverage
Full valuation from findings — every number traced to source
Cross-workstream red flags aggregated from all M&A orchestrators + fraud sentinel
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