Features

Everything you need to
close with confidence

AI intelligence, deal management, and specialist access in a single platform built for independent acquirers.

Core Intelligence

AI Due Diligence Engine

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Red Flag Reports

Every flag is sourced directly from your uploaded documents with cited page references. HIGH / MEDIUM / LOW severity. No hallucinations.

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SDE Normalisation

AI identifies owner add-backs, strips non-recurring items, and recalculates true seller discretionary earnings from uploaded P&Ls and tax returns.

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Customer Concentration

Maps every customer by revenue contribution. Flags any account over 10%. Shows SDE impact if top accounts were lost.

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Revenue Trend Analysis

3-year trend across revenue, gross margin, and EBITDA. Seasonality detection. YoY growth calculation. Anomaly flagging.

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Contract & Lease Review

Extracts key terms: expiry dates, renewal options, change-of-control clauses, and rent escalation. Flags missing protections.

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Ask AI Anything

Chat over your deal documents. Ask ‘what questions should I ask the seller?’, ‘is this multiple fair?’, or ‘what if I lost the top customer?’

Deal Operations

Pipeline & Workflow Management

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Kanban Pipeline

Visual deal pipeline across six stages: Sourced → Screening → LOI → Due Diligence → Closing → Integration.

DD Checklists

Auto-generated due diligence checklists per deal type. Track what's done, what's outstanding, and who owns each item. AI marks its own items complete.

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Document Management

Centralised document storage per deal. Upload, tag, and track review status. AI review status on every document. 5GB (Starter) or 50GB (Pro).

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PDF Report Export

Export a buyer-ready DD summary PDF with all AI findings, flags, checklist status, and specialist notes. Share with lenders or co-investors. (Pro+)

Specialist Network

Human expertise, on demand

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M&A Legal

Purchase agreements, lease review, rep & warranty negotiations, entity structure advice. Flat-fee packages from $1,400.

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Accounting & QoE

Quality of Earnings reports, tax exposure review, SDE normalisation validation. Flat-fee packages from $1,600.

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Industry Operators

90-minute calls with operators in your target industry. Operations review, crew assessment, margin benchmarking. From $350/call.

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