Start a diligence run

Upload the data room. It's queued, the DD engine runs, a reviewer signs off, then you download the pack.

Deal context

Target / codename *

Deal type

Revenue model *

Sector

Ask / EV

Valuation basis

Rationale

Data room

⤒ Click to select the data room files

P&L · balance sheet · trial balance · revenue/ARR · customer file · cap table · debt · contracts

Excel · PDF · Word · PowerPoint · CSV · images, up to 25 MB each

Periods provided

Materiality

Areas of concern

Your data stays local to this app and is never committed to a repository.

Trial acknowledgment. These outputs are draft, software-assisted analyst work product — not an audit, review, compilation, or assurance engagement, and not tax/legal/investment advice. They are for evaluation only and not to be relied upon. Analysis is based on the information you provide.

I have read and accept the trial acknowledgment.

Runs asynchronously — you can watch status under “My engagements”.

My engagements

Click a row to see status and download the pack.

Codename	Revenue model	Ask	Status
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Team & access

Invite-only. People can't self-register — you send an invite, they activate with a one-time link and then sign in via emailed links (no passwords).

Invite someone

Members

Disabling a member blocks sign-in and revokes their active sessions and pending links immediately.

Email	Role	Status
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Invites

Email	Role	Status
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Phone alerts

You get a push when a run is ready for your review, and a high-priority alert if a run fails. This sends a test push through the same path so you can confirm it reaches your phone.

Review queue

Every engagement across all users. Sign off to release the pack to the client, or send it back with notes.

Filter

Codename	Submitter	Model	Status
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