Investment Analysis Platform

Institutional deal analytics
for private investors.

Underwrite any for-profit business with multi-method valuation, AI-mapped financials, scenario modeling, and investor-grade memos — in one workspace.

Private equityFamily officesSearch fundsOperators
Deal Tearsheet
PROJ-0427
Northwind Industrial Services
$4.82M
blended valuation
EBITDA mult
$5.4M
Asset
$3.2M
DCF
$5.1M
Levered FCF · 7-yr+12.4% CAGR
Projected IRR24.8%
MOIC (5y)2.9×
DSCR (Y1)1.62×
Payback3.4 yrs
RecommendationProceed · Tier 1
3
Valuation methods
15-yr
Cash-flow projections
AI
Mapped financials
PDF + XLSX
Investor-grade exports
Platform

Everything an investor needs to underwrite a deal

One workspace from intake to investment committee — built around how serious investors actually work.

Multi-method valuation

EBITDA multiple, asset-based, and DCF — blended by industry weighting for a defensible recommendation.

AI-assisted financial mapping

Drop in a P&L or trial balance. AI maps line items to the model so you start with clean inputs in seconds.

Scenario comparison

Model Base, Upside, and Downside side-by-side. Compare valuation, IRR, and covenants across cases.

Debt schedule & covenants

Year-by-year amortization with DSCR, ICR, and leverage tests — breaches flagged automatically.

FCF waterfall & working capital

EBITDA → taxes → capex → ΔNWC → levered FCF. DSO, DPO, DIO, and capex assumptions per deal.

Sensitivity analysis

Heatmaps for IRR and valuation across growth, margin, multiple, and discount-rate assumptions.

Workflow

From raw financials to investor memo in minutes

01

Upload financials

Drop in P&L, balance sheet, or trial balance — XLSX, CSV, or PDF.

02

AI maps cells

Line items mapped to model schema with confidence scores and review flags.

03

Model scenarios

Adjust assumptions, run sensitivities, and compare cases side-by-side.

04

Export the memo

Investor-grade PDF and live-formula Excel ready for the committee.

Deliverables

Investor-grade outputs, not slideware

Take your work to the committee with branded memos and a real working model.

Investor Memo · PDF
10 pages
Valuation
$4.82M
IRR
24.8%
DSCR
1.62×
Cover & thesis
Sources & uses
Valuation analysis
Returns & FCF
Debt & covenants
Sensitivity heatmap
Diligence status
Live Model · XLSX
live formulas
D7=Revenue * (1 + GrowthRate) ^ Year
Y1Y2Y3Y4Y5
Revenue1,2001,3441,5051,6861,888
EBITDA240282331388453
Levered FCF118146178213252
DSCR1.62×1.78×1.94×2.11×2.30×
Inputs · Projection · Debt Schedule · Valuation · Sensitivity
Governance

Built for committee scrutiny

Due diligence checklist

24-item starter template, per-deal progress tracking, and category filters.

Append-only audit log

Every assumption change and document upload captured with diff and timestamp.

Row-level security

Each user sees only their own deals. Roles enforced at the database tier.

Industry-tuned

Calibrated for seven verticals

Industry-specific EBITDA multiples and blended-valuation weights are shipped out of the box.

Restaurant & Food Service
1.53× EBITDA
Equipment-heavy, lower multiples, location-driven
Mult 50%
Asset 35%
DCF 15%
Retail & E-commerce
24× EBITDA
Inventory-driven, moderate multiples
Mult 50%
Asset 30%
DCF 20%
Professional Services / Agency
35× EBITDA
People-driven, low assets, recurring relationships
Mult 55%
Asset 5%
DCF 40%
Manufacturing
36× EBITDA
Asset and equipment heavy, capital intensive
Mult 40%
Asset 40%
DCF 20%
SaaS / Software
410× EBITDA
Recurring revenue, high growth multiples
Mult 40%
Asset 5%
DCF 55%
Real Estate Heavy
48× EBITDA
Operating business with significant property holdings
Mult 20%
Asset 60%
DCF 20%
Other / Generic
2.55× EBITDA
Balanced approach across all valuation methods
Mult 40%
Asset 30%
DCF 30%
Free to start · No credit card

Underwrite your next deal with conviction.

Set up a workspace in under a minute and run your first valuation today.