Before the broker call
Know what's proven, shaky, and missing before you sign an LOI.
Upload one live SMB deal packet. Tearsheet extracts seller claims, labels the evidence, pressure-tests SDE and add-backs, ranks red flags, and gives you the broker questions to send next.
Private upload
after payment
Evidence-labeled
source labels
48-hour sprint
after usable intake
One active deal · one-time payment · no subscription · not professional advice.
Acquisition memo
Project Hilltop HVAC
Reported SDE
$410K
Adjusted SDE
$250K-$290K
Ask multiple
5.0x-5.8x
Recommendation
Ask more before LOI
Pressure-test note
Price can look reasonable on broker SDE and expensive after owner-replacement and add-back pressure.
Evidence
E1
CIM excerpt
uploadedE2
P&L workbook
source-backedE3
Add-back schedule
source-backedP1
Local market lead
public sourceD1
Adj. SDE range
derived checkU1
Top customer
unknownSource packet
Uploaded facts, public-source leads, derived checks, and unknowns stay separated.
Arithmetic pressure
SDE, add-backs, customer concentration, AR, and financing pressure are recomputed.
Automated verification gates
Delivery is blocked until the quality gate passes, with evidence IDs and limitations in place.
Broker-ready
Questions are written for the next broker email, not buried in generic analysis.
How it works
From messy materials to a decision memo in 48 hours.
Upload your packet
Listing, CIM, P&L, add-back schedule, customer data, AR aging, broker email, or buyer notes.
Extract and label
The system separates uploaded facts, derived checks, public leads, and unknowns before the memo is drafted.
Pressure-test the story
Reported SDE, add-backs, owner dependence, concentration, and price logic are challenged.
Send the next question
You get the memo, ranked red flags, arithmetic checks, and broker-question email.
The buyer problem
Most LOIs get signed before the buyer has enough proof.
Brokers are optimists. CIMs are sales documents. SDE add-backs are aspirational. Tearsheet helps you decide what must be true for the deal to stay alive before you spend serious diligence time.
01
The seller story is separated from source-backed facts.
The output distinguishes uploaded claims, derived checks, public leads, benchmarks, and unknowns.
02
The price read changes when SDE is pressure-tested.
Owner replacement, unsupported add-backs, customer concentration, AR, and debt-service pressure can move the deal from reasonable to expensive.
03
The next broker email becomes the product.
The goal is not a pretty memo. It is a sharper question set before a call, IOI, LOI, lender conversation, or pass/pursue decision.
Live target first
Run the live target first. Screen the rest later.
Best first buy
Deal Desk Sprint
For one active acquisition where the next broker email, IOI, LOI, or pass/pursue decision needs sharper evidence.
Start sprintAcquisition Memo
Self-serve analysis for lighter listings and early packet screening.
Target Scorer
Fast fit score, SDE quality read, transition risk, and broker questions.
Industry Teardown
Niche context: multiples, transition norms, and common diligence traps.
See the standard
See the format before you pay.
These representative examples are not client case studies. Use them to judge structure, evidence labels, arithmetic checks, red flags, and broker-question quality.
Executive summary
Ask more before LOI.
Project Hilltop looks financeable only if reported SDE survives owner-replacement, add-back, and customer-concentration pressure. Current evidence supports a sharper broker request, not a clean pursue call.
Reported SDE
$410K
Adjusted SDE
$250K-$290K
Ask multiple
5.0x-5.8x
Top red flags
Owner replacement burden can materially lower adjusted SDE.
Customer concentration is not disclosed.
Add-back schedule is not source-supported.
Ask multiple changes after pressure test.
Broker questions preview
Can you send monthly revenue by customer for the last 24 months?
Which add-backs tie to payroll, invoices, or tax returns?
What weekly duties will the owner still handle post-close?
Pricing
Start with one live deal.
Deal Desk is for the active target where your next broker email or IOI decision needs to get sharper. Self-serve is for lighter screening.
Free
Lightweight screening
$0
- 3 runs / month
- Bring your own Anthropic key
- All three agents
- Full memo history
Deal Desk Sprint
For this week's active deal
$199 once
- Quality-gated Acquisition Memo
- SDE / add-back pressure test
- Ranked red flags and arithmetic checks
- Broker-question email draft
- Stripe Checkout, no subscription
Solo Searcher
Ongoing screening volume
$49/mo
- 100 self-serve runs / month
- No Anthropic key needed
- Priority compute
- 7-day free trial
- Cancel anytime