Diligence-Ready Books
A data room that doesn't leak adjustments mid-process.
Working-capital normalization, QoE-ready add-backs, and a data room that doesn't leak adjustments mid-process.
A repeatable cadence, not a one-off project.
Every retainer follows this rhythm. The AI does the mechanical work; a senior advisor owns the judgment.
QoE pre-mortem
Run the buyer's analysis before they do. Find the gaps.
Adjustment defense
Document every add-back with source evidence.
Data room build
Structured, indexed, version-controlled. Permissioned access.
Diligence response
We sit on Q&A. 24-hour turnaround on buyer requests.
Machines for speed. Humans for judgment.
AI handles
- Detects transaction-level anomalies
- Generates margin bridge analyses
- Tags add-back candidates automatically
- Builds data room indexes
Senior advisor owns
- Defends adjustments to buy-side QoE
- Coaches founders through diligence calls
- Negotiates working capital targets
- Decides what's defensible vs. risky
Deliverables, every cycle.
- QoE-ready trial balance
- Working capital normalization schedule
- Add-back register with evidence
- Indexed virtual data room
Answers, before you ask.
Do you replace our M&A advisor?
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No, we work alongside investment bankers. They run the process; we own the financials.
Can you handle hostile diligence?
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Yes. We've been on both sides of QoE and know where the pressure points are.
What if our books aren't clean today?
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We'll do a 4–6 week cleanup before the data room opens. Better now than mid-process.
Ready to put this to work?
Start with a $400 diagnostic. Two weeks. One senior advisor.