Deal Management
Deal Tracker
Centralize your deal flow and track acquisitions from a single dashboard. AI extracts key information from whatever information you have - notes, CIMs, teasers, and listings, eliminating manual data entry
Key Benefits:
Eliminate manual data entry with AI-powered extraction
Visualize your entire acquisition pipeline at a glance
Track key deal metrics and milestones in real-time
Customize fields and views to match your acquisition process
Deal Insights
Business Analysis and Diligence
Get instant AI-powered business insights and risk analysis. Understand the strengths, weaknesses, and opportunities of each business at a glance.
Key Benefits:
Identify financial trends and key business metrics instantly
Get actionable risk assessment with mitigation strategies
Scored against 21 subfactors to evaluate a business's true strength
Receive a proprietary deal score to evaluate business potential
Financial Analysis
Audit Financials - EBITDA Adjustments
Automatically identify and reconcile financial addbacks to normalize EBITDA. Calculate adjusted earnings without complex spreadsheets
Key Benefits:
Generate an Adjustments Assessment to understand risk potential
Audit mandatory and discretionary addbacks with AI assistance
Clear reconciliation from EBITDA to SDE to Buyers EBITDA
Bank underwriting assessment to validate financing viability
Financial Planning
Financial Model
Build and customize full financial models at the click of a button. Test different capital structures and view cash flow, IRR and DSCR projections in real-time
Key Benefits:
Fully dynamic customization through easy-to-update input assumptions
Save different model cases and compare scenarios side-by-side
Discuss model strengths and weaknesses with the DealSage Assistant
Invite teammates, advisors or lenders to review and save their own models
Deal Execution
Document Generation
Save time and boost professionalism with automated document creation. Generate
diligence questions, IOIs and LOIs tailored to your specific deals
Key Benefits:
Create professional documents in seconds, not hours
Generate deal-specific diligence questions based on risk analysis
Customize templates with your branding and preferences
Export documents in multiple formats for easy sharing
AI-Powered Support
DealSage Assistant
Get instant answers to your acquisition questions with our context-aware AI assistant trained on deal data and industry best practices
Key Benefits:
Ask for further explanation or context about your deals for deeper insights
Ask for clarification or justifications for certain subfactor scores
Brainstorm new growth opportunities or dive into industry dynamics
Load model cases and discuss assumptions to refine your acquisition strategy
Team Workflow
Collaboration
Share deals, insights, and documents with your team, advisors, and investors. Keep everyone aligned with centralized communication
Key Benefits:
Invite team members, advisors, and investors with custom access levels
Keep all parties informed with real-time updates and notifications
Centralize deal communication and feedback in one place
Create Teams to efficiently manage partnered searches and deal collaboration