Buy-side financial due diligence
Upload a target's data room and CFO Agent produces a board-grade quality-of-earnings model, a findings report, and a summary deck. Every run is draft, software-assisted work product that a human reviews before it reaches you.
Invite-only · your data stays private · a reviewer signs off before release
A focused workflow that turns a raw data room into a reconciled, review-ready diligence pack.
Financials, trial balance, revenue detail, cap table, debt, and contracts — plus a short deal context.
The DD engine classifies the revenue model and runs the workstreams — normalized EBITDA, working capital, debt-like items, and scenarios.
Nothing is released automatically. A reviewer checks the pack and either releases it or requests changes.
A formula-driven model, a findings report, and a summary deck — ready for your own professional review.
Three tied-out deliverables from every run.
A formula-driven Excel model — four-tier adjusted-EBITDA bridge, net-working-capital peg, debt-like items, and base / downside scenarios.
A board / IC-grade write-up of the quality-of-earnings findings, adjustments, and risks, tied to the underlying figures.
A concise presentation of the thesis, the adjusted-earnings picture, and the key diligence findings for your committee.
Output is a starting draft, not a final opinion. A reviewer signs off before release, and you verify against source before you rely on anything.
Access is granted by invitation, so the platform stays a controlled, professional environment — no open sign-ups.
You retain ownership of everything you upload. We use it only to produce your deliverables and never to compete with you.
Tell us a little about you and the diligence you have coming up. We review each request and follow up with an invitation.