DealTriage for source-cited acquisition screening
Upload deal materials and generate a source-cited first-pass memo, red flags, diligence questions, and investor summary.
This tool supports diligence workflows and does not provide legal, tax, accounting, investment, or financial advice.
Example HVAC Services Company
Fictional demo - Completed analysis
Memo excerpt
Revenue durability, adjusted EBITDA support, customer concentration, and seller transition remain the main diligence gates.
Red flags
Deal memo generation
Generate a concise first-pass memo from CIMs, teasers, management decks, QoE notes, and financial files.
Red-flag detection
Surface issues around customer concentration, revenue quality, owner dependence, add-backs, working capital, and more.
Diligence question packs
Create seller, management, QoE, lender, investor, customer, legal, accounting, and operating questions.
Source-cited outputs
Tie claims back to document chunks and clearly label unsupported items that need verification.
Export-ready summaries
Copy, download Markdown, or export structured JSON for investor updates and internal review.