Acquiror AI

The deal loop

From the first upload to the final memo, one record of the truth.

Acquiror AI is a deal workspace with real financial engines inside it. Figures move forward through the modules, never retyped, and every figure reads the same on every screen and in every export.

How a deal flows

One record, from first upload to final memo. The evidence appendix cites the source documents DocumentsCIM and statements,extracted with aconfidence score onevery figure Quality of EarningsAdd-backs withevidence, reviewed,then locked ValuationMarket, DCF and assetapproaches,triangulated FinancingDSCR on cash availablefor debt service,stress-tested Investment memoBuilt from theapproved figures, withan evidence appendix One record, from first upload to final memo. DocumentsCIM and statements, extracted with aconfidence score on every figure Quality of EarningsAdd-backs with evidence, reviewed, thenlocked ValuationMarket, DCF andasset approaches,triangulated FinancingDSCR on cashavailable fordebt service,stress-tested Investment memoBuilt from the approved figures, with anevidence appendix The evidence appendix cites the source documents
One record, from first upload to final memo.
  1. Documents. Upload the CIM, statements and tax returns. Vera detects the type; you confirm it.
  2. Financials and AI Insights. Confirm a P&L and extraction unlocks. Revenue, gross profit, EBITDA and net income by year with a confidence score on each figure.
  3. Quality of Earnings, Income Statement, Balance Sheet. Build the normalized view. Every adjustment carries a category, evidence and a support status. Lock the QoE period when the bridge is defensible.
  4. Working Capital and Revenue Durability. Unlock once financials are extracted. Trend the cash cycle, set the peg, score what survives the change of ownership.
  5. Valuation. Unlocks when a QoE period is locked. Market comparables, DCF, asset approach, triangulated with weights. Scenarios, overrides, audit log.
  6. Financing. Unlocks when a QoE period is locked. Instruments, CADS-based DSCR, stress tests, debt capacity, credit memo.
  7. Decision. Record Go, No-Go, Conditional Go or Parked with a confidence level. Append-only. Draft the LOI at the LOI stage.
  8. Investment Memo. Unlocks when a QoE period is locked. Generate, edit inline, export to PDF with your branding and an evidence appendix.

"Lock a QoE period to unlock this." That line appears on the Valuation, Comparable Valuation, Financing and Investment Memo tabs until the earnings are reviewed. It is deliberate: no memo and no debt model is ever built on unreviewed EBITDA.

See what your lender and your investors will read.

Three exports from a demonstration deal, with identifying names removed and every figure as the product produced it: the investment memo PDF, the lender-ready credit memo PDF and the Decision Export workbook in Excel.

What you get around the loop

  • A nine-stage pipeline from Sourced to Closed Won or Closed Lost, with stage history, default win probability per stage, risk level, tags, Priority Deals, days-in-stage and stalled signals on every card, and a ⌘K quick-switcher.
  • Contacts and a light CRM for sellers, brokers, advisors and lenders with an interaction timeline and multi-criteria ratings.
  • Deal tasks and a cross-deal My Tasks view, where two people never silently overwrite each other's edits.
  • Industry question playbooks you can load into Q&A or convert into tasks.
  • A pipeline analytics dashboard: active deals, total estimated value, EBITDA under evaluation and the funnel by stage, filtered by industry, stage and risk.
  • Dark mode, CAD and USD billing, per-user timezone and currency preferences, per-deal currency with the currency mark carried into every export.
  • Onboarding that creates an organization or joins one by team invite code, with invites by email and a role on each.

Sixty industry segments out of the box

Sixty segments, chosen for the businesses that change hands in the lower middle market: HVAC, plumbing, electrical, roofing, landscaping, pest control, commercial cleaning, self-storage, car washes, laundromats, equipment rental, dental, veterinary, optometry, physical therapy, urgent care, home health, senior care, pharmacy, accounting, legal, engineering, staffing, property management, trucking, freight brokerage, machine shops, metal fabrication, printing, fuel and propane, marine, retail, fitness, childcare, and more. Each carries seeded valuation benchmarks; playbooks are seeded per industry; your admin can edit both.

Where it sits in your stack

The analysis layer between the data room and the memo. See it beside a spreadsheet, a deal CRM and a per-deal report on Acquiror AI vs. spreadsheets, Acquiror AI vs. deal CRMs and Acquiror AI vs. per-deal QoE reports.

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