One standard for every deal the team touches.
Platform or add-on, the investment committee asks the same questions. Acquiror AI puts the Quality of Earnings (QoE), the valuation, the financing and the investment memo on one record, under rules your admin sets once, with a decision log nobody can rewrite.
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- The logo is stored once for the whole workspace
- Firm name, preparer and recipient on every memo
- A confidentiality notice on every page
Where the work actually lives
The CRM knows who you talked to. The analysis lives in spreadsheets on three laptops. The memo is assembled from screenshots the night before committee, and the associate who built the model is the only person who knows which EBITDA is on page four.
That works until the second deal in the same month, or the add-on that arrives while the platform's integration is still running. Then the same questions get answered three different ways: which multiple range the firm accepts for this industry, what coverage the lender will tolerate, which add-backs survived diligence.
Your committee should argue about the deal, not about which version of the EBITDA made it into the memo.
Set the standard once
The firm's rules are set once, and every deal is worked against them. Valuation rules, financing thresholds and playbooks are the admin's to change.
- Valuation rules. Multiple ranges per industry and earnings band, with optional adjustments for customer concentration, trend and owner dependency. They are read every time a deal's valuation is calculated, so a change applies to the next calculation for every deal in that industry. A deal that departs from them does so on its own Valuation tab, without changing the rule for anyone else.
- Financing thresholds. The four Debt Service Coverage Ratio (DSCR) health bands, the maximum loan-to-value, and an optional ceiling on an SBA loan. Every band, colour and risk flag follows them, and the debt-capacity estimate will not size debt to a coverage your own floor would flag.
- Playbooks. Question sets per industry, marked as the default for that industry, loaded into Q&A or imported as tasks.
- The memo's identity. The logo is stored once for the workspace and appears on every deal's memo. The firm name, who prepared it, who it is prepared for and a confidentiality notice are set on the memo itself.
Sixty industry segments come seeded with valuation benchmarks; the rules start from those, and your admin edits them for your firm.
Who can do what
Every member holds one permission, and the admin role sits on top.
| Permission | Can | Cannot |
|---|---|---|
| Admin | Everything, plus members, billing, valuation rules, financing thresholds, AI settings, playbooks, the full data export, and deleting a deal | Nothing |
| Editor | Create and edit deals, documents and financials; move QoE periods through review; record decisions; generate the memo | Manage members, rules or billing, or delete a deal |
| QoE Reviewer | Everything an Editor can, plus a review queue across every deal | Manage members, rules or billing, or delete a deal |
| Auditor | View every deal and export for audit | Change any deal content |
| Read Only | View every deal | Change or export anything |
Permissions apply across the whole workspace, so every member works from the same record of every deal; there are no per-deal or per-document permissions. Any Editor can record a decision, and the append-only log names who did, so "the analyst builds, the partner decides" is a practice your firm sets and the log shows.
- Four permissions: Editor, Read Only, QoE Reviewer, Auditor
- Only admins manage members
The record a compliance reviewer asks for
- Decisions. Go, No-Go, Conditional Go or Parked, with the stage, a confidence level, the author, a timestamp and the rationale. The log is append-only.
- Valuation. Results, overrides and recalculations are kept in an audit log. An override needs a stated reason, and it is flagged on screen and in the reports that carry it.
- Earnings. A QoE period moves from Draft to In Review to Locked, or back as Rejected with the reviewer's comment. A locked period cannot be edited until someone unlocks it, and a figure taken from a period that is later unlocked carries a "QoE review withdrawn" chip.
- The memo. It marks a period that is not locked as not locked and a scenario that is not final as not finalized, so a draft never reads as signed off.
- Headline figures. Asking Price, Estimated Value, Confirmed EBITDA and Win Probability each carry a provenance chip that says whether the figure is a sourcing-grade default or verified by a module, and the deal-maturity panel marks drift when a module's figure has moved since.
- Scenarios. Each financing scenario is Draft, Final or Archived, and that status travels into the memo, the credit memo and the exports, so nobody mistakes a draft structure for the one presented.
- The exports. The Decision Export goes out as PDF, Excel or JSON. The admin data export is a ZIP of every record and the original documents, and each export is logged.
Platforms, add-ons and what stays in your model
Acquiror AI evaluates each target on its own numbers: its QoE, its normalized statements, its working capital and peg, its revenue durability, a valuation by three methods and a financing structure with stress tests and debt capacity. At the Letter of Intent stage it drafts an LOI from the deal's terms and your decision rationale, for counsel to review.
It does not model the combined company. Synergies, the pro forma capital structure of a platform with its add-ons, and fund-level returns stay in your own model. The Decision Export's Excel workbook takes the target's figures out to it.
Beside your CRM
Keep the CRM for relationships and sourcing. Acquiror AI is the analysis layer; nothing in it replaces your sourcing stack. Its contacts are the counterparties on a deal: brokers, sellers, advisors and bankers, with an interaction timeline and ratings. Where the CRM wins and where the analysis layer does, row by row: Acquiror AI vs. deal CRMs.
For the weekly pipeline meeting, Pipeline Analytics shows active deals, total estimated value, EBITDA under evaluation and the funnel by stage, filtered by industry, stage or risk. Work is assigned as tasks on each deal, and My Tasks gathers your tasks from every deal into one list. When two people edit the same task, the later save is refused with a prompt to reload, so nobody silently overwrites a colleague.
On Firm and Enterprise the team can also ask about deals from Claude, ChatGPT, Perplexity or Cursor through the MCP server: more than 60 tools and a 35-prompt M&A catalogue, with the same tenant isolation as the app. No MCP tool creates or edits a deal record; the one that writes anything is Ask, which logs its question and answer to the deal's Q&A history. There is no public API.
Objections, answered
"We have a CRM."
Keep it. Acquiror AI's contacts are the counterparties on a deal, not your sourcing relationships; it holds the analysis those relationships turned into.
"Our memo template is our own."
Choose the sections and add section notes in Setup, edit the generated text inline, and export a PDF with your logo, firm name and confidentiality notice. The narrative is drafted from approved figures only.
"We need to see the combined business."
Model it where you model it today. Acquiror AI gives that model a target's figures you can defend line by line, and exports them.
"Bankers' CIMs come under NDA."
Your firm's data is isolated from every other organization's at the data-access layer, and its documents, search and exports are scoped to it. Deal data is stored in Canada. Acquiror AI does not train models on what you upload. If your NDAs call for it, switch every AI feature to your own OpenAI or Anthropic key. Platform AI runs in the United States today under terms that prohibit training on your prompts and outputs; where an individual request may be processed is set out on /security.
FAQ
Can a partner read everything without changing anything?
Yes. Read Only views every deal; Auditor views and exports. Neither can change a figure.
Is the valuation a certified valuation?
No. It is a calculation by three methods, triangulated, with every override and recalculation logged.
Is there an API for our data warehouse?
No public API on any plan. The Decision Export's JSON carries raw amounts beside the currency code, and the admin data export gives you every record as JSON.
Which plan, and why
| Plan | When it fits a private equity firm | Seats | Deals |
|---|---|---|---|
| Firm | A deal team working add-ons and platforms together, with MCP access from the assistants the team already uses. | 12 | Up to 100 |
| Enterprise | A larger team, many concurrent processes, and no monthly ceiling on AI analyses. | 25 | Up to 1,000 |
Professional fits a team of up to five without MCP. Compare plans on Pricing.
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