Flags before the LOI, not after
Because financials are reconciled before a listing goes live, the issues that normally blow up a deal at week six — unexamined add-backs, customer concentration, undisclosed liens — are surfaced up front, with context. You decide whether to resolve them, price them, or walk, before you commit.
A structured deal room
- Permissioned access to financials and documents, granted step by step.
- A single source of truth for the deal file, shared with your advisors and lender.
- A record of what was disclosed and when — protection for both sides.