01Private equity
Start diligence with the source
Source-linked financial analysis across industries
02SEC filings
Read the 10-K, 10-Q and 10-K/A as filed
Audited financials across every sector and industry
03LBO analysis
Build the cash flow case for leverage
Entry value, debt repayment and equity returns
04Business valuation
Connect valuation to its assumptions
Cash flow models, valuation multiples and assumptions
05Buy-side M&A
Trace the target's financial story
Earnings, working capital and net debt
06Sell-side M&A
Answer buyer questions from the source
Prepare source-linked analysis for buyer review
07Investment memos
Take the evidence to committee
Your firm's format, with source-linked exhibits
08Corporate credit
Assess complex corporate credit
Capital structure, liquidity and debt capacity
09Middle-market credit
Spread the middle-market borrower
Audited statements, debt schedules and EBITDA add-backs
10Small business lending
Underwrite the whole business
Business cash flow, owner support and debt service