Four workstreams, executed in parallel
Our agents execute the heavy lifting; you exercise the judgment.
Financial & QoE
ARR waterfalls, deferred revenue, EBITDA normalisation, NWC peg. Databook first, then quantified red flags with dollar impact.
status: readyLegal & Corporate
Cap table and SAFE/note mechanics, founder vesting, 409A, corporate hygiene, contract assignment risk.
status: readyTechnical
Architecture coherence, tech-debt quantification, scalability ceilings, OSS licence exposure, deployment maturity.
status: readyCommercial & Operational
Rent-roll to GL reconciliation, CAM checks, inventory obsolescence, payer mix, anchor-tenant and co-tenancy exposure.
status: readyRead the data room where it already lives
Pull documents straight from cloud storage, and the trial balance and ledger straight from the accounting system — so the Databook is built from the source, not a management-prepared export.
- Google Drive
- SharePoint
- Box
- Dropbox
- Xero
- QuickBooks
plus virtual data rooms — CapLinked, Papermark, Digify — and any document set via direct upload
You provide the access; our agents establish the protocol.
Every run ends in the same three deliverables — branded, consistent, and traceable to source. Nothing to reformat before it reaches the committee.
- SaaS / Software
- Real Estate Portfolios
- Multi-Family Residential
- Manufacturing / Industrial
- Commercial Real Estate
Need a sector we haven't pre-built? The Master Node composes a custom workflow from the same audited protocol library.