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Diagnose first.
Decide with data.

Six private, AI-powered diagnostic tools built on the same engines we use in our deal work. Free to run, branded reports, no obligation to engage us afterward.

i.Coming Q2 2026

M&A Readiness Score

Twelve questions across financial hygiene, customer concentration, growth, and governance — your firm scored on a 100-point exit-readiness scale. Built for owner-operators considering a sale in twelve to thirty-six months.

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ii.Coming Q2 2026

Business Valuation Estimator

EBITDA, industry, growth, and geography in. A defensible valuation range with comparable multiples and DCF reasoning out. Branded report you can take to your CPA or banker.

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iii.Coming Q2 2026

Fundraising Readiness Scorecard

Upload your deck. We score the narrative, traction, ask, and team — and tell you exactly which slides will lose you the round before investors ever see them.

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iv.Coming Q2 2026

Term Sheet Analyzer

Paste any term sheet. Get it decoded for non-standard terms, dilution math, liquidation preference impact, and red flags — in sixty seconds. Built for founders, lawyers, and angels.

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v.Coming Q3 2026

AI Buyer-Match Preview

A blurred preview of the eight most likely strategic and financial buyers for your business, ranked by fit. Unlock the actual names through a confidential engagement with us.

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vi.Coming Q3 2026

Industry M&A Pulse

A weekly AI-curated deal-intelligence brief for your sector — multiples, transactions, market shifts. Delivered to your inbox every Tuesday morning.

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A note on how these work

Powered by the best model for each task — routed, not generic.

Every diagnostic we ship runs through a multi-model architecture. Claude handles judgment-heavy reasoning, narrative synthesis, and financial analysis. Perplexity handles real-time market research and comparable transactions. Gemini handles document parsing. The result is faster, cheaper, and more accurate than a single-model approach — and the savings flow back to you in the form of free tools.

i.

Claude (Anthropic)

Long-form reasoning, financial analysis, narrative synthesis, judgment-heavy outputs.

ii.

Perplexity

Real-time market research, comparable transactions, industry intelligence with citations.

iii.

Gemini

Document parsing, multimodal analysis of uploaded financials and decks.

Direct conversation

Or skip the diagnostic.
Talk to a partner.

The tools are built to help you decide whether to talk to us at all. If you'd rather start with a direct conversation, that path is also open.

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