Deal Intelligence: The Deal Looks Great on Paper. What Does the Data Say?

Deal Intelligence brings a target's financial, operational and people data into one place, scores its quality against the valuation, finds missing, misclassified and outlying records, and prices the impact on the deal for private equity firms.

What Deal Intelligence Does

Value is lost in acquisitions through incomplete and poor quality data. Deal Intelligence brings a target or portfolio company’s financial, operational and people data into one data model, scores its quality against the drivers of the valuation, and finds missing, misclassified, statistically outlying and contradictory records. Each finding is sized in EBITDA and, at the deal multiple, in enterprise value.

How It Works

1. Bring it all into one place: financials, store and site records, payroll, CRM, leases and vendor spend.
2. Score it against the valuation: revenue, margin, operating costs, EBITDA adjustments and working capital.
3. Find what is wrong: missing, misclassified, outlying and contradictory records, each with its evidence.
4. Put a price on it: value at risk, with price, escrow and indemnity options, and questions for the seller.

After Close

The same checks run every month across the portfolio, before the board pack or an LP report is built.