From target to a supported investment case.
For searchers, individual acquirers and investment teams who want a continuous path through sourcing, diligence and closing.
Register an opportunity with its source and investment thesis.
Separate seller claims from supported EBITDA in an evidence register.
Compare price, debt service and simplified downside scenarios.
Attach evidence files, resolve critical findings and record a committee decision on the current version.
Confirm signed closing facts and carry the baseline into ownership.
Availability
Available in Acquifolio v2. Targets and financials are entered or imported (CSV/XLSX); outreach is logged, not sent. Financial statements and LOI terms can be drafted from uploaded documents for review, with a page and quote for every value (needs an AI provider API key). Planned: licensed company data, email and mailbox integration, accounting connectors and OCR for scanned documents.