Catch the Bad Deal. Know When to Move Forward.
Upload a CIM, financial statements, a ledger, or whatever you have. DealBasis checks every figure against the others, shows what doesn't hold up, and tells you whether the deal is ready for an LOI, with every number linked to its source.
No account needed for the sample deal.
What DealBasis found in the Project Saguaro sample deal
From documents to committee in three steps
No templates to fill in and no figures to retype.
Upload whatever you have
A single CIM is enough to start. Add financial statements, ledgers, balance sheets, bank statements, lender confirmations, management responses and SEC filings, as PDF, Excel, Word or CSV. Scanned pages work too.
DealBasis checks everything
Figures are read from tables and text, tested against each other and the ledger, and every citation is re-read before a finding is shown.
Review and present
Click any number to see where it came from, adjust your assumptions, and take the generated memo and deck to committee.
Everything you need to make the call
See what DealBasis checks, why deals fall apart, and what it found in a real-looking deal.
Product
Financial Diligence tests the numbers. Deal Intelligence turns them into a price, a risk score and a committee decision.
Take the tour →Why DealBasis
Nearly half of broken deals die on what diligence finds. See the time and cost of finding out by hand.
See the data →Example
Project Saguaro's EBITDA walk: $592K management couldn't support, and the findings behind it.
See the example →FAQ and security
What to upload, how findings are verified, and where your files are kept.
Read the answers →See DealBasis on Project Saguaro
Explore the sample deal's Financial Diligence and Deal Intelligence, click any number to see its source, and download the memo and committee deck. No account needed.