dealthesis

Drop a CIM.
Get a thesis.

AI-powered acquisition analysis. 18-step pipeline scrubs the deal end-to-end — financials, customers, owners, competition, downside — and returns a verdict with sources.

Request access

Three steps. Minutes, not weeks.

1

Upload the CIM

Drop the seller's PDF. We extract financials, customers, owners, and the seller's narrative.

2

AI analyzes 18 dimensions

Market comps, headroom, QoE, debt capacity, competitive landscape, downside cases. Sources cited inline.

3

Verdict + IC memo

Thumbs up or down with confidence, action items, and a downloadable IC-ready PDF.

The diligence work, automated.

Each section runs as an independent Claude call. Results stream to their own tab. Inline flags surface anything an investor should question.

Quality of Earnings

Scrubs every addback. Separates one-time from recurring. Produces an independent adjusted EBITDA.

People & Owners

Web-search backgrounds, prior exits, financial distress signals. Surfaces motivation for sale.

Customer Validation

Searches each named customer for health, recent M&A, layoffs, complaints.

Competitive Deep Dive

Names every real competitor. Tracks market share trajectory and pricing pressure.

Headroom

Compares every P&L line to industry medians. Quantifies the dollar opportunity if normalized.

Working Cap & Valuation

DSO/DPO/DIO trends + triangulated fair value across trading comps, precedents, and DCF.

Debt Capacity

Models leverage scenarios with current rates. Sponsor IRR uplift at each level.

Strategic Opportunities

Named bolt-on targets, roll-up dynamic, likely strategic exit buyers.

Downside Stress

Bear cases — revenue shock, customer loss, multiple compression. Breakeven and early-warning KPIs.

Ready to flip your CIM stack?

Sign in with your account, or email us to request access.

Request access