Source / AI CIM screening
Your next acquisition starts with deciding what deserves a closer look. Drop CIMs or forward broker emails to screen incoming deals against your buy box, review the evidence and prepare the next conversation.
14 days free for first-time customers. No credit card required.
Illustrative files. No upload required.
Screen the fit. Check the source.
Choose the conversation worth having.
Find the deals worth your time.
Follow the full acquisitionSpecific tools for the decisions and follow-through your search depends on.
Drop a CIM or a folder of files, or forward broker emails and supported listing alerts to your workspace address. New documents can attach to an existing deal when a match is found.
Keep incoming opportunities and their supporting documents together.
Set search criteria, required criteria and their weights. Screen on the reported or seller-adjusted earnings basis you choose, with a fit assessment and reasons for each verdict.
Evaluate the opportunity against your search mandate.
See a suggested next step with the factors behind it. Required criteria, unanswered questions and red flags help you understand why a deal needs attention.
Make the triage decision with its reasoning in view.
Search by company, industry or location. Filter by verdict and required criteria, then sort the screening queue by fit, price gap and other deal signals.
Find a useful shortlist inside a growing backlog.
Compare up to four deals side by side. Asking price, revenue, SDE and EBITDA retain their period, earnings basis and source, so differences stay visible.
Compare what each figure actually represents.
Open the screen alongside the PDF, follow source-page links and inspect highlighted quotes. Coverage notes and review flags show where the file or figures need another look.
Check the evidence without reconstructing the analysis yourself.
Copy broker questions, prepare information requests or draft a pass note. With Gmail connected, save a draft to review; otherwise, use the copyable text.
Carry the open questions into your next broker conversation.
Advance a deal, pass with a reason or snooze it with a follow-up task. Keyboard shortcuts, bulk passes, progress updates and file retries support working through a batch.
Keep the next action and the decision history with the opportunity.
Update your buy box and refresh existing fits from stored facts without another model call. You can also request screening for open deals already in your pipeline, with a cost estimate first.
Apply your current criteria to work you have already done.
IN YOUR WORKDAY
Set your buy box, then upload files or forward the broker's email to your workspace intake address.
Check the verdict, compare relevant deals and open the cited pages for figures or risks that need your judgment.
Advance the opportunity, ask the broker for more information, record a pass or schedule a revisit.
BEFORE YOU START
Direct intake supports PDF, PPTX, DOCX and XLSX files, including folders, with up to 100 files per batch and 100 MB per file. Forwarded email attachments have separate limits of 25 attachments and 40 MB per attachment. Unreadable or password-protected files need attention before screening can finish.
No. Initial screening may use a selection of pages while fuller document analysis continues. SearchWare shows page coverage, source references and fields that need review. Use those signals to inspect the underlying documents before making an acquisition decision.
Screening works on the files, forwarded emails and supported listing alerts you provide. It does not supply proprietary deal flow or sign into members-only listing sites; those alerts are evaluated from the details in the email. Broker questions and notes are copyable text or Gmail drafts for you to review and send.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.