Evaluate / Deal memos & evidence
A persuasive CIM is the start of the work. SearchWare brings the source figures, conflicting information, underwriting and unanswered questions into a deal memo you can use to direct the next stage of your search.
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The seller’s add-backs change the picture. Open either source to see what supports the number.
Sample excerpts · click a figure to inspectAlex MorganInterested
Recurring service work. Worth a seller call.Jamie ChenInterested
Proceed using the QoE earnings basis.Your view
Build conviction. Together.
Follow the full acquisitionSpecific tools for the decisions and follow-through your search depends on.
Bring CIMs, financials and other deal documents into one record. Document analysis extracts information with its source, including page or sheet references where available.
Keep the material behind the investment decision in reach.
Review the quote, period and basis behind a figure. Source checks flag claims that need review, while your chosen values stay distinguishable from figures taken from documents.
Know what the number means before putting it into the model.
Surface conflicting figures, financial tie-out issues, recurring add-backs and missing evidence across the documents. Use the findings to focus the next seller or advisor conversation.
Investigate the gaps that a headline EBITDA figure can hide.
Review the recommendation, evidence coverage, fact ledger, pre-QoE observations, operations, people, customers, market, legal considerations and valuation in a structured memo.
Evaluate how the business, its economics and its risks fit together.
The memo references stored source figures and underwriting outputs. Open questions, financing analysis and LOI considerations remain connected to the underlying deal evidence.
Keep the written analysis aligned with the numbers you are reviewing.
A stale indicator shows when the memo needs an update. Automatic refresh, a What changed section and previous memos help you revisit the analysis as new evidence arrives.
Recognize when a prior conclusion deserves another look.
Review open seller questions, a diligence request list, the risk register and LOI levers. Send selected requests to a diligence portal, a collection link or deal to-dos, subject to your permissions.
Carry analysis directly into the work needed to resolve it.
Open deal chat to ask questions with the opportunity's documents and history in context. Keep that conversation alongside the memo and the rest of the deal record.
Explore a question without rebuilding the background in a separate chat.
IN YOUR WORKDAY
Add the CIM and supporting files so the analysis can connect figures to their source material.
Review cited figures, contradictions, coverage and the questions still open. Follow the evidence and make your own assessment.
Turn selected findings into requests or to-dos, then revisit the memo as new material changes the picture.
BEFORE YOU START
No. Its pre-QoE section helps scope the work: add-backs, revenue questions, balance-sheet items and evidence your QoE provider may need to test. It supports preparation and review; it does not replace independent accounting, legal or lending advice.
The memo connects figures to stored document facts or underwriting outputs. Review the cited source, the period and earnings basis, and any verification or coverage flags. A successful source check means the figure is supported by the document, not that the seller's financial statements have been independently audited.
SearchWare marks an existing memo stale when relevant information changes and queues a refresh after changes settle. What changed and previous memos help you revisit the analysis. Refreshes depend on AI availability and usage limits, so check the memo's status before relying on it.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.