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Transaction Services

FinancialPulse (Red-Flags Report)

A fast red-flags read that tells you whether a deal deserves full diligence.

OFFERING OVERVIEW

A fast, focused red-flags report for smaller transactions, phased diligence, or an early look at a target, covering working capital and balance-sheet omissions, revenue recognition, gross margin, and EBITDA. Our AI-enabled process scans the full data set rather than a sample, so even a quick, cost-effective read catches the issues that matter, run by the same senior team that would carry a deal forward into full diligence if the early read warrants it.

Included capabilities

FinancialPulse

A fast red-flags read for the deals that don't need full-scope diligence.

Red-flags report covering working capital and balance-sheet omissions, revenue recognition, gross margin, and EBITDA.

Other Offerings within

Transaction Services

Quality of Earnings (Full-Scope FDD)

The deepest level of diligence we run: 100% transaction coverage, not a sample.

QoE Lite

Focused diligence for smaller add-ons, with the same full transaction coverage.

Venture Diligence

Investor-grade diligence that moves at the pace of the round.

Post-Close Support

The team that ran your diligence stays on, so the books match the databook after close.

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.