Professional
Corporate Finance Analyst
Tailored for M&A, private equity
and VC professionals
Professional
Corporate Finance Analyst
Tailored for M&A and private equity industries
Founded by a former
Lazard M&A Banker
Lazard M&A Banker
Founded by a former
Lazard M&A Banker
Buy-Side VDR Audits & Sell-Side Information memorandum
Executive Summary & Recommendation
High-level deal snapshot with key metrics, strengths, risks and recommended course of action.
Illustrative example
Buy-Side: Real Reports & Datapacks from Any VDR
Produce a clear, defensible report from any Virtual Data Room with structured findings, red flags, and document coverage — plus a complete Excel datapack.
Works with any provider or export
Sell-Side: Information memorandum + Excel Datapack
Delivered in your format (PowerPoint, Word, or PDF) plus a complete Excel datapack.
Ready to share immediately
Deal-Ready Intelligence
Deliver investment-grade analysis with full source transparency
Buy-Side: Full VDR Coverage
Traverse folders, documents, and metadata to surface key insights, risks, and completeness for diligence.
Buy-Side & Sell-Side
Audit VDRs for buy-side diligence or draft sell-side Information memorandum with consistent, reproducible outputs.
Your Format, Every Time
Receive an audit report or IM in your format, plus an Excel datapack ready for analysis.
Enterprise-grade security for your most sensitive company data
No training on your data
Modern & secure data practices
End-to-end encryption
Audited & tested
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Corporate Finance Analyst