The system of record for private-market investment decisions
AdvisareAdvisare
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Solutions · Independent sponsors & search funds

Institutional diligence, sized for a team of one.

A sponsor or searcher runs sourcing, screening, and diligence without an analyst bench. Advisare finds targets, reads the CIM and financials into one permanent record, scores each deal against your thesis, and drafts the memo your investors and lenders expect — every figure traceable to its source.

01

What Advisare reads

Sourcing themes & target listsThemes become segments, segments become a verified list of owners to call — with every outreach step on the record.themes to targets
CIMs & seller financialsRead page by page, the way an analyst reads them — claims extracted with their page numbers.page-by-page vision
QoE, add-backs & customer dataAdjustments, concentration, and retention computed from the raw files, not quoted from the deck.computed, not quoted
Market studies & the open webGrounded research fills the gaps a small team cannot cover, with sources attached.verified sources
02

Scored in your language

Your thesis, run as code.

Size, margin, and owner-transition gates run before anything is weighed. Re-run the screen on every new deal and only the inputs change — never the math.

Score breakdownWt · Contrib
  • Market & competitive position0.25+19
  • Revenue quality & retention0.20+16
  • Owner transition risk0.20+14
  • Financeability0.20+15
  • Unit economics0.15+12
  • Size & margin gateKNOCKOUT — PASSED
Total76 / 100
Proceed
03

What lands at IC

The memo your investors and lenders expect, without the bench.

Give us a past memo, or the format your capital partners ask for. Every deal renders into it — thesis, financials, risks — with each number linked to the CIM page or spreadsheet cell it came from, so the questions from the other side of the table have answers on the record.

Bring a live deal.

A CIM and a model is enough. We'll build the knowledge base during the meeting.

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