Solutions · Private equity
From CIM to conviction, on the record.
Buyout and growth diligence runs on documents — CIMs, QoE reports, customer files. Advisare reads them page by page into one permanent deal record, scores the deal against your rubric, and drafts the IC memo with every figure traceable to its source.
01
What Advisare reads
CIMs & management presentationsRead page by page, the way an analyst reads them — claims extracted with their page numbers.page-by-page vision
QoE & accounting reportsAdjustments, normalizations, and one-time items land as structured fields, not margin notes.every figure sourced
Customer & revenue dataConcentration, retention, and cohort behavior computed from the raw files.computed, not quoted
Market studies & the open webGrounded research fills the gaps around the data room, with sources attached.verified sources
02
Scored in your language
Your rubric, run as code.
Weights and knockout gates are explicit and versioned. Re-run the screen after a new data-room drop and only the inputs change — never the math.
Score breakdownWt · Contrib
- Market & competitive position0.25+19
- Revenue quality & retention0.20+17
- Unit economics0.20+15
- Management depth0.15+11
- Exit paths0.20+16
- Concentration gateKNOCKOUT — PASSED
Total78 / 100
Proceed03
What lands at IC
The IC memo, in your house style, with receipts.
Give us two or three past memos. Every screen renders into your structure and tone — thesis, risks, sensitivities — and every number in it links back to the CIM page or spreadsheet cell it came from.
Bring a live deal.
A CIM and a model is enough. We'll build the knowledge base during the meeting.