Screen a business acquisition
like a full deal desk — solo.
Paste a CIM and get a contrarian Red Team report in minutes — the deal-killers, shaky assumptions, and downside scenarios a broker won't volunteer. Free, no credit card.
Setup takes 30 seconds · No credit card · Free forever plan
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Encrypted
Audit Trail
Full Logging
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Compliant
No Credit Card
Required
30-Day
Money-Back
Every score cites its sources, shows a confidence level, and is red-teamed — encrypted (AES-256), your files aren't used for training.
No black-box AI. Every finding links to the source it came from, every dimension carries a confidence rating, and a contrarian Red Team engine challenges the thesis before you commit capital.
Cited sources
Every finding links to its origin
Confidence levels
High / Medium / Low on every dimension
Red-teamed
Contrarian analysis on every deal
AES-256 encrypted
Your CIMs are encrypted at rest
No training on your data
Your files are never used for model training
Drop a CIM. Get an Investment Thesis.
Upload a CIM, P&L, or any deal document. DealForge extracts every data point, populates your analysis, and delivers a scored report with red flags — no re-typing, no spreadsheet assembly.
Analysis Complete
Summit Mechanical & HVAC LLC
78
Score
Medium
Confidence
62
Skepticism
1.42
DSCR
⚠️ Deal Killer Identified
Customer concentration risk: 45% revenue from single client
⚡ Thesis Challenge
Growth projections assume 20% market expansion—validate assumptions
💡 Mitigation Strategy
Negotiate earnout tied to customer diversification milestones
Model SBA 7(a) & seller financing
Stack SBA 7(a) loans, seller notes, and buyer cash — then see DSCR, cash-on-cash return, and buyer equity at close. Stress-test revenue drops and rate hikes before you sign.
1.42
DSCR
28%
Cash-on-cash
Financing stack
Stress test: 20% revenue drop → DSCR 1.18 (Tight)
< 3 min
CIM to scored report
6
Parallel analysis engines
100+
Data points per deal
AES-256
Bank-grade encryption
$0
To start — forever
Three Ways In. One Powerful Output.
No scrapers. No data licensing fees. Just bring your deal data however you have it — we handle the rest.
Upload or enter deal
CIM, PDF, manual, or CSV
6 engines analyze
Financial, market, risk, growth, valuation, red team
Full report generated
Scores, SBA structure, deal coach insights
Red Team challenges thesis
Deal-killers, over-optimism, downside scenarios
Upload a CIM or Financial Doc
Fastest path — zero data entry
Drop a CIM, P&L, balance sheet, or any deal document. DealForge extracts company name, financials, industry, location, and every data point it can find — then auto-populates the analysis form.
💡 Most competitors make you re-type data from PDFs. We don't.
Manual Entry
Full control over every field
Enter company details directly with our structured form. Supports 4 asset types — Business Acquisition, Real Estate, Digital Asset, and Franchise — each with specialized fields.
💡 Great for deals where you already know the numbers.
Bulk CSV Import
Bring your entire deal pipeline
Export your deal list from any source — spreadsheet, CRM, broker platform — and import it as a CSV. Map columns to fields and run batch analyses across your whole pipeline.
💡 Screen 50 deals in the time it used to take to screen 1.
Why This Matters
Most M&A platforms require you to manually re-enter data from broker packages and CIMs. DealForge's document intelligence extracts that data automatically — so you go from "I got a new CIM" to "I have a scored analysis with red flags" in minutes, not days.
Before vs. After DealForge
40+ hours screening one deal
Full analysis in under 3 minutes
Red flags buried on page 47
Every risk surfaced automatically
5 deals/week throughput ceiling
Screen 50+ deals/week without breaking
Broker's rosy narrative taken at face value
Red Team challenges every assumption
< 3 min
Average analysis time
6
Parallel analysis engines
100+
Data points per analysis
AES-256
Encryption standard
What's Actually Running Under the Hood
Not a chatbot. Not a template. A multi-engine analysis system purpose-built for M&A due diligence.
6 Specialized Analysis Engines
Financial health, market position, growth opportunities, risk assessment, valuation, and a Red Team engine that challenges every thesis — running in parallel.
Built-In Devil's Advocate
The Red Team engine actively looks for deal-killers, over-optimism, and logical fallacies in the investment thesis — the analysis your team might skip under deal pressure.
SBA Deal Structuring & DSCR
Auto-built financing structures — SBA 7(a), seller notes, and buyer cash — with DSCR, cash-on-cash return, and stress tests baked in. See if the deal actually cash-flows before you spend time chasing it.
When you're ready to go deeper: data rooms, portfolio tracking, QuickBooks, DocuSign NDAs, and team seats are there for firms that need them — without crowding the workflow you use to screen deals fast. For teams →
Your Data is Secure & Under Your Control
We understand that M&A data is highly sensitive. DealForge is built with institutional-grade security, full GDPR/CCPA compliance, and complete data ownership guarantees.
End-to-End Encryption
All data is encrypted in transit (TLS) and at rest (AES-256) using industry-leading encryption standards.
GDPR & CCPA Compliant
Full compliance with international data protection regulations. Export, correct, or delete your data anytime.
You Own Your Data
Your M&A data belongs to you. Export it anytime, delete it permanently, or restrict processing—your choice.
AES-256
Encrypted
GDPR
Compliant
CCPA
Compliant
Your Privacy, Your Control: We never sell your data to third parties. You can export all your data, request corrections, or delete your account permanently at any time. Our platform gives you full transparency and control over your information.
This is What You Actually Get
Anonymized output from a real analysis. No fluff — this is the actual depth and format of every report.
Summit Mechanical & HVAC LLC
Commercial HVAC · Denver, CO · Est. 2010
78 / 100
Overall Score · Medium Confidence
82
Financial Health
74
Market Position
79
Growth Potential
Medium
Risk Level
$2.9–3.4M
Valuation Est.
Executive Summary
Summit Mechanical & HVAC is a profitable, well-established commercial HVAC shop with 14 years of operating history, strong recurring maintenance revenue (~58% contracted), and a defensible position in the Denver metro. Revenue has grown at a 9% CAGR over 3 years. The deal is fairly priced at 4.1x SDE. The primary risks are founder dependency — the founder personally manages ~40% of commercial accounts and holds the master mechanical license — and customer concentration among the top three property-management clients. Recommended mitigation: a structured earnout tied to customer retention and a 12-month paid transition agreement.
⚠ Top Red Flags
- •Key-person dependency — founder manages ~40% of accounts and holds the master license
- •Customer concentration — top 3 PM clients = 46% of revenue
- •Colorado license transfer takes 60–90 days — can stall revenue recognition
💡 Deal Coach Insights
- →Suggested offer: $3.0M (3.85x SDE) with a $250K earnout over 18 months tied to top-3 client retention
- →Key growth lever: Convert reactive callers to annual maintenance contracts — est. +$190K SDE within 12 months
- →Negotiate a 12-month paid transition consulting agreement; require client-introduction meetings before close
* Anonymized sample output for illustration. Actual company names, financials, and details are fictional.
How DealForge Works
Watch how you analyze companies in minutes, not weeks.
Paste Company Info
Enter details or paste from marketplace in seconds
New Company Analysis
Enter details or paste from marketplace
Built for the screening work those tools don't do
PitchBook and CapIQ are built for portfolio analytics and deal-flow data. DealForge is built for the screening work they don't do — automated CIM analysis and a contrarian Red Team, starting at $0.
| Feature | DealForge | PitchBook | CapIQ | Manual (Analysts) |
|---|---|---|---|---|
| Automated CIM Analysis | ||||
| Red Team / Contrarian Analysis | ||||
| Document Intelligence | ||||
| Deal Coach | ||||
| Starting Price | $0/free | $20K+/yr | $25K+/yr | $85/hr |
Comparison based on publicly available feature sets. PitchBook and CapIQ are trademarks of their respective owners. Pricing is approximate and may vary.
Every Hour You Spend Screening Is an Hour You're Not Closing
The best dealmakers don't work harder on deal flow — they have better systems. Start free — upgrade when you're ready.
30-second setup · No credit card · 30-day money-back guarantee
AES-256
Encrypted
Audit Trail
Full Logging
GDPR & CCPA
Compliant
No Credit Card
Required
30-Day
Money-Back
Automated outputs are for reference only — not financial advice
Built by an operator who got tired of the grunt work
"I come from engineering and business operations, and I spend my time on AI orchestration — getting systems to do the analytical grunt work reliably. Screening an acquisition is exactly that kind of work: extracting numbers, pressure-testing a broker's story, modeling the financing. I built DealForge to do that first pass, with every output citing its sources and showing its confidence — because a screening tool you can't check is worse than none."
— R Wyatt Giles, Founder of DealForge
Try It Risk-Free. We Mean It.
We're so confident DealForge will change how you evaluate deals that we've removed every barrier to getting started.
No Credit Card Required
Start with our Free Forever plan. 10 analyses, full pipeline, basic export. No payment details needed — ever.
30-Day Money-Back Guarantee
Upgrade to Professional or Firm and if it doesn't deliver value within 30 days, we'll refund every cent. No questions, no hoops.
Cancel Anytime
No annual lock-ins on monthly plans. Cancel from Settings in two clicks. Your data stays exportable even after you leave.
Protected by Enterprise-Grade Security
AES-256 Encryption
Data at rest & in transit
Full Audit Trail
Every action logged
GDPR & CCPA
Compliant practices
Data Export
Anytime, your data
Built to Scale With Your Deal Flow
Whether you're screening your first acquisition or managing a portfolio — pick the plan that matches your velocity. Free forever tier, no credit card.
Free Forever
Test the workflow — zero commitment
$0/forever
- 10 analyses to start
- Basic Analysis (core extraction + score + valuation)
- Pipeline + basic export
- Unlimited analyses
- Red Team contrarian analysis
10 analyses included · No payment info needed
Professional
For searchers & independent sponsors
$199/mo
- Unlimited documents & analyses
- Premium Multi-Dimensional Analysis (Financial, Market, Growth, Risk)
- Sensitivity matrix + LBO modeling
- Red Team contrarian analysis
- PDF & CSV export with watermarks
- Unlimited team seats
- White-label exports
30-day money-back guarantee · Cancel anytime
Firm
For deal teams & firms scaling deal flow
$499/mo
- Everything in Professional
- Unlimited team seats + role-based access
- End-to-end encryption default-on
- Full audit log + data retention controls
- White-label PDF exports (no branding)
- Secure data rooms with NDA workflows
30-day money-back guarantee · Cancel anytime
AES-256
Encrypted
Audit Trail
Full Logging
GDPR & CCPA
Compliant
No Credit Card
Required
30-Day
Money-Back
What DealForge Is — And Isn't
We'd rather set clear expectations than oversell. Here's the honest picture.
What It IS
- A powerful first-pass screening tool to evaluate deals faster
- An automated research engine that surfaces risks and opportunities
- A living platform — new features ship weekly based on user feedback
- A time-saver that replaces hours of initial research, not months of diligence
- An early-stage product: some features are new and being refined in real-world use
What It ISN'T
- Not a replacement for professional QoE, legal, or financial advisors
- Not a substitute for human judgment on high-stakes capital decisions
- Not infallible — automated analysis can miss context a seasoned advisor would catch
- Not financial or investment advice — all outputs are for reference only
- Not a finished product — bugs happen and we fix them fast, but expect occasional rough edges
We believe transparency builds better products and better relationships. If something breaks, we want to know — and we fix it fast.
Your Questions, Answered
Find quick answers to the most common questions about DealForge.
You're Leaving Deals on the Table
Every deal you can't screen fast enough is a deal someone else closes. DealForge gives you the leverage to see more, move faster, and win the ones worth winning.
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