S
Lead Scoring
SOURCING · INTELLIGENCE
Tier 1/2/3 fit scoring across large target lists with conflict checks.
sourcing→
Exec bios, agenda, and tailored screening questions.
sourcing→
S
Market Matrix
STRATEGY · INTELLIGENCE
Interactive market segmentation matrix with custom risk dimensions.
strategy→
S
Deep Research
MARKET INTELLIGENCE
Institutional-grade research reports — TAM, segmentation, comps.
strategy→
E
Valuation Scorecard
EVALUATION · FINANCE
Preliminary valuation range from scored fundamentals and AI-extracted bands.
evaluation→
E
Go-to-Offer Memo
EVALUATION
Comprehensive deal review memo — thesis, financials, clients, returns.
evaluation→
E
Client Analysis
EVALUATION · ACCOUNTS
Upload client data for retention, scorecard, and pipeline analysis.
evaluation→
S
Strategy Engine
STRATEGY · ADVISORY
Board-ready strategic analysis using first-principles decomposition.
strategy→
KPI extraction, red flags, and a one-page deal summary.
evaluation→
Workstreams with owners, dates, vendor coverage, and dependencies.
diligence→
Bulk CoC, assignment, and renewal-risk review across the contract set.
diligence→
Live status across every diligence thread, vendor report, and seller answer.
diligence→