Financial intelligence for deal teams
For investment banks, M&A advisors, and private equity teams: screen targets, understand the financial questions, and move the right opportunities into deeper diligence.
Financial intelligence for investment banks, M&A advisors, and private equity.Explore the screening workflow
Why deals get stuck in financial preparation
A promising target is only the beginning. Your team still needs a clear view of earnings, revenue quality, cash, working capital, and unresolved risks.
Too many targets, too little time
A consistent first-pass screen helps prioritize where analysts and external diligence providers should spend their time.
An incomplete financial picture
Disconnected exports and supporting documents make it difficult to distinguish an earnings issue from a missing piece of evidence.
Handoffs that lose context
Findings need to travel with their sources and open questions as a target moves from screening into a formal engagement.
A connected path from first look to deeper diligence.
Finsider uses AI agents to assist financial preparation and analysis. Choose Platform for your team's own review, or scoped Advisory with CPA review and sign-off before delivery.
Screen target companies with Addback
Start with an evidence-linked pre-QoE screen across ten financial checks. Identify candidate adjustments, key risks, and information gaps before deciding what comes next.
Engage CPA-led Advisory
Receive scoped buy-side or sell-side QoE, valuation, LBO modeling, and M&A support with professional review. Confirm deliverables and timing at engagement intake.
Complete diligence in Platform
Give your analysts a shared financial workspace for statements, adjustments, cash proof, collaboration, and exports, while keeping conclusions subject to review.
Your next deal starts with a clearer picture
