SB

Sarah's SaaS Business

Seller

John Doe

John Doe

TechVentures

Due Diligence
$3.2M Target

Deal Pipeline

Estimated Completion: March 15, 2025

Initial Match

Both parties connected

Jan 15, 2025

NDA Signed

Confidentiality agreement executed

Jan 22, 2025

Due Diligence

Document review and verification

In Progress (70% complete)
4

Valuation

Business valuation and pricing

Pending
5

Final Terms

Negotiate and finalize agreement

Pending
6

Closing

Execute transaction

Pending

AI Deal Assistant

Real-time analysis and recommendations

Active
⚠️

Action Required

Customer concentration analysis shows 40% revenue from top 3 clients. Recommend requesting customer diversification plan.

Strong Financials

Revenue growth trajectory exceeds industry average by 23%. Profit margins are healthy at 28%.

💡

Negotiation Tip

Similar SaaS acquisitions in this space averaged 4.2x revenue multiple. Consider using this as benchmark.

🤖

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Document Analysis

📊

Financial_Statements_2024.pdf

2.3 MB • Uploaded 2 hours ago

AI Analyzed
🤖 AI Analysis by Gemini 94% Confidence
Revenue (2024) $2.34M +34%
Gross Margin 78% +2%
Net Profit $654K +42%
⚠️ Risk Factors:
  • High customer concentration (Top 3 = 40%)
  • Seasonal revenue pattern in Q4
🚀 Growth Opportunities:
  • Strong recurring revenue growth (+45% YoY)
  • Low churn rate (2.3% monthly)
  • Untapped enterprise market
📄

Customer_Contracts_2024.zip

45.2 MB • Uploaded 30 minutes ago

Processing...
🏛️

Legal_Documents.pdf

1.8 MB • Uploaded 1 hour ago

Pending Review

Quick Actions

Due Diligence Checklist

7 of 12 completed
Financial Statements ✅ Verified
Tax Returns ✅ Verified
Customer Analysis ✅ Complete
Legal Review 🔄 In Progress
IP Assessment ⏳ Pending
Team Interviews ⏳ Pending

Recent Activity

🤖

AI Assistant analyzed financial statements

2 hours ago
John

John Doe requested additional customer data

4 hours ago
SB

You uploaded customer contracts

6 hours ago
📋

System completed tax return verification

1 day ago