Pre-LOI diagnostics on a target's books before you sign. A 100-day value-creation plan generated by Goal Seek the same week you close. Portfolio-wide EBITDA bridges for quarterly IC reporting — without waiting on twelve portco CFOs to send their numbers.
You're under LOI on a four-location restaurant group. The seller's QBO has two years of history. Connect read-only, run the anomaly detector, and within an afternoon you have a list of every account that's moved 2σ outside its envelope in the last twelve months — with the journal entries that caused each finding.
The diligence team gets a forecast accuracy baseline (how well were past management projections holding up?), an EBITDA bridge from last year to this year showing exactly which levers drove the trailing twelve-month performance, and an honest Goal Seek run against the deal model's target IRR. If the deal model is infeasible against the target's own history, you'll know that on day one of diligence.
Goal Seek doesn't replace the operating partner's judgment. It surfaces the three to five paths to a target the diligence model committed to — calibrated on what the target's own business has actually done before. The operating partner picks one and the plan becomes a tracked scenario the week after close.
Books on day one. AI-mapped COA by day two. Driver envelopes computed by day three. Goal Seek runs against the deal target. Three ranked lever combinations on the operating partner's desk by the end of week one.
Pick the path. Promote the Goal Seek solution to a tracked scenario. Assign lever owners. Anomaly detection now running nightly; variance attribution runs after the first close. The plan is a tracked scenario with full P&L, BS, CF.
First close. Variance attribution runs. Forecast accuracy starts. The drivers whose AI projections were wrong get larger uncertainty — the next path is better calibrated. Quarterly IC gets the consolidated EBITDA bridge.
Every portco connects to the same platform; the consolidated bridge for the entire fund is one click. Per-portco attribution on every bar so the IC sees which company drove the quarter and which one dragged it. Intercompany eliminations attributed to a synthetic entity so the bridge stays auditable to the last journal entry.
The "Explain the bridge" action generates the CFO-style narrative. "Q2 consolidated EBITDA grew $651k off Q1. Acme Foods led with $310k from a price-and-mix combination piloted in March and rolled out to all four units in May. Delta Tutoring continues to drag — enrollment growth has stalled at 1.6% below the baseline scenario..."
The wedge for PE: the deal model never gets tested against the target's own history during diligence. We test it on day one. If your IRR requires lever moves the target's business has never executed, you find out before the LOI — not in year two of the hold.
Connect your books in an afternoon. See the diagnostics and the first scenarios on your real data, the same week. No implementation fees, no six-month rollout, no SOW.