How It Works Coverage Pricing For Brokers Run Full Report →
Preliminary Due Diligence

Know what you’re buying before you close.

Upload your CIM, financials, and lease documents. Get a structured red flag report across 8 risk categories in under two minutes. Every finding cited to the source.

Run Full Report → Free Preliminary Scan
8 risk categories Results in under 2 min $499 per report First report free
Preliminary Scan FREE
Business Description
Preliminary scan only. Full 8-category report requires uploaded documents.
Analyzing...
Preliminary scan complete.
The full 8-category report requires your financial documents, lease, and CIM. Enter your email to run it free.
Process

How it works

Most buyers read the CIM, look at the P&L, and hope for the best. The risks that kill deals are in the documents every time.

01
Upload your documents
CIM, three-year P&L, lease summary, customer data, tax returns. Any combination of what you have. PDF, CSV, XLS, and other common formats accepted.
02
Review the report
Full 8-category analysis in under two minutes. Every finding is cited to the exact source document and passage. No generic warnings, no speculation.
03
Ask follow-up questions
Interrogate the analysis in plain language. Answers grounded in your uploaded documents. Push on anything before you sign the LOI.
Report Coverage

8 categories. Every report.

These are the categories that appear in every professional quality of earnings engagement. Prelim screens all eight from your uploaded documents.

01
Customer Concentration
Revenue from top customers, contract status, churn risk, and what happens if a key account leaves after close.
02
Revenue Quality
Recurring vs. one-time, owner add-backs in SDE, TTM anomalies, and whether the financials reflect what will actually transfer.
03
Owner Dependency
Revenue and key relationships tied to the seller, and what transfers on day one versus what walks out with them.
04
Lease & Real Property
Change-of-control clauses, remaining term, landlord consent requirements, and rent relative to revenue.
05
Supplier Concentration
Key supplier dependencies, exclusivity arrangements, and whether those relationships transfer on close.
06
Legal Exposure
Litigation, regulatory compliance, liens, undisclosed liabilities, and fine print that surfaces in diligence.
07
Financial Statement Quality
Who prepared them, cash vs. accrual basis, year-over-year consistency, and margin anomalies that warrant scrutiny.
08
Working Capital
What is included in the deal price, normalized working capital baseline, and seasonality adjustments.
Pricing

Simple pricing.

You are about to spend $150,000 to $2,000,000. A full report runs in under two minutes and costs less than one hour of a CPA’s time.

Preliminary Scan
Free
always · no account required
  • 3 preliminary red flags from a business description
  • Every finding cited to your text
  • Missing document checklist for full analysis
Run Free Scan
Full Report
$499
per report · first one free
  • Complete 8-category red flag analysis
  • Every finding cited to the source document
  • Conversational Q&A on the report
  • PDF, CSV, XLS and other formats accepted
  • Report delivered to your email
Run Full Report →
First report is free. $499 per report after that.

Running a brokerage or screening listings before they go to market? Broker pricing is $299/report with no subscription or minimum.

See broker pricing →
Questions

Common questions.

What is preliminary due diligence?
Preliminary due diligence is a first-pass review of deal documents to identify red flags before committing to a full quality of earnings audit or legal review. It covers customer concentration, revenue quality, lease terms, owner dependency, and financial statement integrity. Prelim automates this: upload your documents and get a structured report in under two minutes, with every finding cited to the source material.
What is the difference between the free scan and the full report?
The free scan takes a business description, the paragraph from a listing or CIM summary, and surfaces 3 preliminary flags in about 60 seconds. No documents required. The full report takes everything you have: P&L, lease, customer data, financials. It covers all 8 risk categories, cites every finding to your documents, and includes a conversational Q&A where you can push on anything before you sign an LOI.
What documents should I upload for the full report?
The most useful documents are: the Confidential Information Memorandum (CIM), three-year P&L or income statements, the commercial lease or lease summary, a customer list with revenue data, supplier agreements, and the seller’s SDE recast. The more you provide, the more comprehensive the report. Prelim accepts PDF, CSV, XLS, and other common formats.
Is this a replacement for a quality of earnings audit?
No. Prelim is a preliminary screening tool. A CPA doing a quality of earnings study has direct access to the books, can request additional records, and carries professional accountability. Prelim reads what you upload. Use it to decide which deals deserve a $5,000 to $15,000 professional audit, not as a substitute for one. Always engage a CPA and attorney before closing.
When should I use this in the acquisition process?
Before signing the Letter of Intent. Once the LOI is signed you are in exclusivity and the formal diligence clock is running. Prelim is most useful in the window before you commit, when you are deciding whether this deal deserves the time and cost of a full professional engagement.
Are my documents stored after the session?
No. Everything is analyzed in-session only. Document content is not stored after the session ends, not logged, and not used for model training. All requests are encrypted in transit.

Prelim is a preliminary screening tool, not a substitute for professional due diligence. Before closing any acquisition, engage a CPA for a quality of earnings review and an attorney for legal diligence. Prelim identifies patterns in documents you upload. It does not access source records, carry professional certifications, or provide investment advice.