Built for client-facing deal teams working across markets, clients, and targets. Create living deal profiles that combine market research, company intelligence, customer signals, benchmarks, interviews, and source-backed findings — all organized around the opportunity at hand.
Each target gets a living intelligence layer: company facts, market context, client priorities, competitors, benchmarks, and open diligence questions. Enter once — every downstream analytic opens with the deal pre-filled.
Connect the target company to the broader commercial picture: market structure, growth drivers, customer behavior, competitive positioning, pricing, and comparable assets — all linked to the deal.
Every claim traces back to its underlying source — filings, research, interviews, benchmarks, notes, or prior engagement work. Verify, reuse, and turn research into client-ready recommendations.
Create a workspace for each opportunity that combines target profiles, market maps, commercial benchmarks, client context, research notes, and deal history. Move from scattered information to a clear view of what matters, what is changing, and what the client needs to know.
| Stage | N | EV | → prior |
|---|---|---|---|
| Sourced | 14 | $3.2B | — |
| Screened | 9 | $2.1B | 64% |
| IOI | 4 | $1.4B | 44% |
| LOI | 2 | $680M | 50% |
| SPA | 1 | $450M | 50% |
| Closed | 1 | $450M | 100% |
| Hold | 3 | $1.2B | — |
Eight tracked signals across a sample engagement — market evidence, customer interviews, comparable transactions, and client priorities, all carrying source citations. Click into the workspace to see the underlying notes and references.
Organize research by target, market, customer segment, competitor, workstream, and client priority. The catalog is the spine of the deal workspace — click any row in the live app to scroll to its underlying source.
| Revenue | $418M |
| Locations | 62 sites |
| Ownership | Sponsor-backed |
| Management tenure | 4.2y avg |
| TAM | $28B |
| Growth (5y CAGR) | +7.4% |
| Top 3 share | 31% |
| Reg exposure | Moderate |
| Peer count | 14 |
| Peer median EV/EBITDA | 11.4x |
| Pricing position | Premium |
| Differentiator | Network density |
| Net retention | 108% |
| Top-10 concentration | 34% |
| Referral velocity | +12% QoQ |
| Churn risk flags | 3 |
Filings, market research, interviews, benchmarks, and engagement notes — every number traces back to its underlying source. No PHI, no proprietary data leaving the workspace, no SaaS lock-in. The intelligence layer is yours.
| CMS public data (HCRIS, MA, CMS-Compare) | 2,847 |
| Sector + market research reports | 184 |
| Customer / channel / competitor interviews | 26 |
| SEC filings (10-K, S-1, proxies) | 412 |
| Internal engagement notes & decks | 98 |
Sign in to your team workspace. Public sources are preloaded — connect CRM, market data, or research feeds when you're ready.