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COMMERCIAL DILIGENCE·HEALTHCARE·built on public data

The deal file that
shows its work.

One workspace per target: market structure, peer benchmarks, comparable transactions, and the signals around them. Every figure links back to the filing, cost report, or call it came from — and nothing ever leaves your infrastructure.

/01

Enter the deal once

Name the target, set the thesis, drop in the financials. Every analytic downstream opens already filled in — no re-keying the same number into five tools.

/02

Market and target together

The target sits inside its market: growth, payer mix, named competitors, and the comparables that set the multiple. Read across the page, not just down it.

/03

Every figure shows its source

Click any number to land on the filing, cost report, or call behind it — then hand the file to the next analyst without losing the trail.

THE WORKSPACE

From scattered files
to one deal view.

The target profile, market map, comparable set, interview log, and diligence questions live in one place and stay tied to the deal — so the whole team reads the same file, from sourced to close.

Sourced
14
$3.2B
Screened
9
$2.1B
IOI
4
$1.4B
LOI
2
$680M
SPA
1
$450M
Closed
1
$450M
Hold
3
$1.2B
Deal funnelSample
StageNEV→ prior
Sourced14$3.2B
Screened9$2.1B64%
IOI4$1.4B44%
LOI2$680M50%
SPA1$450M50%
Closed1$450M100%
Hold3$1.2B
WHAT IT COMPUTES

Analysis that
ships in the box.

Every workspace carries the same analytic surfaces, run on public data and your own inputs — no add-on modules, no per-seat math, no waiting on a vendor.

Forward EBITDA

Monte Carlo

EBITDA, MOIC and IRR distributions across thousands of trials, with driver attribution.

Value creation

EBITDA bridge

Entry to exit, decomposed into the operating levers that get you there.

Public data

Peer X-ray

Any hospital read against its HCRIS cost-report cohort on 15 operating metrics.

Market

Comparables

Reference transactions and public comps matched to the target by profile distance.

Credit

Covenant stress

Per-quarter breach probability and equity-cure sizing under rate and EBITDA shocks.

Timing

Regulatory calendar

CMS, OIG and payer dates mapped to the specific thesis driver each one moves.

Team

Management read

Forecast reliability, comp structure, tenure and prior-role track record, scored.

Provenance

Source library

Every figure on every surface cites the public document it was computed from.

A SAMPLE PROFILE

One target,
four angles.

Company, market, competitors, and customers on one screen — the whole commercial picture in a sitting. Figures below are illustrative; in the app every row links to its source.

Project Meridian · regional services platformIllustrative sample
COMPANYDEAL
Revenue$418M
Locations62 sites
OwnershipSponsor-backed
Mgmt tenure4.2y avg
MARKETMARKET
TAM$28B
Growth (5y CAGR)+7.4%
Top-3 share31%
Reg exposureModerate
COMPETITORSMARKET
Peer count14
Peer median EV/EBITDA11.4x
Pricing positionPremium
EdgeNetwork density
CUSTOMERSDEAL
Net retention108%
Top-10 concentration34%
Referral velocity+12% QoQ
Churn flags3
THE DATA

Public where it can be,
yours where it counts.

It ships loaded with CMS public data and reads SEC filings out of the box. Add your own research, interviews, and notes alongside them — nothing you add is sent anywhere.

CMS public
2,847
cost reports
Filings
412
10-K / S-1
Market research
184
sector briefs
Interviews
26
calls logged
Your notes
98
engagements
Source inventorySample
CMS public data (HCRIS, MA, CMS Compare)2,847
SEC filings (10-K, S-1, proxies)412
Sector & market research184
Customer / channel / competitor calls26
Your own engagement notes & decks98
GET ACCESS

Bring your own model.
Keep your own data.

PE Desk runs on your infrastructure with the model you choose, local or hosted. Public sources come preloaded; connect your research and CRM when you’re ready. No data leaves the box, no SaaS lock-in.