For ETA searchers, independent sponsors & acquirers
Velocity to review more deals.
Precision to buy the right one.
Upload any broker CIM and messy P&L. NextPhase mathematically reconciles cash flow, stress-tests seller add-backs, benchmarks SBA debt viability, and generates target-specific diligence questions in minutes.
Includes free Pipeline CRM. No credit card required. Built on SOC 2 Type II certified infrastructure.
Minutes, Not Days
Drop in any CIM or multi-year financial package
A Whole Data Room, Recomputed
Every figure rebuilt from its own components and laid out clean
Pipeline That Compares
Track every deal and broker, then compare them against each other and your criteria
Ask the Documents Anything
In plain English, answered with the source file named
How the Deal Desk works for you
The Three Pillars
| Documents | 20 |
|---|---|
| Pages | 42 |
| Time | 25–43 minutes |
Screen 10x more deal flow without burning out.
Turn 8 hours of manual spreadsheet spreading into minutes of instant clarity.
Manage deals, track broker contacts, and review the full Deal Report in one centralized workspace, saving an estimated 8+ analyst hours per deal.
| Item | USD |
|---|---|
| Owner compensation | 412,000 |
| Personal auto & travel | 31,500 |
| One-time legal & transition | 219,500 |
| Total add-backs, stated | 663,000 |
| Recomputed | 510,000 |
| Δ vs stated | (153,000) |
The seller's own tax return doesn't support $153,000 of the add-backs in their CIM. At a 3x multiple, that's $459,000 of asking price resting on figures that don't hold.
Stated in the CIM's add-back schedule; recomputed against the 2024 federal return.
Mathematically verified cash flow. Zero AI guessing.
Stop relying on LLM text summaries that repeat broker errors with false confidence.
Isolate, stress-test, and toggle broker add-backs on or off with an interactive slider. Watch your adjusted SDE, valuation multiple, and debt service coverage update dynamically in real time.
Upload the statements and we will reconcile deposits against stated revenue month by month, so "the numbers tie to the bank" stops being something you take on faith.
- Documentation3 of 8 documents we'd expect
- Arithmetic16 checks run, 12 tie
- Earnings quality50.1% of SDE rests on undocumented add-backs
- ConcentrationLargest customer 8.5%
- Trend3 years, revenue and earnings both rising
Five independent reads. No composite score.
Walk into broker calls knowing more than the seller.
Arm yourself with objective Deal Strength scores, SBA debt modeling, and high-conviction diligence guides.
Ask the data room anything in plain English. Customer concentration, key employees, supplier terms, lease assignment. Answers come back with the source file named.
One workspace
The Integrated Solution
Mathematical Verification Engine
Real reconciliation, not text extraction.
We do not just read PDFs. We recompute every calculation the seller states from its own components, cross-referencing tax filings, P&L data, and the add-back schedule to verify actual operating cash flow. Where they disagree, you see both numbers and the arithmetic.
Interactive Add-Back Scenario Slider
Model your valuation in real time.
Test how your purchase price and debt service coverage change when you accept, discount, or reject specific broker add-backs. Build an adjusted SDE figure you can defend in negotiations.
Industry Multiple Ranges and Value Drivers
Know the why behind the multiple.
Benchmark your target against researched multiple ranges for its sub-sector. Instantly see which operational attributes increase or decrease the company's valuation, and by how much.
Contextual CIM Intelligence
Instant source-attributed answers.
Ask targeted questions about customer concentration, key employees, or supplier terms. NextPhase pulls exact data points and names the file each one came from.
Management Meeting Prep
Walk into management calls prepared.
Automatically generate target-specific interview guides, red flag warnings, and requested documentation schedules tailored to the deal's industry.
Deal Pipeline and Broker Directory
Keep your deal flow structured.
Manage every active opportunity in a dedicated M&A pipeline. Track broker contacts, NDA statuses, and valuation milestones in one centralized workspace.
Ready to hop out of spreadsheets and into the NextPhase Deal Desk?
10x Your Deal SearchDiligence ROI
The same forensic work. In a fraction of the time.
| Diligence stage | Traditional search workflow | With NextPhase platform | Est. savings |
|---|---|---|---|
| Pipeline Management | Scattered spreadsheets & lost emails | Unified M&A CRM & Broker Directory | 2 hrs / week |
| P&L Spreading & Extraction | 4 to 8 hours manual Excel data entry | Minutes, not a day of spreading, on a full data room | $500+ / deal |
| Arithmetic Verification | Unverified until $15k+ formal QofE | Every stated calculation recomputed | $1,000+ / deal |
| Add-Back Verification | Manual line-by-line guesswork | Interactive Scenario Slider with SBA norms | 2 hrs / deal |
| SBA Debt & DSCR Modeling | Building custom financial models from scratch | Automated debt-capacity calculator | 1 hr / deal |
| Broker Call Preparation | Generic templates drafted late at night | Target-specific diligence guides generated instantly | 1.5 hrs / deal |
Based on standard $100/hour analyst diligence rates, on a typical twenty document package.
From CIM to high-conviction offer in 3 steps.
- 01
Upload Deal Files
Drop in any broker CIM, 3 to 5 years of P&Ls, balance sheets, and tax filings in PDF or Excel format.
- 02
Automated Forensic Audit
We recompute every stated calculation, flag what does not tie, stress test the add-backs, model SBA debt service, and score Deal Strength across five measures.
- 03
Negotiate with Leverage
Ask the documents anything, adjust the add-back scenario, take the generated questions to the broker, and submit with conviction.
Simple, transparent pricing built for people actively looking.
Start free to organize your pipeline. Upgrade when live deal flow hits your desk.
Founder rate, locked in permanently for early subscribers
Best for organizing deal flow and broker relationships
- Track every deal in one pipeline, unlimited
- Import your existing spreadsheet in one step
- Broker directory with contact details
- Check 10 listings a month against industry multiples
- SBA debt service and DSCR on any deal
Best for part-time searchers reviewing 2 to 3 active deals per month
- Everything in Free
- Upload the CIM, the financials, the whole data room
- We recompute the seller's arithmetic line by line and show you what doesn't tie
- An independent valuation with our own estimate, not just theirs
- The questions to send the broker, drawn from what's missing
- Unlimited listing checks
125 documents analyzed per month.
Best for full-time search funds, independent sponsors, and active buyers
- Everything in Starter
- Ask your documents anything in plain English, answered with the source named
- Test the add-backs yourself and watch the valuation move
- Match every deal against your own buying criteria
- Compare deals side by side
- Revenue, margin and customer concentration charts
300 documents analyzed per month.
Refer a fellow searcher
Earn $50 for every buyer who subscribes
How it works:
- 1. Share your referral link
- 2. They get 25 bonus listing checks and their first month of Starter free
- 3. You get $50 credit once their first payment goes through
Security
Your deal documents remain strictly confidential.
Your documents are private to your account, never used to train AI models, and deletable at any time.
Zero AI Model Training
Your uploaded CIMs, tax returns, and financials are never used to train public or private AI models. Your data remains strictly isolated to your workspace.
Encrypted, Certified Infrastructure
Deal data is encrypted at rest with AES-256 and in transit over TLS, hosted with providers that hold SOC 2 Type II certification. Payments are handled by a PCI DSS Level 1 provider, and card details never touch our systems.
Permanent Deletion on Demand
You own your data completely. Delete any deal file, financial schedule, or entire deal permanently at any time with a single click.
Proprietary deal flow
Looking for pre-audited, off-market acquisitions instead?
In addition to auditing your external deals, NextPhase prepares and lists businesses for sale. Every listing is prepared with the seller and reviewed by our team before it reaches your desk, using the same discipline the Deal Desk applies to your own deals.
Prepared, Not Just Listed
Clean P&Ls, documented add-back schedules, and figures reconciled against bank records before the listing goes live. The work you would otherwise do yourself, already done.
Direct Seller Introductions
Execute digital NDAs and submit structured inquiries directly to vetted, motivated owners.
| Access | Free |
|---|---|
| Transactions under $1,000,000 | $10,000 |
| $1,000,000 to $3,000,000 | $20,000 |
| Above $3,000,000 | $40,000 |
Introduction fee at close, paid by the buyer.
The introduction fee applies only to businesses we introduce you to, and not every listing carries one — the NDA tells you that listing's terms before you sign. Deals you source yourself and evaluate in the Deal Desk are never subject to it.
Never overpay for a business because of unverified numbers.
Join searchers and acquirers who evaluate deals with velocity, certainty, and an unfair edge.
Get Free Analysis →No credit card required. Free pipeline CRM included forever.