Built for PE deal teams

Screen deals in minutes, not hours

Upload a CIM, QoE, or LOI. Get a scored analysis with red flags, financial health metrics, and an IC-ready memo — powered by AI calibrated for private equity.

SiftLedger Consolidated Deal View — composite score, doc-type pills, sidebar with color-coded deal scores

Built for the analysts who read 50 CIMs to find 3 worth pursuing.

<3 min

per analysis

Zero black boxes

every score explained

Sector-adjusted

benchmarks built in

Capabilities

Everything your deal team needs

From first look to IC memo, SiftLedger accelerates every step of the screening process.

S

Know in 3 minutes if a deal is worth a second look

Deterministic scoring across 6 dimensions with sector-adjusted benchmarks. Every point traces back to extracted data — no black boxes, no guessing.

!

Catch the risks sellers hope you’ll miss

Revenue quality scan, customer concentration analysis, addback defensibility checks, and management gap detection — surfaced automatically before you spend a dollar on diligence.

M

Walk into IC with a memo and model ready

One-click export of a formatted investment committee memo with table of contents, returns analysis, and a sensitivity-ready Excel model with live IRR and MOIC formulas.

P

Your entire screening workflow in one place

Kanban pipeline, side-by-side deal comparison, team sharing with role-based access, and sector benchmarks — from first look to IC decision.

How it works

Three steps to a scored deal

1

Upload

Drop a CIM, QoE, LOI, P&L, or management presentation. PDF, DOCX, XLSX, PPTX.

Upload dialog showing drag-and-drop and document type selection
2

Analyze

AI extracts 80+ data points, scores across 6 dimensions with sector-adjusted benchmarks, runs a revenue quality scan, and flags risks — in under 3 minutes.

Scorecard with composite score, section pills, and verdict text
3

Decide

Review the scored analysis, compare deals, export an IC memo, and move your pipeline forward.

Compare Deals panel with side-by-side score and metric columns

See it in action

Built for how PE teams actually work

Scorecard with section pills, percentile badges, and verdict text

Scored Analysis with Transparent Scoring

Every deal scored across 6 dimensions with sector-aware benchmarks. Every point traceable to extracted data. Percentile badges show how each deal stacks up against peers.

Consolidated Deal View with source attribution badges on every field

Cross-Document Intelligence

Upload a CIM, QoE, LOI, and P&L for the same deal. SiftLedger merges them into a single consolidated view with source attribution — QoE-verified numbers flagged in green.

Diligence Trail table with composite column and per-document metric comparison

Diligence Trail

See how different documents report the same metrics side by side. Key variances flagged automatically. The composite column shows the best-available truth.

Analytics dashboard with KPI row, score distribution chart, and sector breakdown

Portfolio Analytics

Score distributions, sector breakdowns, and deal rankings across your entire pipeline. Know where to focus your time.

Compare Deals panel with multi-deal column layout and metric deltas

Compare Deals Side by Side

Pick up to 4 deals and compare them head to head. Score deltas, metric comparisons, and section breakdowns at a glance.

Start screening smarter

Free trial — no credit card required. Analyze your first deal in 3 minutes.

Your documents are encrypted at rest and never used for model training. SOC 2 in progress.