Six steps to investor-grade clarity
From raw financials to professional-grade diligence. No spreadsheet wrangling, no black-box formulas.
Upload Your Financials
Import CSV or XLSX files containing historical P&L, balance sheet, or tax return data. BuySideMetrics supports 1-5 years of historical data. No reformatting necessary — just upload the files you already have.
- Supports CSV and XLSX file formats
- Handles P&L, balance sheets, and recast statements
- Accepts 1-5 years of historical data
- Column headers are auto-detected
- Multiple files per deal supported
Map Line Items to Standard Categories
Use the guided mapping tool to classify each line item into standard categories like Revenue, COGS, Owner Compensation, and more. AI-powered suggestions speed up the process — most mappings happen with one click.
- 30+ standard canonical categories
- AI-powered mapping suggestions
- Flag items as one-time, discretionary, or owner-related
- Add normalization adjustments (add-backs, rent normalization, etc.)
- Review and adjust mappings at any time
Review Key Metrics
Once mapped, BuySideMetrics automatically computes SDE, EBITDA, Adjusted EBITDA, CFADS, DSCR, Gross Margin, Net Working Capital, and more. Every metric shows the full formula and inputs used, so you can verify the calculation yourself.
- SDE (Seller's Discretionary Earnings)
- EBITDA & Adjusted EBITDA
- CFADS (Cash Flow Available for Debt Service)
- DSCR (Debt Service Coverage Ratio)
- Gross Margin, NWC, AR/AP/Inventory Days
- Full formula transparency for every metric
Model Scenarios
Adjust assumptions like revenue growth, owner salary, interest rates, and down payment percentage. Compare base, upside, and downside cases side by side. Sensitivity analysis shows how changes in key variables affect DSCR and purchase price capacity.
- Base, upside, and downside scenarios
- Adjustable revenue growth, margins, and OpEx
- Loan term and interest rate modeling
- Owner salary replacement assumptions
- Sensitivity tables and charts
Valuation & Debt Capacity
See implied valuation ranges based on SDE and EBITDA multiples. Understand maximum debt capacity from DSCR analysis. An illustrative DCF model is included for reference. Multiples are adjustable by industry.
- SDE multiple valuation (default 2.0x - 4.5x)
- EBITDA multiple valuation (default 3.0x - 6.5x)
- Max debt capacity from DSCR
- Implied max purchase price with down payment
- Illustrative DCF (clearly labeled as such)
Export Your Analysis
Download a professional-grade PDF or CSV summary you can take to any lender, advisor, or partner you choose. Clean formatting, full formula trail, ready to hand off.
- Professional PDF export pack
- CSV data export for further modeling
- Full formula trail for every metric
- Ready to share with a CPA, banker, or partner
- Your data, your choice of who sees it