Six steps to investor-grade clarity
From raw financials to professional-grade diligence. No spreadsheet wrangling, no black-box formulas.
Upload the Broker Package
Drop in whatever the broker sent — P&L, balance sheet, tax returns — as CSV, XLSX, PDF, or even scanned documents. BuySideMetrics supports 1-5 years of historical data. No reformatting necessary.
- CSV, XLSX, PDF, DOCX, and image files
- Handles P&L, balance sheets, tax returns, CIMs, and recasts
- Accepts 1-5 years of historical data
- AI extracts line items from PDFs and scans
- Multiple files per deal supported
Review the AI's Analyst Work
The AI extracts and classifies every line item into standard categories like Revenue, COGS, and Owner Compensation — you review and approve. You're the deal lead, not the data-entry clerk.
- 30+ standard canonical categories
- AI classification with confidence scoring
- Flag items as one-time, discretionary, or owner-related
- Add normalization adjustments (add-backs, rent normalization, etc.)
- Review and adjust mappings at any time
Get the Verdict
BuySideMetrics computes SDE, EBITDA, Adjusted EBITDA, CFADS, and DSCR — then rolls the red flags into a weighted acquisition risk score. Every metric shows the full formula and inputs used, so you can verify the calculation yourself.
- SDE, EBITDA & Adjusted EBITDA
- CFADS and DSCR at the asking price
- Weighted risk score with category breakdown
- Red flags with recommended next steps
- 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 the Report
Generate a CPA-grade due diligence report — deal snapshot, normalized earnings, risk assessment, and recommendations — and download a lender-ready PDF you can hand to any bank, advisor, or partner.
- CPA-grade due diligence report
- Lender-ready PDF export
- Full formula trail for every metric
- Ready to share with a CPA, banker, or partner
- Your data, your choice of who sees it