What we do

Feature · Corporate development

The whole deal,
on one platform.

An opt-in workspace for acquirers: track targets through the pipeline, ingest the CIM, run diligence, model returns, and hand the closed deal straight to purchase accounting — with every figure tied to its source.

Early access — onboarding a limited number of PE-backed companies.

What it does

From first look to day one.

Pipeline

A deal pipeline you govern

Targets move through sourcing, LOI, diligence, and close as governed records — stage changes route through the same approvals as everything else in your finance function.

Intake

The CIM becomes structured data

Drop the CIM and BeanStack extracts the target, its financials, and key terms into linked records — a statement store you can question, not a PDF in a data room.

Diligence

Diligence that tracks itself

Request lists become tasks with owners and due dates. Findings, add-backs, and open information requests cross-link to the question they unblock.

Structure

The org chart, as a record

Legal entity structure charts render the ownership graph — shapes by legal form, percentages on every edge, effective indirect ownership computed. Issue a chart for the data room and it freezes as an immutable point-in-time record.

Modeling

Returns modeled on live assumptions

LBO and returns models run on the same compute engine as your budgets. Change an assumption on the deal and the return bridge updates — every input traceable.

How it works

How a deal runs.

01

Track the target

The target and its deal enter the pipeline as records — notes, documents, and status in one place.

02

Ingest the CIM

The CIM is read into structured financials. Quality of earnings runs against the extracted statements.

03

Run diligence

Diligence trackers, findings, and info requests are managed and answered on the platform, with evidence attached.

04

Model, close, and book it

Returns are modeled from approved assumptions. When the deal closes, purchase accounting proposes the ASC 805 allocation and day-1 opening balance sheet.

What changes.

Deal work leaves the spreadsheet-and-data-room sprawl and runs on governed records.
Every model input traces to its source — the CIM, a QoE finding, or an approved assumption.
Close hands straight to purchase accounting — no re-keying the deal you just spent months understanding.

Bring your
next deal.

Walk through the pipeline, CIM intake, and returns modeling on a live deal workspace.

Early access — onboarding a limited number of PE-backed companies.