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📋 M&A Due Diligence

Know what you're buying before you sit across the table.

Upload a data room export. Within 60 seconds you see working capital issues, margin compression, dead stock, and procurement overpayment — ranked by dollar impact. Before the first management presentation. Before any adjustments.

📋 Run a due diligence analysis → See pricing →

Data never leaves your browser · No IT setup · No NDA required to start

How it fits your deal process
1
Request specific exports
Ask the seller for CSV exports from their ERP, or accounting system. Takes 10 minutes on their end.
2
Upload — analysis in 60 seconds
Drop the file. YieldSentinel maps columns automatically and returns ranked findings instantly.
3
Walk in with findings already done
Export the Board Brief or signed summary. Arrive at the management meeting knowing which numbers don't hold up.
4
Run it again on adjusted data
Upload the revised figures. See exactly what changed and what didn't. Your working capital argument has receipts.
What the first upload typically surfaces
The things the CIM doesn't show you.
📈
Working capital issues
Dead stock inflating inventory value. Stockout gaps that mask true revenue potential. Reorder failures that signal operational weakness.
💲
Margin compression by SKU & channel
Which products actually make money. Which channels are dragging the blended margin. Where the EBITDA normalisation needs to happen.
🚚
Procurement & cost overpayment
Price variance against standard cost by supplier. Whether the cost structure holds at volume. Hidden tariff exposure on imported components.
⚙
Yield loss & operational efficiency
Production loss by line, shift, and product. Waste rates against industry benchmarks. Where the operational improvement story is real vs. projected.
Due diligence prep

What to request from the seller

Any of these exports work. The seller's finance team can pull them in minutes from any major system. You don't need access to their ERP — just the export.

▶ QuickBooks / Xero
Profit & Loss by product or class (CSV export)
Inventory Valuation Summary
Purchases by Vendor Detail
A/R Ageing Summary
▶ SAP Business One / NetSuite
Item Sales Summary or Gross Profit report
Inventory Audit or Valuation report
Purchase Order History with standard vs. actual cost
Production order history (if manufacturing)
▶ Sage / MYOB / Acumatica
Sales by product or category
Stock movement or inventory summary
Supplier purchase history
Cost of goods sold detail
▶ No ERP / spreadsheet-based
Monthly P&L in tabular format (not merged cells)
Inventory count with cost and movement dates
Supplier spend by vendor for the last 12 months
Sales by SKU or product line
Output & deliverables

What you walk away with

Every analysis produces exports you can use directly in your due diligence process. No reformatting, no analyst to interpret the output.

📊
Board Brief
Three-section print-ready document: total findings, top items ranked by dollar impact, and a 30/60/90-day action roadmap. Ready to include in your deal summary.
📄
Findings CSV
Full ranked findings export. Every item, dollar impact, and supporting data in a clean spreadsheet you can attach to your working papers.
📋
Signed Due Diligence Summary
Print-ready signed summary with your findings, methodology note, and date stamp. Suitable for inclusion in a formal due diligence report.
🔁
Before & after comparison
Upload the seller's revised data after negotiation. See exactly what changed — and what didn't. Your working capital argument has a paper trail.
🔒
Deal data stays on your device. Completely.

Every analysis runs entirely in your browser using DuckDB-Wasm. The target company's financial data is never uploaded to any server — not ours, not anyone's. You can analyse a confidential data room on a shared network without any IT review, NDA with a software vendor, or security approval process. The data exists only on your screen and in your exports.

Pricing for deal work

Use it for the deal. Cancel when it closes.

No annual commitment required. Month-to-month means you pay for the months you're actively in due diligence. Most deals are analysed in one to three uploads across two to four weeks.

Finance Plan
$299/mo
Cancel any time · No contract
  • M&A Due Diligence module
  • Supply Chain Stress Test
  • All 14 operational modules
  • Board Brief & signed summary exports
  • Unlimited uploads per month
  • 200 AI insight calls/month
Start analysing →
Advisor Plan
$699/mo
For advisors running multiple deals simultaneously
  • Everything in Finance, plus
  • Unlimited client portfolios
  • White-labelled exports & Board Briefs
  • Advisor Portfolio Dashboard
  • 500 AI insight calls/month
  • Monthly Digest export per client
See Advisor plan →

✅ 30-day money-back guarantee — if your first analysis doesn't surface anything useful, full refund.

Upload a data room export now.

No account. No IT setup. No NDA with a software vendor. Drop the file and see what the numbers actually say — before you're committed to the deal.

📋 Run due diligence analysis → See all plans →

Data never leaves your browser · Finance plan from $299/mo · Cancel any time