Upload a target company's ERP or accounting export. YieldSentinel generates a structured operational DD memo — yield loss, inventory health, margin quality, procurement exposure — ranked by annual dollar impact. Get the quantitative baseline before hiring a consultant or conducting deeper diligence.
The M&A Due Diligence module is part of the Finance plan and Advisor plan. It's designed for three types of professionals.
Get a structured operational risk assessment from a target company's ERP or accounting exports before LOI. Surface the findings your buy-side client needs to know — yield loss, inventory quality, margin concentration, procurement risk — ranked by annual dollar impact.
Use it as a discovery tool on new client engagements. Upload whatever data the client can export in the first meeting and walk out with a qualified engagement scope backed by their own numbers — before writing a proposal.
Prove the ROI of a recommended system before the prospect commits. Upload their current ERP export, show them exactly what they're losing today, and make the case for a new system with their own data rather than a vendor benchmark.
No software to install on the target's systems. No access to their ERP required. Just CSV exports that any operator can pull in minutes.
Production log or scrap report (yield loss), inventory export (dead stock, days of cover), sales/COGS data (margin by SKU), and purchase history (procurement variance). All standard ERP exports — no custom reports required.
Yield Loss, Inventory Intelligence, Margin by SKU, and Procurement — each takes a separate file. Upload runs in your browser. Data never leaves your device or the target's data room.
All modules aggregate into a single ranked view. The Command Centre shows every finding sorted by annual dollar impact with root cause narrative for each. This is your operational risk register.
One click generates a board-ready PDF — executive summary, top 5 findings ranked by dollar impact, root cause narrative, recommended actions, and 90-day recovery roadmap. White-labeled with your firm name on the Advisor plan.
The PDF is generated locally in your browser and downloaded directly — no server, no cloud storage. Share it directly with your client or include it in your due diligence report. No YieldSentinel branding on Advisor plan outputs.
Financial due diligence tells you what the P&L looks like. Operational DD tells you why — and what the real cost structure is behind the numbers.
Scrap rate by product, line, and shift. Annual dollar cost of current yield loss. Comparison to industry benchmark. Identification of whether the loss is structural or addressable — and what fixing it is worth.
Dead stock value (capital tied up 90+ days), days of cover per SKU, expiry risk, stockout exposure, and reorder position. Identifies whether inventory is a working capital problem or an operations problem.
Gross margin by SKU and channel. Identifies below-threshold products, customer concentration risk, and channel margin mix. Surfaces whether the business is more profitable than its P&L suggests — or less.
Purchase price variance by vendor, maverick spend, supplier concentration, tariff exposure, and on-time delivery performance. Identifies whether COGS is stable or quietly inflating — and by how much.
Total identified profit recovery potential across all modules, ranked by annual dollar impact. This is the post-acquisition upside number — the operational improvement case that justifies the purchase price or informs the negotiation.
A one-line characterisation of the target's operational leakage pattern — high yield-loss, inventory-aging, purchasing-variance — generated from multi-module analysis. Fast briefing language for your deal team or investment committee.
Finance plan ($299/month) includes the DD module plus all core analytics. Advisor plan ($499/month) adds multi-client workspace, white-label PDF outputs, and the portfolio dashboard for your full book of clients.
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