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What reports and outputs do I receive?

The materials available once analysis is complete.

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When the Findings panel shows Analysis complete, these become available:

  • Review Report: findings and risk scores from the evaluation.
  • One-Pager PDF: a concise investor-facing summary of the deal.
  • Model Spreadsheet: the full financial model as an Excel workbook, with live formulas.
  • Financial Model: opens the simulator so you can run scenarios on your own deal.

The Summary and Reports tabs in the Findings panel unlock at this point; before then they show Available after your deal is fully analyzed.

A Review Case link is emailed to you so you can return to these materials later. From the completion screen you can also Book a Call with the team or Save Case for Later, which emails you a link to pick up where you left off. Your information is saved either way.

How is this guide?

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