
Diligence at the
speed of decision.
Project Quant turns messy trial balances and sprawling general ledgers into lender-ready EBITDA bridges, NWC pegs, and proof-of-cash analyses — in hours, not weeks.
Four steps from raw data
to lender-ready output.
Replace four weeks of spreadsheet wrangling with a guided pipeline that preserves every decimal and every decision.
Data ingestion
3 / 4 processed- xlsx✓ parsedTB_2023_Acme_Holdings.xlsx1.2 MB
- csv✓ parsedGL_Detail_2023_Q1-Q4.csv8.4 MB
- csvparsing…GL_Detail_2024_YTD.csv6.1 MB
- pdfqueuedBank_Statements_Chase_2023.pdf0.9 MB
Built for the exceptions, not the easy cases.
EBITDA Bridges
Waterfall visualizations grouped by Management, Pro-forma, and Due Diligence categories. Drill from chart to journal entry.
NWC Normalization
Trailing 24-month working capital with AI-suggested operating vs. non-operating account exclusions. Set and lock the peg.
Proof of Cash
Three-way reconciliation between bank statements, GL detail, and TB summary. Tolerance windows for date and amount matching.
Multi-Entity Consolidation
Aggregate TBs across legal entities with intercompany elimination logic. One waterfall, one source of truth.
Audit Trail
Every adjustment captures who, when, what, why. Rollback any decision. Export the full log to satisfy committee review.
AI Narrative Drafting
Auto-generated executive summary with the top adjustments and TTM trends. Edit inline before export.
Diligence-grade
data rooms.
Quant was designed by M&A practitioners who know the difference between "secure" marketing copy and an audit-ready architecture. Every project is its own isolated tenant.
Tenant Isolation
Row-level security on every query. Project data is unreachable across firms — verified by policy, not promise.
Encryption at Rest
Sensitive vendor and counterparty data encrypted with managed key vault and pgcrypto. Keys never leave the secure enclave.
PII Masking
Target Company users see only what was requested of them. Analyst notes, mappings, and adjustments are invisible by default.
Immutable Audit Log
Every login, download, and export is logged with IP and timestamp. Archived deals lock to read-only forever.
Buy by the deal,
or by the firm.
Basic
- 1 active deal workspace
- Up to 3 firm seats
- Standard CoA & mapping
- Excel databook export
- Email support
Pro
- 5 concurrent deals
- Up to 10 firm seats
- AI adjustment engine
- NWC + Proof of Cash
- PDF executive summary
- Priority processing
Enterprise
- Unlimited deals
- 15+ firm seats
- White-label client portal
- Direct QBO / Xero sync
- Firm-wide taxonomy
- Dedicated success manager
Your next deal closes
two weeks earlier.
Request a private workspace. We'll provision a sandbox project with sample data so you can map, adjust, and export within an hour.
No credit card · Sandbox in < 60 seconds