Business Buyer OS
Good morning, Jordan
You have 3 deals in diligence, 7 tasks due this week, and $12.4M of pipeline value in motion.
Pipeline value
$48.2M
Active deals
8
LOIs outstanding
3
Avg. time to LOI
17d
Acquisition Journey
You're on stage 5 · Financial Review
Stages complete
4 / 14
Current progress
80%
Est. to close
94 days
AI recommendations
Updated 2 minutes ago
Northwind HVAC — customer concentration
Top 3 accounts drove 41% of FY23 revenue. Request AR aging & retention data.
Draft LOI for Cascade Logistics
Suggested price $2.65M with 15% seller note at 6.5%.
Pacific Plumbing lender match
3 SBA lenders match your profile. Est. approval 82%.
Deals currently being evaluated
View pipeline →Northwind HVAC
Due DiligenceHVAC Services · EBITDA $1.4M · 3.6x · Denver, CO
72%
92
score
Cascade Logistics
LOI SubmittedFreight & Logistics · EBITDA $820K · 3.5x · Portland, OR
44%
84
score
Harbor Dental Group
Meeting ScheduledHealthcare · Dental · EBITDA $2.1M · 3.7x · Boston, MA
18%
88
score
Midwest Precision MFG
NegotiatingManufacturing · EBITDA $2.7M · 3.7x · Cleveland, OH
58%
79
score
Sunbelt Landscaping Co.
Financials ReceivedHome Services · EBITDA $480K · 3.4x · Austin, TX
24%
76
score
Tasks due
7 openSend QoE engagement letter
Northwind HVAC
Review 3-year tax returns
Pacific Plumbing
Call broker re: rent roll
Harbor Dental
Sign NDA + info request
Sunbelt Landscaping
Update investor memo
Portfolio
Due diligence progress
64%
Northwind HVAC · 91/142 items
Financial
82%
Legal
56%
Ops
71%
Financing status
$3.8M
SBA 7(a) · Live Oak Bank
Closing timeline
Nov 14
Est. close · 34 days
Saved businesses
24
6 new this week