10+ financing rounds, seed to Series EExits: DataFox → OracleSandymount → Alfa Laval

Exits · Financing rounds · Due diligence · Integration

M&A and financing support, from diligence to close

Whether you are selling, buying or raising capital, we prepare the numbers that hold up under scrutiny and run the finance side of the process. We have been part of 10+ financing rounds from seed stage to Series E, and multiple exits, including the sale of DataFox to Oracle and Sandymount Technologies to Alfa Laval.

Schedule a consult See the AI Finance Suite

Free 30-minute consultation. No commitment required.

What you get

Due diligence support for buyers and investors
A single point of contact between investors and the company
Financing-round facilitation, models and data room
Deal, valuation and working-capital analysis
Post-close finance integration

What we solve

Mergers & Acquisitions, cleaned up and investor-ready

The problem

Diligence requests expose gaps in the books
Founders are pulled into the data room for months
Revenue and margins can’t be reconciled across sources
Investors and buyers discount for messy working capital
Integration plans start after the deal closes

Our solution

Clean, reconciled financials before the process starts
We manage the request list and investor Q&A so leadership can run the business
One source of truth for revenue, margin and KPIs
Normalized EBITDA and working-capital analysis prepared in advance
A Day-1 finance cutover and integration plan

What we deliver

Deliverables you can count on

Financing rounds

We help facilitate the round: models, data room, diligence and investor follow-ups. Our team has been part of 10+ financing rounds from seed stage to Series E.

Investor point of contact

We act as the main contact between investors and the company, answering financial questions quickly and consistently.

Due diligence support

Financial, accounting and KPI diligence for buyers and investors, with a data room organized before they arrive.

Exits

Sell-side readiness and transaction support. Our team has been part of multiple exits, including DataFox’s sale to Oracle and Sandymount Technologies’ sale to Alfa Laval.

Deal & valuation models

Three-statement deal models, scenario analysis and valuation. Our founder began his career performing business valuations.

Integration

Chart-of-accounts mapping, system cutover, control mapping and KPI continuity after close.

Cash waterfall chart from opening to closing cash — **Cash waterfall:** the movements between opening and closing cash

Borrowing base certificate and A/R aging for lender reporting — **Lender reporting:** borrowing base, A/R eligibility and certificate

Screens from our AI Finance Suite. Client details are redacted and figures changed.

Built into the workflow

Where AI does the work

AI ranks work, flags exceptions and answers questions, always tied back to the underlying figures. People stay in control of every decision.

AI in mergers & acquisitions

Data-room Q&A: diligence questions answered from the same reconciled data, with sources cited
Revenue tie-outs: customer-level revenue and A/R reconciled to the ERP with the arithmetic shown
Integration tracking: cutover tasks, mapping and controls managed in the close cockpit

Replaces: ad-hoc diligence spreadsheets, last-minute data rooms and integration plans written after close.

Explore the AI Finance Suite

How it works

Our mergers & acquisitions framework in 3 steps

Prepare

Clean up and reconcile the financials, build the model and KPI support, and organize the data room.

Before the process

Transact

Run diligence and investor Q&A as your point of contact, and support negotiations on price, terms and working capital.

During the round or deal

Close & integrate

Coordinate closing deliverables, then execute the finance cutover and integration after the deal.

Close and beyond

Get the answers

Mergers & Acquisitions FAQs

Still deciding? A 30-minute consult is the fastest way to know whether we are a fit.

Schedule a consult

Can you help us raise a financing round?

Yes. We prepare the model and data room, run due diligence, act as the main point of contact between investors and the company, and help facilitate the round to close. Our team has been part of 10+ financing rounds from seed stage to Series E.

Have you been through an exit?

Yes, multiple, including the sale of DataFox to Oracle and Sandymount Technologies to Alfa Laval, covering diligence, closing and post-close integration.

Do you replace investment bankers or lawyers?

No. We work alongside them as the finance lead, preparing the numbers and managing the financial side of diligence.

Do you prepare a formal quality of earnings report?

We prepare the company for a quality of earnings review and support the process. Where an independent QoE is required, we coordinate with the firm performing it.

How early should we engage you?

Ideally six to twelve months before a raise or sale, so the books, KPIs and data room are ready. We can also step in mid-process.

Related services

CPA-led · AI-enabled · Investor-ready

Talk to us about mergers & acquisitions

Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.