Workbench Category - Due Diligence

Normalize earnings, surface deal risks, and turn findings into committee-ready output.

The Due Diligence Workbench connects the fast browser-only QoE analyzer with the Pro+ IC memo workflow. Use it to move from raw P&L schedules and diligence observations into normalized EBITDA, risk flags, and a structured investment memo path.

Open QoE Analyzer Open Memo Generator All Workbench Tools
Quality of earnings
Free

Quality of Earnings Analyzer

Paste three years of P&L data and get a normalized Adjusted EBITDA bridge with flags for recurring adjustments, margin volatility, abnormal accruals, and concentration exposure.

Client-side parser for tab- or comma-separated P&L schedules.
Flags one-time items, SBC dependency, and margin deterioration.
Adds customer concentration checks for buy-side diligence.
For PE associates and IB analysts Open
IC memo workflow
Pro+

Investment Memo Generator

Convert diligence inputs, valuation cases, filings, news, and the multi-agent research panel into a structured six-section investment committee memo.

Threads QoE findings into memo-ready diligence sections.
Combines DCF/LBO scenarios with market and competitive context.
Designed for IC review packets and CRM handoff.
For Pro+ private-market workflows Open
01

Collect inputs

Start with P&L history, customer concentration, filings, news, and management-provided adjustments.

02

Normalize earnings

Use the QoE analyzer to turn recurring and non-recurring items into an adjusted EBITDA bridge.

03

Stress the thesis

Connect diligence risks to valuation scenarios, sensitivity cases, and key follow-up questions.

04

Write the memo

Move the outputs into the memo generator when the IC package is ready for synthesis.

EBITDA bridge Normalized schedule from reported operating income through adjusted EBITDA.
Risk flags Heuristic diligence checks for volatility, concentration, adjustment quality, and trend breaks.
Memo path Clear handoff from raw diligence inputs to IC-ready narrative and recommendation sections.

Related workbench tools

Financial Modeling Open the DCF and LBO tools used to test deal returns and valuation scenarios. Private Market Comps Build peer sets for pre-IPO valuation, market maps, and investor overlap. Investor Workbench App Save targets, CRM notes, theses, and memo outputs in the broader workbench.

Educational diligence tooling. Not investment advice and not a substitute for legal, accounting, tax, audit, or buy-side financial due diligence.