For Investment Banks
Big Four quality
at deal speed
Competitive processes move in days, not weeks. Traditional QoE takes 6 weeks. By the time analysis is done, another advisor has the term sheet. Verified Metrics delivers Big Four-quality financial analysis in 24 hours, so you stay in the race, screen more deals, and win with speed."
30-minute walkthrough.
No commitment.
What keeps investment bankers up at night?
Win Competitive Processes
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Speed wins deals. When another bank has a term sheet while you're waiting for Big Four to finish their analysis, you've already lost. You need institutional quality at deal speed.
You deliver 24-hour turnaround vs 6-week traditional. Institutional-standard models, transaction-level analysis, and red flag detection fast enough to stay competitive.
Screen Deals Fast
You're evaluating dozens of opportunities but can only deeply analyze a handful. Small deals can't justify Big Four QoE, so you're flying blind or walking away from good opportunities.
You screen 10 deals in the time it takes to model 1. Connect the accounting software and get instant institutional-quality analysis. Kill bad deals before they kill your calendar.
Reduce QoE Costs
Big Four QoE makes sense for large deals, but the timeline kills competitiveness on mid-market deals. You need a way to reduce scope and cost without sacrificing quality.
You give your QoE firm clean data as a starting point. They verify adjustments instead of building from scratch. Cut scope, reduce cost, faster turnaround. Pay for insights, not data wrangling.
Prepare Sell-Side Clients
"Once they want to sell and hire a banker, it's almost too late." Clients show up with messy books, scattered data, and no diligence readiness. The process stalls while you scramble to clean up what should have been done months ago.
You get clients ready before you go to market. Connect their accounting systems, generate clean data books, and identify diligence issues early. Professional presentation from day one.
Answer Questions Fast
"Every month, take QuickBooks, copy and paste into the forecast...a lot of manual stuff." Your analysts spend 40-60 hours building models and still can't answer management questions in real-time.
You answer any question instantly with AI Chat. "What's driving the margin decline?" "Generate a CIM financial section." Every answer backed by real data, zero hallucinations.
Use Cases by Deal Type
Quick Qualification
Evaluate 20 opportunities in your pipeline. Know which are worth a deeper look in hours, not days.
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Auto Data + Terminal
Small Deal Economics
Small deals that can't justify Big Four QoE. Get institutional-quality analysis at a fraction of traditional cost.
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Instant Models + Team Review
Red Flag Detection
Catch revenue manipulation, inflated projections, and accounting irregularities before you invest time.
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Benford's Law + Transaction Analysis
Data Room Prep
Help clients prepare diligence-ready materials before going to market. Clean books, professional presentation.
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Auto Data + Terminal
Issue Identification
"What will buyers question in this data?" Preview diligence risks and address them proactively.
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Terminal + Team Review
CIM Financials
Generate professional financial sections for confidential information memorandums.
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Instant Models + Export
Pre-QoE Screening
Reduce Big Four scope by delivering clean data and preliminary analysis. They verify, not build.
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Full Analysis + Export
Management Meeting Prep
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Deal Comparison
Evaluate multiple targets side-by-side with standardized metrics and apples-to-apples comparison.
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Multi-Company Analysis
How does this compare?
Features that matter
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Auto Data
Connect target company accounting systems via API or upload Excel/PDF. Handle clean cloud accounting and messy spreadsheets equally well. Multi-system integration (QuickBooks + Salesforce).
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Instant Models
Institutional-standard three-statement models auto-populate in 2 minutes. Formula-driven, not hard-coded. Every number traces to source. Export to Excel, works with your existing templates.
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Terminal (AI Chat)
Ask any question: "What's driving margin decline?" "Generate CIM financial section." "What should I ask management?" AI understands questions. Algorithms calculate answers. Zero hallucinations.
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Transaction-Level Analysis
Drill down from revenue to individual invoices. Verify revenue quality, catch accounting irregularities, understand the business at granular level.
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Excel-Native Output
"Does it look like Excel?...The more institutional they are, the more they tend to like Excel." Everything exports to formula-driven Excel. Link to your existing models. Version control with time-machine snapshots.
Frequently asked questions
Small to mid-market deals through growth stage. For smaller deals, we're often the primary diligence. For larger deals, we screen first or reduce Big Four scope.
We work with the data you can get. If they won't share basic financial access, that's a signal worth noting early.
Yes. Connect client systems months before going to market. Clean up books, identify issues, prepare professional data rooms. Better preparation = better outcomes.
Everything exports to formula-driven Excel. Link our output to your existing models and templates. Not hard-coded. Every cell traces to source.
Unlimited deals, unlimited AI Chat questions, full models, and Excel export. Contact us for pricing options.
Yes. Use us to screen deals first, or give your QoE firm our output as a starting point. Reduce their scope, cut costs, faster turnaround.
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