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Product

Where the deal
gets done.

Chat, deals and library in one workspace.

01 · Ask Dave

Start from the work.

Ask in plain words. Attach a file, or point Dave at the mail, the folder or the data room where the work already lives.

  • Upload files from your computer
  • Connect OneDrive, SharePoint and Outlook
  • Answers with the source in front of you
New conversation

What can Dave help you with?

Ask Dave...Dave Fast
Upload fileDocuments from your computer
OneDriveBrowse and search your files
SharePointTeam libraries and sites
OutlookMail and attachments

02 · Two modes

Quick, or deep.

Dave Fast answers the day-to-day questions at once. Deep Dave takes longer on research that needs sources, and shows them.

  • Dave Fast · quick answers
  • Deep Dave · research with sources
  • Switch mode in each conversation
New conversation

What can Dave help you with?

Ask Dave...Dave Fast
Dave FastQuick answers for the day to day
Deep DaveDeep research with sources

03 · Finished work

A piece of work, not a reply.

Dave reads, builds and checks. What comes back is the comps table, the workbook or the section, with each figure tied to its page.

  • Reads the data room
  • Builds in your templates
  • Flags what falls outside the range
  • Goes to review before it leaves
DaveDeep Dave
Build the comps for Project Mirlo. European vertical software, listed peers.
Read the data roomSelected 6 peersPulled filings1 for review

Comps ready for review. Peers follow the screen in the Mirlo workspace. One multiple sits outside the range and is flagged.1

Trading comps4 / 6
CompanyEV / SalesEV / EBITDASource
Alder Systems1.4x18.2xAnnual report, p. 47
Norvik Software1.1x15.9xAnnual report, p. 52
Cadmus Group0.9x12.4xQ2 filing, p. 11
Stenvik1.6x21.0xAnnual report, p. 39
Stenvik is above the range. Check before using the median.
Ask Dave...

04 · Outputs

Excel work
your team can audit.

Dave builds the Excel workbook with live formulas, inputs marked and each figure tied to its source. Memos, CIMs and decks follow the firm's templates.

  • Live formulas, inputs in blue
  • Each figure linked to its source page
  • Checks that the workbook balances
  • Memos, CIMs and decks in your templates
ExcelReviewed by A. Ruiz
LBO_Project_Mirlo_v3.xlsxBuilt by Dave1 for review
B6fx104.5
ABCDEF
1Sources and uses (EUR m)x EBITDA% total
2Senior term loan62.04.1x56%
3Sponsor equity48.03.2x44%
4Total sources=B2+B37.3x100%
5
6Purchase price104.56.9x95%SPA · p. 4
7Fees and expenses5.50.4x5%
8Total uses=B6+B77.3x100%Balances
Sources and usesOperating caseDebt scheduleReturnsSensitivities

05 · Diligence

Every document,
every question.

Put the data room in rows and your questions in columns. Dave fills the grid and shows the page behind each cell. Where two documents disagree, it says so.

  • Hundreds of files, one grid
  • Every cell cited to its page
  • Flags contradictions between documents
Mirlo · Diligence
Project Mirlo · Due diligence

Diligence grid

Documents down, questions across. Every cell links to its page.
DocumentRevenue LTMCustomer concentrationChange of controlKey people
CIM_Mirlo.pdfEUR 38.2mp. 9Top 10 = 41%p. 22Not coveredFounder CEOp. 31
QoE_Mirlo.pdfEUR 37.6mp. 6Top 10 = 44%p. 18Not covered·
SPA_draft_v2.docx··Cl. 12.3, lender consentp. 47·
Customer_contract_A.docx·Renewal 2027p. 3Termination rightp. 11·
2 differences CIM and QoE disagree on revenue and on concentration.

06 · Deals

One workspace per deal.

Each operation has its own space: documents, questions, deliverables and who is on it. The pipeline shows where every deal stands.

  • Pipeline from screening to closing
  • Documents and questions stay with the deal
  • Everyone sees the same state
Deals
Pipeline

Deals

Screening1
H
Project Huerta5 days ago

Fresh prepared vegetables · IV range · Spain

JM
In committee1
B
Project Boreal13 days ago

Technical lighting · specialised retail

JM
DD in progress1
M
Project Mirlo24 days ago

Vertical software · veterinary clinic management

JM
Closed1
A
Project Alisios57 days ago

Food distribution · Horeca channel · Catalonia

JM

07 · Library

Your templates, kept.

The firm's templates and every deliverable, by type and version. Dave starts from them, so new work looks like the firm's work.

  • Teaser, screening, LBO, DCF, comps, CIM, IM, NDA, QoE
  • Versions and authors
  • Linked to the deal it belongs to
Library
Files

Library

Firm templates and deal deliverables, by type.
All16Teaser2Screening3LBO2DCF2Comps2CIM1IM1NDA2QoE1
FileTypeDealFormatSizeV.UpdatedAuthor
Screening_Project_Huerta.xlsxScreeningProject HuertaXLSX96 KBv1yesterdayDave
NDA_Project_Huerta.docxNDAProject HuertaDOCX78 KBv1yesterdayDave
Teaser_Project_Huerta.pdfTeaserProject HuertaPDF412 KBv12 days agoÁlvaro Soler · Bruma
LBO_Project_Mirlo_v3.xlsxLBOProject MirloXLSX452 KBv33 days agoAna Ruiz
QoE_Project_Boreal_draft.pdfQoEProject BorealPDF1.2 MBv14 days agoLuis Vela
Comps_Project_Mirlo.xlsxCompsProject MirloXLSX178 KBv25 days agoDave

Show us one deal.
We'll show you Dave on it.

Request a demo