Mini Due Diligence v1.0

AI-assisted preliminary document review for listings, buyer pre-analysis, red flags, missing information, follow-up questions, and polished broker reports.

Important This tool performs a preliminary review only. It does not replace full legal, tax, accounting, lending, environmental, valuation, or professional due diligence.

Business Information Intake

Business Name

Industry

Location

Asking Price

Gross Revenue

SDE / Adjusted Cash Flow

EBITDA

Inventory Treatment

Real Estate

Number of Employees

Years in Business

Reason for Sale

User Role

Review Purpose

Prepared By

Broker Branding

Broker Name

Broker Company

Broker Email

Broker Phone

Broker Website

Broker Headshot / Logo

Document Upload Center

Drag and drop documents here
PDF, Word, Excel, CSV, TXT, PNG, JPG, JPEG, WEBP

Text extraction works in-browser where supported. Image OCR is not included in this self-contained version; image file names will still be listed in the report.

AI Document Review

Reviewing information...

Your AI-assisted review will appear here.

Missing Information Checklist

Preliminary Red Flag Detector

Broker / Buyer Questions Generator

AI Assist Chat

Ask questions about the uploaded documents and business information. Example: “What should I ask the seller next?”

AI answers should be based on uploaded/user-provided information unless clearly stated as general broker guidance.

Report Generator

Export Options

This preliminary review is for informational purposes only and is not a substitute for full due diligence, legal advice, tax advice, accounting advice, valuation advice, environmental review, lending review, or professional consulting. All information should be independently verified by the buyer, broker, attorney, CPA, lender, landlord, franchisor, and other appropriate professionals before making any business decision.