Sharper Analysis.
Faster Deals.
Transform financial data into decision-ready outputs — from valuations and CIMs to deal documents and diligence, all in one platform.
Valuation Range
Recent Outputs
Sachs
Turn your data into decision-ready outputs.
Five integrated solutions to support every stage of your transaction, from initial analysis to closing.
Financial Parsing
Turn documents into coherent financial statements.
- Income statement
- Balance sheet
- Cash flow
- Normalized financials
Valuations
DCF, comps, precedents and scenario analysis.
- Enterprise, equity & debt
- Multiple analysis
- Sensitivity analysis
- Scenario modeling
CIM & Pitch Decks
Investor-ready materials in minutes.
- Teasers & CIMs
- Pitch decks
- Investment memos
- Custom branding
Deal Documents
LOI, IOI, term sheets and more.
- Pre-built templates
- Customizable terms
- AI-drafted language
- Export to Word/PDF
Due Diligence & QoE
Streamlined diligence and quality of earnings analysis.
- Checklists & reports
- Red flag analysis
- Working capital review
- Issue tracking
From raw data to transaction execution.
Start with your files. Acumen turns them into structured analysis and professional outputs, with expert support available when you need it.
Parse
Turn source documents into structured, normalized financial data.
Analyze & Structure
Build financial models, valuations, transaction analysis and deal structures.
Present & Execute at Scale
Create CIMs, pitch decks, LOIs, IOIs, term sheets and transaction materials.
Expert-Supported Execution
Add customized due diligence, quality of earnings and transaction support.
Built for dealmakers across the capital stack.
Purpose-built workflows for investors, lenders, advisors, corporate development teams and independent sponsors.
Institutional-quality outputs. Customizable.
Start with best-in-class templates and make them your own. Professional outputs, ready for investors, lenders and management.
| Revenue | 21.3 | 25.2 | 28.4 |
| Gross Profit | 8.5 | 10.3 | 11.7 |
| EBITDA | 3.2 | 4.2 | 4.6 |
| Cash | 1.2 | 1.4 | 1.8 |
| Debt | 5.3 | 4.8 | 4.1 |
Investment OpportunityAtlas Technologies
Choose the plan that takes you further.
From AI-powered parsing to expert-supported execution.
Solo
- 3–5 yr financials
- EBITDA adjustments
- 10 documents/month
- 1 user
Solo Desk
- Valuation analysis
- CIM & IC memo
- LOI, IOI & term sheet
- NDA generation
- 25 documents/month
- 3 users
Full Deal Desk
- Advanced CIM & pitch decks
- Expanded documents
- Firm-branded outputs
- Unlimited documents
- Team access
Concierge
- QoE analysis
- Full due diligence
- Lender-ready package
- Custom modeling
- Dedicated support
Frequently asked questions.
Answers to common questions about Acumen DealDesk, security, outputs, and getting started.
What is Acumen DealDesk?
Acumen DealDesk is an AI-powered financial and transaction platform designed to help deal professionals organize source files, analyze financial information, evaluate transactions, and create institutional-quality deal outputs from one workspace.
What types of files can I upload?
DealDesk supports common transaction materials including PDF, Excel, Word, PowerPoint, and CSV files. Typical uploads include financial statements, CIMs, tax returns, general-ledger exports, diligence materials, and transaction documents.
What can DealDesk create?
Depending on your workflow and plan, DealDesk is designed to support financial analysis and models, valuation analysis, CIMs and pitch decks, IC materials, teasers, IOIs, LOIs, term sheets, NDAs, and due diligence or Quality of Earnings work products.
How is my deal information protected?
Project data is separated by authenticated user access. Uploaded project files are stored in a private Supabase Storage bucket, and DealDesk database tables use Row Level Security so authenticated users can access only authorized records.
Can I use my firm's own templates and branding?
Yes. DealDesk is being built to support firm-branded outputs, Acumen system templates, and user-specific templates. Higher-tier workflows also support more customized modeling and execution requirements.
Talk to Acumen.
Questions about DealDesk, pricing, enterprise use, or a custom workflow?
Email Acumen →Analyze. Create. Execute.
Join investment professionals who use Acumen DealDesk to analyze, create and execute with confidence.
