Investment Banking Dashboard

Streamline due diligence, valuation, and investor outreach

Active Startups

12

Generated Reports

24

Active Auctions

3

Valuation

$24.5M

Exit Process

Current exit process status and timeline

Phase 2
Due Diligence
65% Complete
Data Room Setup
Complete
Financial Audit
Complete
Legal Review
In Progress
Buyer Outreach
In Progress

Investor Interest

Recent investor activity and interest

Venture Capital LLC
New
Acquisition Corp12 views
Growth Equity Partners8 views
Strategic Buyers Inc5 views

Key Metrics

Financial performance indicators

Annual Revenue

$4.2M

↑ 12% YoY

EBITDA

$1.8M

↑ 15% YoY

Customer Growth

24%

↑ 5% QoQ

CAC Payback

8.5 mo

↓ 1.2 mo YoY

Upcoming Tasks

Action items requiring attention

Complete Financial Projections

Due in 2 days

Review Term Sheet

Due in 3 days

Prepare Board Presentation

Due in 5 days