Onboarding lighthouse partners — Q2 2026

Spread the books.
Build the QofE.
Draft the memo.

From a GL export. In an afternoon, not three weeks. Files stay on your machine.
Made for diligence teams running real deal flow.

No connectors required. Files parse on your machine, never on a server you don't control.

The gap

Sub-$100M deals don't get
the diligence they deserve.

Big-4 won't touch them. Boutique CPA firms charge $25–75K and take three weeks per deal. Acquirers ship offers on incomplete signals.

Meanwhile the diligence teams at active acquirers close 30 to 100 deals a year, and the work still happens in Excel. PE add-ons get the same treatment — tuck-in by tuck-in, spreadsheet by spreadsheet.

Today

What you get,
right now.

Files parse in your browser — never on a server you don't control. Claude does the judgment work. Run it from the web, from a desktop agent, or wired into your own stack. Each capability below is in production.

01

Spread & classify

Parse general-ledger exports as CSV or XLSX into a multi-period P&L and balance sheet. Rule-based account classification, with Claude as the tiebreaker on ambiguous accounts.

  • CSV + XLSX GL parsing
  • Multi-period P&L and balance sheet
  • Rule-based + Claude account classification
02

Variance & ratios

Actual-vs-budget variance with favorable/unfavorable scoring and material-variance flagging. Profitability, liquidity, leverage, and SaaS-specific metrics computed across periods.

  • Actual vs budget with materiality flags
  • Profitability, liquidity, leverage ratios
  • SaaS metrics: Rule of 40, NRR-class metrics
03

Narrative & PDF

A variance narrative grounded in your data, not a template. An executive summary your deal team can send. A board-ready PDF — cover page, exec summary, statements, KPIs, variance — in one click.

  • Variance narrative, written from your data
  • Executive summary on demand
  • Board-ready PDF, one click
What's next

Shaped by the
deals you run.

Order and depth get written on real deal flow — yours. Lighthouse partners pick what gets built first.

On deck
  • Adjusted EBITDA bridge with every add-back traceable to a journal entry
  • Working capital walk that holds up in negotiation
  • Customer concentration and revenue-quality flags
  • Cash flow statement, indirect method
Built with partners
  • Skip the GL export — connect QuickBooks, Xero, NetSuite, Sage
  • Owner PFS for personal-guarantee deals
  • An add-back library that learns from your judgment calls
  • Tax-basis to book-basis, reconciled
Further out
  • GL access without an export — read from the target's machine
  • Diligence wired into your deal pipeline
  • Every deal in your portfolio, side by side
  • Output in your house memo format
Lighthouse partners

A few partners.
Real say in what comes next.

Run it on a live deal. Get pricing locked in, output shaped to your shop, and a direct line to the founders. The rest of the roadmap follows what you actually need.

You're a fit if
  • 5+ acquisitions or platform/add-on deals per year
  • Deals live in the sub-$100M range
  • Diligence happens in-house or via a trusted CPA
  • You want a tool that earns its place in DD
In return
  • White-glove onboarding on a live deal
  • Direct line to the founders — no support tier
  • Pricing locked at design-partner rates
  • Significant input on the roadmap
Get in touch.
A sentence on the deals you run is enough to start.
No newsletter. No follow-up unless we're talking deals.