AI-powered CIM screening for PE deal flow

Know which deals to kill
before you spend $50K finding out.

Upload a CIM. Describe your acquisition thesis. Get a screening verdict — calibrated to how you buy.

Try the demo → How it works
Risk Screening Report
Alcatel-Lucent · Confidential Information Memorandum
Investment Thesis
Yield Acquisition — stable cash flows for quarterly distributions
Verdict
CRITICAL THRESHOLDS BREACHED
Key Findings
Gross Debt / EBITDAExceeds 6.0× kill threshold — leverage destroys distribution capacity
6.95×
EBITDA MarginBelow 5.0% minimum for yield thesis
4.8%
Altman Z-ScoreBelow 1.81 — in distress zone
1.43
Current RatioAbove 0.8× kill threshold
1.34×
+ 9 risk domains · 33 calculators · financial overview · diligence requests · source citations
Real production output from the Alcatel-Lucent CIM
The Problem

Due diligence is designed to prove a deal works.
That's the expensive question.

Killing a deal requires finding just one fatal flaw — but it could be any one of hundreds of signals buried in a CIM, and the same signal that kills one buyer's thesis is irrelevant to another's. So firms default to checking everything, on every deal, regardless of intent. The deals that should die on day one consume the same resources as the deals that close.

The Solution

CIMCalc maps your thesis to the signals that would kill your deal.

Describe your acquisition intent. The system maps it to the specific fears it activates, the signals that would confirm them, and the thresholds that constitute a kill — all calibrated to your buyer profile. One extraction, evaluated against your thesis, producing an auditable verdict.

01
Upload
Your CIM is encrypted in-browser before it leaves your device. AES-256. We never see the plaintext.
02
Describe your thesis
Tell us why you're buying — "stable cash flows for distributions" or "turnaround opportunity." This determines what matters.
03
We compute
33 forensic calculators run against the CIM data. Each one uses thresholds calibrated to your buyer profile.
04
You get a verdict
A screening report with signal-level readings: critical thresholds breached, elevated readings detected, or no critical thresholds breached. Every number source-traced.
The Proof

Same company. Same data.
Different buyer. Different verdict.

This isn't a feature — it's the whole point. The same financial metric is a deal-killer for one buyer and irrelevant to another. Here's what that looks like on a real company.

The company: Alcatel-Lucent · EUR 14.5B revenue · 4.8% EBITDA margin · Gross leverage 6.95× · Three buyers walk in with three different reasons to acquire it:
Yield Acquisition
A dividend fund looking for stable, predictable cash flows to distribute to LPs.
Kill threshold for this buyer: 6.0×
6.95×
Gross Debt / EBITDA
KILL
At 6.95× leverage with sub-5% margins, critical thresholds are breached. Leverage exceeds the kill threshold for distribution capacity under this thesis.
Strategic IP Acquisition
A tech company acquiring for Bell Labs patents and R&D capabilities.
Kill threshold for this buyer: 10.0×
6.95×
Gross Debt / EBITDA
CONCERN
Leverage reads below the kill threshold but above the flag threshold. The IP may justify the acquisition; leverage structure needs further evaluation.
Distressed Turnaround
A restructuring fund that buys struggling companies and fixes them.
Kill threshold for this buyer: 15.0×
6.95×
Gross Debt / EBITDA
CLEAR
All evaluated signals pass under distressed turnaround thresholds. The leverage that breaches yield thresholds is within expected range for restructuring.

Nokia acquired Alcatel-Lucent in 2016 for €15.6B — they wanted Bell Labs patents, not cash flow. Every verdict above is the correct answer for that buyer.

Try It Yourself

See it work on a real CIM.

Type an investment thesis — or pick one of the examples below. We'll screen the Alcatel-Lucent CIM against your buyer profile using real production output.

Or try an example thesis:
Pricing

One price. One report. No subscription.

Each report screens a single CIM against your acquisition thesis. Re-evaluate under different theses at no extra cost.

Founding Rate
$199 /report

Locked in permanently for early adopters

✓ Full risk screening report (DOCX + browser)
✓ 33 financial calculators across 9 risk domains
✓ Intent-aware verdict (KILL / FLAG / CONCERN / CLEAR)
✓ Unlimited re-evaluations under different theses
✓ Automatic quality-based refund guarantee
✓ Threshold customization dashboard
Get Started →
$299 /report

Standard rate after founding period

✓ Everything in Founding Rate
✓ Same full report and analysis
✓ Same quality guarantee
✓ Same re-evaluation access

Quality guarantee: Every report is graded A through F. Grade B reports receive a 15% automatic refund. Grade C: 30%. Grade F: 100% refund, no report delivered.

Beta testers: 3 free reports in exchange for honest feedback on each. Apply for beta access.

Security

Built for people who sign NDAs for a living.

Every architectural decision assumes your CIM is the most sensitive document in the room.

US Processing
All data processed on AWS infrastructure in the United States. Never leaves US servers.
Triple Encryption
AES-256 in your browser. TLS 1.3 in transit. AWS KMS at rest. Decrypted only in isolated containers.
Zero Human Access
Fully automated pipeline. No manual review step. No Sari Data employee sees your documents.
No AI Training
AWS Bedrock (Claude). Your documents are never used to train AI models. No data retained by the LLM.
Deleted After Use
Source documents permanently deleted after your report is generated. Processing runs in memory only.
You Own Your Reports
Download, share with your IC, or delete. Reports encrypted for 90 days, then gone.
Founding Rate — Limited Time

Screen your next CIM before you commit resources.

$199 per report $299

Early adopters lock in the founding rate permanently.
After the first 90 days, reports are $299.

If our analysis doesn't meet your standard, you'll receive an automatic refund. No questions asked.

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Beta users: 3 free reports in exchange for feedback. Apply here.