(05) Tools
Tools
A working collection of utilities for diligence, market intelligence, and web research. Each tool answers one question fast: paste an input, get an answer, leave with what you need. Built on public data sources.
Deal Math & Calculators
07 ToolsClient-side operating models — MSP valuation ranges, SaaS efficiency metrics, sales capacity, earnout scenarios, NRR waterfalls. Every number stays in your browser; nothing is sent anywhere.
MSP Valuation Estimator
Model an MSP's enterprise-value range from EBITDA, recurring-revenue mix, growth, and customer concentration. You set the base multiple; quality factors adjust it. All math client-side.
SaaS Metrics Calculator
LTV, CAC, LTV:CAC, CAC payback, Rule of 40, and Magic Number from eight inputs. The board-deck sanity check, without the spreadsheet.
Sales Capacity Model
Turn rep count, ramp time, quota, and attainment into a bookings capacity number — and see the gap against plan. The first model any CRO builds; here it takes thirty seconds.
Earnout Scenario Modeler
Model an M&A earnout across downside / base / upside performance scenarios — threshold, cap, linear interpolation between. See what the seller actually takes home in each world.
TAM / SAM / SOM Calculator
Size a market top-down and bottom-up in one view — TAM from population × price, SAM from addressable filters, SOM from realistic share. Flags when the two approaches disagree.
NRR Waterfall
Decompose net revenue retention into expansion, contraction, and churn — see the gross-vs-net retention bridge and what each lever does to the number. Rendered as a live waterfall.
Payment Terms Cash Impact
See what Net-30 vs Net-60 vs Net-90 actually costs in working capital and financing terms at your revenue scale. DSO, cash locked in AR, and the annual carry cost.
Diligence & Verification
07 ToolsThe first questions on any deal memo — registry standing, LEI records, trademark conflicts, banking standing, non-profit filings, court dockets, insider transactions. Each tool answers one of them.
Registry Lookup
Verify a company across 27 national registries — UK Companies House, Belgian KBO, German HRB, Dutch KvK — with a single search. Cross-border M&A research without seven open browser tabs.
LEI Lookup
Look up a company’s Legal Entity Identifier — the financial-system standard for "this counterparty is who it says it is." Issuer, status, parent-LEI graph, all sourced directly from GLEIF.
FDIC Bank Lookup
Look up any FDIC-insured bank by name. Returns charter type, total assets, return on assets, capital ratios, regulator, and branch count — the standard pre-deal banking diligence card.
Nonprofit Lookup
Search the IRS 501(c)(3) database for any non-profit entity. Returns EIN, location, NTEE category code, and direct links to recent Form 990 filings via ProPublica’s open mirror.
Trademark Search
Scan Wikidata for well-known existing entities — companies, products, people — using a candidate name. First-pass conflict signal before naming a product, practice, or fund.
SEC Form 4 Insider Activity
Pull recent Form 4 insider transactions (officers, directors, 10%+ holders) for any US public company. Sourced direct from SEC EDGAR submissions API — pre-investor-call read.
Federal Court Cases
Search every federal court opinion and docket the Free Law Project has indexed. Litigation history, judges, citations — the layer PACER charges per page for.
Federal & Market Intel
09 ToolsWhere the signal lives — federal contracts, regulatory motion, public-company filings, lobbying disclosures, labor stats, macro series. The data the room is acting on, sourced direct.
Federal Contract Lookup
Pull every federal award for any company by name, NAICS, or agency. See exactly how a vendor sells into Washington before the first call.
Regulatory Radar
Filter the Federal Register for cybersecurity, FedRAMP, CMMC, and IT-services rules in motion. Read the regulation that's about to land before your competitors do.
SEC Filings Watch
Track 10-K, 10-Q, 8-K, and S-1 filings for any public IT-services company or peer. Competitor intelligence in thirty seconds, sourced directly from EDGAR.
EDGAR Full-Text Search
Search any phrase across every SEC filing — 10-Ks, 10-Qs, 8-Ks, proxies, S-1s. Find which companies are saying what about a risk, a customer, a competitor, or a technology. Filings Watch by company; this is by phrase.
Lobbying Search
Search the Senate Lobbying Disclosure Act database — registrants, clients, issue codes, and quarterly contribution amounts. The legal record of who is paying to influence federal policy.
BLS Labor Stats
Pull any Bureau of Labor Statistics time series — CPI by category, wages by occupation, employment by industry/MSA, productivity. Macro grounding for any thesis post.
FRED Economic Series
Pull any St. Louis Fed FRED time series — Fed Funds Rate, CPI, unemployment, GDP, M2, treasury yields, real wages. The macro grounding layer.
EIA Energy Series
Pull U.S. EIA time series — WTI crude, Henry Hub gas, retail gasoline, electricity prices, generation mix. Energy-deal context layer.
World Bank Indicators
Pull GDP, inflation, population, life expectancy, debt-to-GDP, and 1,400+ other country-level indicators. Cross-border M&A macro layer, sourced direct.