Deal Analysis

Upload a CIM or deal memo and run it through the IC framework

NEW DEAL — CIM UPLOAD

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Drop CIM PDF here

or browse files

IC MEMO LIBRARY — CONTEXT

Upload prior IC memos to calibrate analysis against your firm's investment criteria

No memos loaded — add from IC Memo Library tab

0 memos max 25 active

IC QUESTION FRAMEWORK

Upload a CIM to begin

IC Memo Library

Store prior investment committee memos to calibrate deal analysis

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Drop IC Memo PDFs here

or browse files — multiple files supported

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No IC memos in library

Upload prior deal memos to build your comparison base

LBO Model

Generate a high-level leveraged buyout model from CIM financials

DEAL ASSUMPTIONS

Entry EBITDA ($mm)

Entry EV / EBITDA Multiple

Revenue ($mm)

Revenue Growth Rate (annual %)

EBITDA Margin Expansion (annual bps)

Exit EV / EBITDA Multiple

CAPITAL STRUCTURE

Total Debt / EBITDA at Entry

Interest Rate on Debt (%)

Debt Amortization (% of initial/yr)

Holding Period (years)

CapEx (% of Revenue)

D&A (% of Revenue)

Tax Rate (%)

Working Capital Change (% of Rev Growth)

MODEL PREVIEW

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Enter assumptions and run model

Settings

Configure your API key and analysis preferences

ANTHROPIC API KEY

Your key is stored in browser localStorage only — never sent to any server other than Anthropic.

FIRM PROFILE

Used to calibrate analysis tone and sector focus.

Firm Name

Target Sectors

Target EBITDA Range ($mm)

Typical Hold Period

Teleos Firm Profile

Generate a permanent investment criteria profile from your IC memos — auto-injected into every deal analysis

STEP 1 — UPLOAD IC MEMOS

Upload all your prior IC memos. Claude will analyze them collectively and extract your firm's investment DNA.

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Drop IC Memo PDFs here

or browse files

STEP 2 — GENERATE PROFILE

Claude will synthesize all uploaded memos into a single Teleos investment profile. This runs once and is saved permanently.

TELEOS INVESTMENT PROFILE

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No profile generated yet

Upload IC memos and click Generate to build your firm profile

INVESTMENT CRITERIA

Target Sectors

Target EBITDA Range

Preferred Revenue Model

Hold Period

VALUATION & RETURNS

Typical Entry Multiple

Typical Leverage

Minimum IRR Threshold

Minimum MOIC Threshold

KEY SOFTWARE / SaaS METRICS BENCHMARKS

Gross Revenue Retention (GRR)

Net Revenue Retention (NRR)

YoY Revenue Growth

LTV / CAC Ratio

Gross Profit Margin

EBITDA Margin

VALUE CREATION PLAYBOOK

HISTORICAL RED FLAGS (DEAL KILLERS)

MANAGEMENT CRITERIA

IC RECOMMENDATION FRAMEWORK

Deal Analysis

IC Analysis Results

IC Memo Library

LBO Model

Settings

Teleos Firm Profile