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

COMPANY DETAILS

Used for web research — enter the actual company name (not the project codename)

Actual Company Name

Management LinkedIn URL (optional)

Sector / Industry

IC QUESTION FRAMEWORK

CUSTOM QUESTIONS Add any question you want answered

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

Go-to-Market Diligence Scorecard

Technology Diligence Scorecard

AI Diligence Scorecard

IC Memo Library

LBO Model

Settings

Teleos Firm Profile