PE Deal Evaluation

PE
Advisory.

Full-spectrum deal evaluation for private equity. Entry price, returns modeling, risk assessment, and a complete advisory pack — from comparable transactions to a 100-day value creation plan.

What takes a deal team weeks to assemble, Cortix delivers in a single run.

What it is.

A multi-perspective deal evaluation engine purpose-built for private equity. Upload your CIM, financial model, deal docs, and management presentations. The engine runs 10 independent analytical perspectives — financial, legal, strategic, operations, risk, marketing, people & culture, technology, customer impact, and governance — then produces a full advisory pack with entry pricing, exit scenarios, SPA terms, capital structure, and a post-close value creation framework.

Every perspective challenges the others. Where they disagree, the report tells you why — and what it means for the deal.

How it works.

01
Upload
CIM, financial models, management presentations, vendor due diligence reports, contracts, and any other deal materials. The document reader extracts and structures everything.
02
Analyze
10 perspectives run in parallel — each analyzing the deal through their professional lens, cross-referencing against web intelligence, and producing independent findings with confidence levels.
03
Synthesize
The engine resolves cross-perspective tensions, builds a decision framework with probability bands, and produces a verdict table with red flag triage and critical assumptions.
04
Deliver
A complete advisory pack: entry price sensitivity, exit analysis, SPA risk matrix, capital structure, comparable transactions, management questions, and a 100-day value creation plan.

What the report covers.

Every PE Advisory report follows a three-part structure: a brief with key findings and decision framework, a full advisory pack with deal-specific deliverables, and a deep multi-perspective analysis of the target.

The Brief
Executive Summary & Decision Framework
Key findings, probability framing, red flag triage, verdict table, critical assumptions, and a decision matrix — everything the IC needs on one page.
Advisory
Entry Price Sensitivity
MOIC sensitivity across entry multiples and leverage scenarios. Exit multiple sensitivity. Assumptions and reading guidance for each table.
Advisory
Comparable Transactions
Direct comparables, cautionary precedents from adjacent markets, and implied valuation context drawn from both uploaded documents and web intelligence.
Advisory
Exit Analysis
Buyer universe assessment, exit environment projection across the hold period, scenario-based exit modeling, and key exit risks.
Advisory
SPA Risk Matrix
Critical items that must be in the SPA or you walk, material items requiring indemnity or price adjustment, and watch items to monitor and protect.
Advisory
Capital Structure & Covenants
Recommended capital structure, lender universe, covenant package with push/fold guidance, and stress testing under downside scenarios.
Advisory
Questions for Management
Must-answer questions before binding offer and should-answer questions before close — generated from gaps and tensions identified across all perspectives.
Advisory
Co-Investor & Rollover Strategy
Ideal co-investor profile, candidate identification, recommended approach, and analysis of seller rollover — the case for, the case against, and recommended structure.
Advisory
Scenario Modeling
Key variable sensitivity analysis with scenario probabilities, EBITDA impact modeling, and stress testing across the deal thesis.

10 analytical perspectives.

Each perspective produces an independent, sourced analysis with findings, red flags, upside signals, and specific recommendations. They challenge each other — and the report surfaces where they disagree and why.

Also included.

Every PE Advisory report includes supplementary exhibits and cross-perspective analysis:

Value creation framework.

Every report includes a post-close operating framework built from findings across all 10 perspectives — not generic templates, but plans derived from the specific risks, opportunities, and constraints identified in the deal.

Who it's for.

PE deal teams evaluating acquisitions. Investment committees preparing for decision meetings. Operating partners scoping value creation before close. Placement agents and advisors who need independent analysis alongside vendor due diligence.

Powered by Cortix Depth.

PE Advisory runs on the same proprietary engine and reasoning methodology behind Cortix Advisory engagements.

The architecture
Cortix Stack.
Engines stacked and orchestrated at whatever scale the problem demands — running in parallel, without ceiling. The deeper the question, the more capability we bring to bear.
The reasoning
Cortix Lens.
A proprietary methodology that challenges, cross-examines, and resolves every finding before it surfaces. Cortix Lens is what makes the output accountable to evidence.
Patent pending