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Built for Private Equity & Independent Sponsors

Before the investment committee asks for more detail, make sure the first-pass story is coherent.

A fast screen should not become a casual screen. When every opportunity is described in a different spreadsheet and a different set of assumptions, comparability disappears exactly when the team needs it most.

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What AltosIQ contributes

AltosIQ helps PE teams and independent sponsors organize the target’s financial context, normalization, valuation methodology, and company-specific risks into a documented early-screening baseline.

The challenge

The first pass is where weak assumptions become expensive.

The early materials may suggest attractive EBITDA, but important questions often hide in the details: Which adjustments recur? What support exists? Does the revenue base travel with the business? Is management depth sufficient? Is the apparent margin durable?

A deliberate workflow

A consistent early-screening workflow

  1. 01

    Normalize the story

    Separate recorded performance from adjustments and identify what requires support.

  2. 02

    Document methodology

    Make clear why the selected approach is appropriate for the evidence available.

  3. 03

    Expose risk

    Record customer, key-person, reporting, operating, and other company-specific factors that deserve attention.

  4. 04

    Focus the next diligence step

    Carry precise questions into quality-of-earnings, commercial, operational, legal, and financing diligence.

The result

What a stronger screen creates

Comparable conversations across opportunities
A visible record of the assumptions the team is relying on
A focused diligence question set before time is committed

Better screening, not synthetic underwriting

AltosIQ does not replace quality-of-earnings work, an investment committee, or a transaction model. It gives those processes a clearer starting point, with visible assumptions that can be challenged by the right people at the right stage.

See what a documented analysis includes

Questions advisers ask

Clear answers before a conversation starts.

Can AltosIQ replace a quality-of-earnings report?+

No. It can organize normalization context and identify questions, but a quality-of-earnings engagement remains distinct work.

Is this useful before an LOI?+

Yes. It is designed for the period when information is incomplete but a decision about deeper diligence must still be made.

Can an independent sponsor use the output with investors?+

It can provide documented analytical context, subject to the sponsor’s independent review, disclosures, and diligence process.

Build a screen your team can challenge, compare, and advance.

See how documented value context makes early diligence decisions more consistent.

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AltosIQ supports documented valuation analysis and planning conversations. It does not replace credentialed appraisal work, legal or tax advice, formal fairness opinions, quality-of-earnings work, or independent investment diligence and decision-making.