M&A due diligence

Every deal deserves real diligence.

Due diligence built for $1–10M EBITDA acquisitions. We read the entire data room, surface the risks, and deliver a full diligence report in days.

The problem

The diligence stack wasn’t built for deals this size.

  • Advisory engagements are priced for deals ten times this size. A full diligence stack runs six figures, more than the deal can carry.
  • Broken-deal expenses stack fast. You’re paying providers before risks are surfaced, and eating the cost when it isn’t.
  • If you’re a PE firm, associate weeks spent on add-on diligence are weeks not spent on the platform deals that move the fund.
  • The financials get scrutinized. Outside of financials, most deals never get a formal review at all. That’s where deals blow up post-close.
The fit

Where Fulcra fits.

Sponsors & searchers

Use Fulcra as an early pass on the data room before you put other providers on the clock. Evaluate deals faster, catch what would become broken-deal spend, and cover operational ground that QofE does not.

Private Equity Deal teams & bolt-ons

Stop burning associate hours on every bolt-on. Full data room coverage means you catch what matters: kill bad deals faster, and get to a clear answer faster on the good ones.

What you get

A full diligence report.

View sample report

We analyze the entire data room across 9 workstreams and surface the strengths, the risks, the inconsistencies, and the things you need to clarify with management.

Diligence report: Preview 9 workstreams

Revenue CAGR

18.4%

FY22–FY25

EBITDA margin

12.1%

-260 bps YoY

Top-1 customer

31%

CIM states 18%

Revenue growth by quarter

High Revenue & Customers

Customer concentration understated in the CIM

Top account is a materially larger share of revenue than the revenue summary presents; disclosed at account level in a master services agreement.

04_Contracts / MSA_Customer_047.pdf · p. 12, §4.2

Medium Contracts

Change-of-control consent required from a core vendor

Assignment clause requires written consent on transfer of control, with a 30-day termination right if consent is withheld.

04_Contracts / Vendor_Agreement_Northwind.pdf · p. 7, §11.3

Medium Workforce & Vendors

Key-person dependency across delivery and pricing

One operations lead holds sign-off on pricing and the three largest delivery accounts; no documented succession or retention agreement.

06_HR / Org_Chart_2025.pdf · p. 3

Questions for management

  • “Walk us through revenue by end customer for the last three years, including volume commitments under the top five agreements.”
  • “Which vendor and customer contracts require consent on a change of control?”
  • “What retention or succession arrangements exist for the operations lead?”

Illustrative report · synthetic data

Workstreams covered

Full data room coverage.

Get insight into every area of the business. These are the workstreams that we analyze.

01

Corporate Ownership

02

Financial

03

Revenue & Customers

04

Workforce & Vendors

05

Legal & Contracts

06

Tax

07

IT, Data & Security

08

Operations

09

Insurance

We work alongside your QofE and counsel, not instead of them. Our findings give them a running start.

What deal professionals say

From diligence experts.

“70% of acquisitions fail. And it rarely has to do with the financial part. The finances are just under the microscope. What ends up breaking is people, process, technology: things they did not take into consideration. That’s where Fulcra fits.”

- Partner, M&A Advisory Firm

“The quality of the analysis that AI has been able to generate is far superior to what the senior associate on my team generates. The senior associate bills out at $500 an hour.”

- Senior Consultant, M&A Advisory firm

“This automates to the point where this enables junior people to do the same thing that I do, which is far less expensive.”

- Partner, M&A Advisory Firm

“This allows a junior analyst to come in and say, you can now run the diligence, or you can take a senior guy and run three or four diligences simultaneously. It helps you walk through the main issues and flag the things you really need to dig in on.”

- MD, LMM PE Firm
Why it matters

Kill bad deals early. Pay the right price for the good ones.

Save time in diligence

Analysts triple their capacity: the same team runs three or four processes at once instead of one.

Reduce broken deal spend

Surface the risks in days instead of burning weeks and spend on advisory firms before you know whether the deal survives the data room.

Empower Junior Staff

Junior people run diligence to the standard of senior consultants, with every finding cited to the document and page it came from.

Nothing gets missed

Every document across every workstream is read, so risks surface before you buy the asset, not after close.

Security

Your data room, handled properly.

Learn more

Fulcra is built to be security first.

Encrypted in transit and at rest

Data room material is encrypted end to end, with access scoped to the engagement.

Secure infrastructure

Single-tenant and US-hosted on AWS, isolated per client.

SOC 2 Type II in progress

Controls are being formalized under an active SOC 2 Type II program.

No training on your data

Your documents are never used to train models.

Bring us a live deal.

Twenty minutes is enough to tell you whether Fulcra AI fits the deal in front of you.