AnalystForge.ai @AnalystforgeAI

A lot of people ask: why one-time purchase instead of subscription? Because you're not renting a workflow. You own it. Works inside your own Claude account. No lock-in. No monthly nut to cut when deal flow slows. $397, one time. analystforge.ai

Victor doesn't just read the CIM. It generates your management meeting question list — organized by revenue quality, cost structure, customer relationships, management depth, and deal risks. The banker will notice when you walk in prepared.

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Independent sponsors don't have the luxury of throwing headcount at diligence. You're doing the work of a 4-person deal team with 1.5 people. AnalystForge was built for how LMM deals actually work — not how they work at a $3B fund.

What Victor does on a typical CIM: • Flags customer concentration, management tenure, revenue quality • Builds the question list for the management meeting • Sets initial entry assumptions for the model • Drafts the screening memo Half-day task → 30 minutes.

The fastest filter in LMM deal screening isn't the financials. It's customer concentration. If the top 3 customers are >40% of revenue and there are no written contracts — you can structure around a lot of problems. You can't fix that one easily.

Reading a CIM from scratch shouldn't take 3 hours. Most of that time goes to cover page boilerplate, management bios, and paragraph 4 of every section that says the same thing. Victor reads it in minutes and gives you the 20% that actually matters.

Question for LMM PE folks: When you're screening a CIM, what's the one thing you wish you could automate? The financial extraction? The risk assessment? The competitive landscape work? Genuinely curious — building tools for this exact workflow and want to get it right.

Five things that should be on your screening checklist before you spend a single hour on diligence: 1. Customer concentration above 25% — who, how long, what contract terms 2. Owner involvement in revenue-generating relationships 3. CapEx vs. D&A trend — are they underinvesting? 4. Add-backs as a % of reported EBITDA — above 30% is a yellow flag 5. Working capital seasonality — does the business eat cash at certain points? Get these five answers first. Everything else can wait.

@JasonrShuman Sure you can vibe code. But you don’t paint your own house because it’s better to pay someone who knows what they are doing and because your time is more valuable in other areas.

@PEoperator Jordy at TBPN frames it best. It's an Apple (polished application, walled garden, consumer ready) vs. Windows (open, free for all, better watch your back) situation right now.

@sweatystartup Better yet, find the person in the company that won't stop talking about what AI tool they built over the weekend. Get them a $100/mo. Max account and turn them loose.

@Codie_Sanchez It's good to let them experiment and learn. Once the light switch flips, there is no turning back. AI-pilling is so strong though that sometimes you need to fish them out of the rabbit hole...

@sharbel Wow. This is solid.

The math on deal screening: 100 CIMs a year × 4 hours each = 400 hours. Maybe 10 get to LOI. That's 360 hours spent on deals that went nowhere. What if the first pass took 10 minutes instead of 4 hours? That's what Victor does → analystforge.ai/victor

A CIM that doesn't include a customer concentration table is telling you something. They left it out on purpose. First question to the banker: top 5 customers by revenue percentage for each of the last 3 years. If they push back or say "we'll get that in the data room" — that's your answer.

A CIM that doesn't include a customer concentration table is telling you something. They left it out on purpose. First question to the banker: top 5 customers by revenue percentage for each of the last 3 years. If they push back or say "we'll get that in the data room" — that's your answer.

We've been running Victor on live deal flow for a few months now. The thing that surprised us most: it catches financial inconsistencies in CIMs that experienced associates miss. Not because people are bad at their jobs — because reading 60-page PDFs and cross-referencing numbers is exactly what AI is good at. One recent example: Victor flagged a $596K discrepancy between the cover page EBITDA and the detailed bridge. That's material at LMM deal sizes.

We've been running Victor on live deal flow for a few months now. The thing that surprised us most: it catches financial inconsistencies in CIMs that experienced associates miss. Not because people are bad at their jobs — because reading 60-page PDFs and cross-referencing numbers is exactly what AI is good at. One recent example: Victor flagged a $596K discrepancy between the cover page EBITDA and the detailed bridge. That's material at LMM deal sizes.

Hot take: the management presentation is the most overrated part of the deal process. By the time you're in that room, you should already know 80% of what you need from the CIM, the data room, and your own industry work. If you're going in hoping to "get a feel for the team," you're already behind. Use the meeting to pressure-test the 3-4 things you couldn't answer from the documents. That's it.