FlagpostYou own the relationship. Flagpost owns the execution.
From first ledger to final handshake. One platform to collect the files, reconcile the financials, draft the materials and run the data room.
| Revenue | $18.4M |
| Adjusted EBITDA | $3.1M |
| Adjusted EBITDA margin | 16.8% |
| Reported EBITDA | 2,640,000 |
| Owner compensation add-back | 460,000 |
| Adjusted EBITDA | 3,100,000 |
Illustrative
A generation of business owners is preparing to sell.Deals are won face to face. Flagpost gives you the time.
One auditable record. Every deliverable drawn from it.
Flagpost's AI reads every file a company provides and reconciles it into a single record.
- General ledger 3 files
- Trial balances 36 files
- Tax returns 3 files
- Customer contracts 38 files
- Bank statements 72 files
- Databook
- CIM and teaser
- Investment memo
- Red-flag report
- Data room
Illustrative
Collect
Every file, in one place.
Reconcile
Every figure sourced.
Deliver
Review-ready documents.
Share
With access controls.
Drafted in your firm's format.
CIMs, teasers and investment memos, written section by section and backed by an audit trail. Your team brings the judgment. Flagpost brings the draft.
- Executive summary
- Transaction overview
- Company overview
- Customer overview
- Growth opportunities
- Financial summary
Investment highlights
The Company is a regional provider of commercial building services with 38 recurring maintenance contracts[1]. Revenue reached $18.4M in FY2024[2], with adjusted EBITDA of $3.1M[3].
The ten largest customers account for 41% of revenue[4], and no single customer exceeds 9%[4].
Illustrative
A deal needs a system, not a chatbot.
- A chatbot skims.
- Built to handle data rooms of thousands of files.
- A chatbot was not built to be audited.
- Auditability built in from the ground up.
- A chatbot changes behavior with every update.
- Tested on proprietary benchmarks as models update.
- A chatbot is a generalist.
- Designed by Transaction Advisory CPAs exclusively for M&A.
“The databook used to take one of our associates a week. Now it’s a day. And when we have a question, a real person picks up.”Managing Director · M&A advisory firm
Numbers you can stand behind.
Each figure traced to its source and reviewed by your team.
Sourced
To the file and the page.
Flagged
Raised for your review.
Approved
Signed off by your team.
Logged
Who, what and when.
Go to market sooner.
Run the whole process in Flagpost, from collecting the files to the data room.
Your databook, CIM and teaser are drafted for your review, with fewer surprises in diligence.
Know what you are buying.
Run your diligence in Flagpost, from collecting the target's files to sharing the findings.
Your databook, investment memo and red‑flag report are drafted for your review, with fewer surprises after close.
Run the deal in our data room, or keep the one you already use.
Designed by Transaction Advisory CPAs, with a team you can always reach.
What deal teams ask.
What is Flagpost?
Flagpost is a deal execution platform for lower-middle-market M&A. Deal teams use Flagpost to collect a company's files, reconcile the financials, draft deal materials and run the data room, in one place.
Who is Flagpost for?
Sell-side advisors, such as investment banks and M&A advisory firms, and buy-side teams, such as private equity firms, independent sponsors and strategic acquirers.
What does Flagpost produce?
Databooks, confidential information memorandums (CIMs), teasers, investment memos and red-flag reports. Each is drafted from one auditable deal record and delivered for your team to review and approve.
How is Flagpost different from a general AI tool such as ChatGPT or Claude?
A general AI tool is built to answer anything. Flagpost is built for one job: M&A. That means data rooms of thousands of documents, analysis designed by Transaction Advisory CPAs around what matters in a deal, and figures your team can trace back to their source.
Does Flagpost replace the deal team's judgment?
No. Flagpost prepares the work and your team makes the calls. Figures are reviewed by your team before they are used, and changes are logged.
Do we have to use Flagpost's data room?
No. You can run a deal in Flagpost's data room, or keep the one your firm already uses.
How is deal information protected?
Flagpost is hosted in the United States and encrypted at rest and in transit. Every deal is walled off, access is set by role, and actions are recorded in audit logs. More on security.
Can your team run a deal for us?
Short on hands? Ask us about running a deal for you. Get in touch.
How long does it take to get started?
Flagpost is configured to your firm, and up and running in one business day. You can start with a single deal.
You build the relationships. Flagpost builds the rest.
Configured to your firm. Live in one business day. Start with a single deal.