Frictionless Physical assessment · AcmeSaaS, Inc. · Enterprise integration active
A
AcmeSaaS, Inc.
Buy-side diligence in progress
⚡ Live integrations: CRM · Cloud · HRIS · Finance
Baseline multiple
6.0x
B2B SaaS median · $14.4M EV
Compression floor
4.2x
−1.8x · $10.1M EV
Expansion ceiling
9.1x
+3.1x · $21.8M EV
Assessment confidence
71%
4 unknowns flagged
Valuation envelope
$2.4M EBITDA basis · 4x–14x scale
4x6x8x10x12x14x
4.2x
6.0x
9.1x
Floor EV
$10.1M
Baseline EV
$14.4M
Ceiling EV
$21.8M
At-stake spread
$11.8M
Due diligence intelligence
Assessment plan & integration status
4 complete
2 in progress
▾
✓
Identify domain owners
CTO, CRO, CHRO, CFO, COO mapped. Primary contacts confirmed. LOI signed by CFO.
Complete
Feb 14, 2026
✓
Identify data sources & connect integrations
AWS Cost Explorer, Salesforce CRM, BambooHR, QuickBooks connected. 4 of 6 planned integrations live.
Complete
Feb 20, 2026
✓
Technology Physical complete — data integrated
Cloud spend, app inventory, architecture maturity assessed. Score: 3.4/5. 4 redundant apps flagged. $180K annual waste identified.
Complete
Feb 28, 2026
→
Revenue Physical — Salesforce integration active
12 accounts loaded. Customer health scoring running. Renewal risk surfaced: $3.05M at risk ≤45 days. Pending CRM field mapping validation.
In progress
Est. Mar 5
→
People Physical — BambooHR integration active
47 employee records loaded. Compensation benchmarking running. 3 roles flagged below market rate by 14–22%.
In progress
Est. Mar 7
✓
Finance Physical complete — earnings quality & working capital assessed
Earnings quality, revenue durability, working capital, reporting, debt, and finance-function maturity assessed. Earnings-quality and customer-concentration exposure flagged for buyer QoE.
Complete
Mar 3, 2026
Data room health
Frictionless Overview · Document completeness
Graded on completeness · recency · consistency
B+
▾ expand
Completeness
82%
41 of 50 documents present
Recency
68%
7 docs older than 12 months
Consistency
79%
3 metric definition conflicts
Cap table & ownership structurePresent · current
Financial statements (24 months)Present · awaiting CFO sign-off
Customer contracts & MSAsPresent · current
IP assignments & patent filingsMissing · requested
Employee agreements & org chartPresent · current
SOC 2 or security certificationMissing · Type I in progress
Technology architecture documentationPresent · 18 months old
Decisions in progress
Decisions being explored by your team · visible to all users and leadership
Revenue
Renewal process restructuring
Analysis complete
Technology
Application portfolio rationalization
Exploring
Select a domain · filters all content below
Technology Physical
Fragmented · ComplexScore 3.4 / 5 · assessed
Revenue Physical
Concentrated · At-RiskScore 3.8 / 5 · assessed
People Physical
Dependent · TransitionalScore 3.1 / 5 · assessed
Finance Physical
Mixed · ExposedNow live · assessed
Process Physical
Not yet assessed
Scheduled Q2 2026
Compression drivers
−1.8x total
Enterprise architecture debt−0.6x
Revenue concentration risk−0.4x
Governance & controls gaps−0.3x
Key-person dependency−0.3x
Data reliability−0.2x
Expansion opportunities
+3.1x total
AI utilization gap+1.2x
Automation deficit+0.8x
Pricing inefficiency+0.6x
System modernization+0.3x
Contract standardization+0.2x
Technology · Application inventory
Frictionless Physical: Fragmented · Complex · Score 3.4/5 · 14 apps · 4 redundant · $180K annual overlap
14 applications · $17,110/mo total spend
| Application | Type | Monthly cost | Status | Flag |
|---|---|---|---|---|
| HubSpot CRM | CRM | $890 | Active | — |
| Salesforce Classic | CRM | $1,200 | Redundant | ⚑ redundant |
| Redshift | Data Warehouse | $3,800 | Active | ⚑ 18% utilisation |
| Looker | BI / Analytics | $2,100 | Active | — |
| Jira | Project Mgmt | $340 | Active | — |
| Asana | Project Mgmt | $280 | Redundant | ⚑ redundant |
| QuickBooks | Finance | $450 | Active | — |
| Workday | HRIS | $1,100 | Active | — |
| Zendesk | Customer Support | $780 | Active | — |
| Zapier | Automation | $560 | Active | — |
| Custom Billing | Billing | $2,400 | Legacy | ⚑ no vendor support |
| Dev Sandbox | Infrastructure | $1,890 | Orphaned | ⚑ orphaned |
| Slack | Communications | $1,100 | Active | — |
| Notion | Documentation | $220 | Active | — |
Revenue · Customer accounts
Frictionless Physical: Concentrated · At-Risk · Score 3.8/5 · $3.05M ARR at risk ≤45 days
12 accounts · $12M ARR
| Account | ARR | Health | Logins/30d | Tickets | Renewal | Risk |
|---|---|---|---|---|---|---|
| Vantage Partners | $1.65M | 19 | 0 | 5 | 9 days | Critical |
| Meridian Financial | $820K | 31 | 4 | 3 | 23 days | High |
| Apex Logistics | $580K | 44 | 12 | 1 | 38 days | Medium |
| Clearwater Group | $1.1M | 52 | 18 | 2 | 74 days | Medium |
| Pinnacle Health | $750K | 61 | 24 | 0 | 110 days | Low |
| Redwood Capital | $900K | 68 | 31 | 1 | 145 days | Low |
| Summit Analytics | $640K | 72 | 38 | 0 | 180 days | Low |
| Horizon Ventures | $480K | 79 | 42 | 0 | 210 days | Low |
| Orion Systems | $920K | 83 | 55 | 0 | 255 days | Low |
| Bluewave Tech | $1.2M | 87 | 61 | 0 | 300 days | Low |
| Kestrel Partners | $560K | 91 | 70 | 0 | 330 days | Low |
| Altitude Corp | $400K | 94 | 82 | 0 | 365 days | Low |
People · Employee risk roster
Frictionless Physical: Dependent · Transitional · Score 3.1/5 · 3 roles at critical flight risk
6 roles shown · 47 employees total
| Role | Tenure | Market rate gap | Recruiter contact | Succession | Risk |
|---|---|---|---|---|---|
| Lead Engineer | 3.2 yrs | −22% | 6 weeks ago | None | Critical |
| Backend Engineer Sr. | 1.8 yrs | −18% | 3 weeks ago | None | Critical |
| DevOps Lead | 2.1 yrs | −14% | — | None | High |
| CTO | 5.1 yrs | −8% | 2 months ago | None | Medium |
| CFO | 3.8 yrs | −5% | — | None | Medium |
| Product Manager | 4.5 yrs | +2% | — | Named | Low |
Financial · Key performance indicators
Finance Physical: Mixed · Exposed · now live · earnings quality, working capital, reporting & debt assessed
| Metric | Current | Benchmark | Status | EV impact |
|---|---|---|---|---|
| Days to close (monthly books) | 12 days | ≤5 days | High risk | −0.15x |
| Forecast accuracy | 71% | ≥85% | Below benchmark | −0.10x |
| Revenue concentration (top 3) | 24% | <15% | Concentrated | −0.15x |
| Gross margin | 78% | 75–80% | In range | Neutral |
| EBITDA margin | 20% | 18–25% | In range | Neutral |
| Cash conversion cycle | 45 days | ≤30 days | Above benchmark | −0.10x |
| KPI governance maturity | Low | Medium+ | Flagged | −0.10x |
Operations · Process & automation gaps
Process Physical not yet assessed · estimated signals · full scoring Q2 2026
| Workflow | Automation % | Manual hrs/wk | Automation ROI | Owner |
|---|---|---|---|---|
| Customer onboarding | 15% | 8.5 hrs | High | COO / CTO |
| Invoice reconciliation | 0% | 6.0 hrs | High | CFO / COO |
| Renewal reminders | 40% | 3.2 hrs | High | CRO |
| Support ticket triage | 25% | 4.8 hrs | Medium | COO |
| Financial reporting | 10% | 12.0 hrs | High | CFO |
| Employee onboarding | 30% | 5.5 hrs | Medium | CHRO |
| Contract approvals | 0% | 3.8 hrs | Medium | CFO / Legal |
Not valuation advisory. Vantage provides decision-support intelligence only. The Frictionless Rating (numeric score) is an Enterprise-tier feature not yet available. Word-based Current Assessments reflect qualitative synthesis from completed Physicals only. All outputs should be reviewed by qualified advisors before use in transactions.