Financial Due Diligence Software for Transaction Advisors

Transform raw deal data into actionable insights with DealCore's purpose-built FDD platform. Reduce manual work by 40% while delivering deeper, more granular analyses.

The Growing Challenges in Middle-Market Financial Due Diligence

Transaction advisory professionals face increasing pressure as client expectations rise and competition intensifies

Escalating Time Pressure

You're spending 20-30% of billable hours on manual data processing rather than high-value analysis, while facing ever-tightening client deadlines.

Work-Life Balance Crisis

Junior staff regularly endure 70+ hour weeks during critical deal phases, leading to burnout, retention challenges, and diminished analysis quality.

Scaling Without Solving

Adding offshore headcount addresses volume but not complexity — creating management overhead, communication friction, and quality control issues that consume the time you're trying to save.

Efficiency Gap Reality

While most firms now utilize offshore resources, midsize firms still struggle with quality inconsistencies, time zone coordination, and training overhead that offset cost advantages.

Consistency Challenges

Creating standardized, error-free analyses across engagements becomes nearly impossible as teams scramble to meet deadlines.

Learning Curve Inefficiencies

It takes years for junior staff to develop proficiency in financial modeling, creating bottlenecks and limiting their value contribution.

How DealCore Transforms Your Quality of Earnings Process

Unlike generic financial tools, our purpose-built FDD platform is designed specifically for transaction advisors

Automated QofE Databook Creation

Your fully-branded, comprehensive analysis workbook delivered within hours of data access—ready for immediate review and customization.

Direct ERP Connectivity

Seamless connection to all major ERP systems eliminates manual data entry and transformation errors.

Transaction-Level Revenue Analysis

Multi-dimensional drill-down capabilities across customers, products, channels, and locations based on invoice and order data.

Comprehensive Profitability Insights

Automatically generated EBITDA bridges, reported and adjusted financial presentations, and operational KPIs with supporting schedules.

Working Capital Deep-Dive

Detailed aging analyses, seasonal trends, and normalized working capital calculations.

Measurable Impact on Your Advisory Practice

Our middle-market M&A due diligence solution delivers quantifiable value from day one

40%

Reduction in Preparation Time

From 60+ hours to less than 35 hours per engagement

90%

Decrease in Formula Errors

Programmatic precision eliminates embarrassing spreadsheet mistakes

+

Measurable ROI From Implementation

Time savings translate to direct cost reduction per engagement

Junior Staff Empowerment

Associates contribute high-value insights within days rather than months or years

Enhanced Client Experience

Earlier delivery of preliminary findings and more focused management discussions

Competitive Differentiation

Establish your firm as a technology-forward advisor delivering deeper insights

Why FDD-Specific Software Matters

Generic financial tools weren't built for the unique demands of transaction advisory

Purpose-Built for Due Diligence

DealCore is engineered specifically for the QofE workflow, unlike general BI or visualization tools.

Pre-Built Financial Models

Start with sophisticated templates designed by FDD veterans, eliminating the need to build from scratch.

Deal-Ready Visualization Library

Access 90+ transaction-specific visualizations that highlight deal value drivers.

M&A Process Integration

Workflows designed specifically for the pre-LOI to closing timeline.

Middle-Market Focus

Optimized for deals where data quality varies and sophisticated analyses are critical for decision-making.

Ready to transform your due diligence process? Schedule a personalized demo today.