Sell-side advisory from the company's own numbers
Know the financials better than the buyer will. Spread the company before the process starts and keep a page behind every figure the materials present.
SpreadSpace™ reads the company's audited and internal financial statements, tax returns, bank statements and supporting schedules and spreads them for the sell-side team. Every figure keeps a link to the page it came from, so the historical financial section of the materials rests on the documents a buyer's advisers will later request.
Build the normalized earnings the materials will present with each adjustment shown beside the reported line, assemble the data room's financial schedules from the same spread and answer diligence questions from the page rather than from memory. Work in SpreadSpace or embed the workspace in your firm's engagement platform.
Spread the company before the process starts
Upload the audited and reviewed statements, the business tax returns, the bank statements and the debt schedules the company provides. SpreadSpace reads them into one spread under your firm's chart of accounts, with each entity, period and unit identifiable and the reported lines kept behind every mapped figure.
Supported consolidating statements keep each entity's column and the reported eliminations beside the consolidated total, so the perimeter of the sale is settled before a figure is counted twice.
Present normalized earnings with every adjustment shown
The reported EBITDA and the adjusted figure the materials present stay separate. The analyst chooses each adjustment, and the spread shows it beside the reported line it adjusts, with the period and the supporting document attached.
When a buyer's adviser asks what sits behind an add-back, the answer is the row, the period and the page. The team decides what the materials present. SpreadSpace keeps the basis visible.
Reconcile the statements to the cash
Bank statements show the deposits, withdrawals and financing activity behind the reported results. Read them beside the statements and the tax returns before a buyer does, so the questions the buy side will ask are answered in the data room rather than in the exclusivity period.
Position the company against its public peers
Upload the 10-K and 10-Q filings of the public comparables and the extracted statements take the same presentation as the company's under your firm's chart of accounts. Margins, growth and leverage line up across the set with the reported lines behind every mapped figure.
Write the financial section in your firm's format
Upload the memorandum or the management presentation your firm already produces, as a PDF or a Word document, and SpreadSpace reproduces its structure as a reusable template. Bring the spread, the normalized earnings schedule and the selected charts into it as exhibits and write the narrative around them.
Reviewers open a figure in the exhibit and land on its source. Finalizing records the version that went out, and reopening it is an explicit, recorded step.
Answer diligence from the page
As buyers work the data room, their questions come back to the same figures. A source-linked figure opens the document at the highlighted line, and a derived figure opens into its rows, so the sell-side team answers from the evidence and the record shows who changed what and when.
Bring the work into your engagement platform
Use the native workspace or embed the review in the engagement system your firm already runs. An integration can retrieve finalized spreads and report renders through the API.
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Spread your next mandate before the buyers do
Bring the company's documents from a recent sale and the materials your firm produced. Follow one figure from the statements into the normalized earnings schedule and the exhibit, and see whether the page behind it answers the question a buyer asked.