Answer a few structured questions about your deal and get a clean, objective analysis—without building a spreadsheet or second-guessing your assumptions.
Pro tip: Fill this out while you have the deal details in front of you (listing, OM, or notes) for the most accurate output.
Use this form whenever a new opportunity hits your inbox. You’ll get a structured summary and recommendation you can trust in just a few minutes.
Privacy note: Only include the level of detail you’re comfortable sharing. You can anonymize names and addresses.
The Deal Analyzer Form breaks your deal into clear steps so you never wonder what to fill in next—or whether you forgot something critical.
Enter core details like purchase price, terms, and key assumptions. Friendly hints keep you from overthinking the inputs.
We guide you through income, expenses, and capital structure so your analysis reflects the real story behind the deal.
See risk, return, and recommended next steps summarized in plain language you can share with partners or investors.
Capture everything you need in one standardized flow so each new deal feels familiar instead of starting from zero.
Structured prompts surface the assumptions and risks that are easy to overlook when you move fast.
Walk partners, credit, or IC through a concise narrative instead of sending a raw spreadsheet tab.
If you’re wondering how the form works in practice, these quick answers should help.
Most people complete the form in under 4 minutes. If you have your key deal details ready—purchase price, terms, income, and expenses—it can be even faster.
The form is designed to work with most income-producing deals: acquisitions, refinances, and recapitalizations. It can also be adapted for earlier-stage or development deals by focusing on projected cash flows and capital needs.
No. The form is built to work with a mix of concrete numbers and reasonable assumptions. You’ll be guided to estimate where needed, and you can refine the numbers later as you learn more. Just the basic financial numbers are needed.
Yes. The form is especially powerful when you run all of your deals through it. You’ll get a consistent way to compare opportunities and communicate your reasoning with partners or stakeholders.
No. Your responses are used solely to generate your analysis. You’re free to anonymize parties, addresses, or other sensitive details if you prefer.
Start the Deal Analyzer Form now and turn your current opportunity into a simple, defensible yes/no decision.
No account required. You can always come back and run the same deal again with updated numbers.