Give your clients better insight. Strengthen your advisory proposition. Create additional revenue.

Most businesses have access to financial information. Far fewer have the insight needed to understand what that information means for the future of their business.

DealSheets transforms financial and operational data into clear, actionable insight across four critical areas:

Revenue Quality & Resilience
Understand recurring and repeat revenue, customer concentration, churn, retention and the sustainability of future revenues.

Growth & Performance
Identify the metrics, trends and opportunities that can have the greatest impact on revenue, profitability and business performance.

Investor & Exit Readiness
See the business through the eyes of an investor, lender or potential acquirer and understand the metrics they are likely to scrutinise.

Business Value
Understand the factors influencing enterprise value and identify where improvements in key metrics could translate into increased business value. DealSheets doesn't simply report what has happened. It helps business owners understand what matters, why it matters and where they should focus next.

Add More Value to Your Client Relationships

DealSheets gives you another reason to have valuable, forward-looking conversations with your clients. Instead of conversations being dominated by historical financial reporting, you can help clients explore questions such as:

• How resilient is your revenue?
• How dependent are you on your largest customers?
• What is churn costing the business?
• Where are the biggest opportunities for profitable growth?
• How would an investor or buyer view the business?
• What could materially increase the value of the company?

These are conversations that naturally strengthen the role of a trusted adviser.

DealSheets can complement your existing accounting, fractional CFO, corporate finance, M&A, consulting or technology services.

The platform provides sophisticated analysis without requiring your team to build complex spreadsheets, models or dashboards for every client.

That means more insight, more consistently and with less manual effort.

DealSheets Advisors receive a 25% rebate on qualifying DealSheets licence sales introduced through the programme.

Simply identify clients who could benefit, register the opportunity and introduce DealSheets.

We can support you through demonstration, trial, onboarding and deployment.

Approved DealSheets Advisors receive a complimentary Not for Resale DealSheets licence.

Use it to explore the platform, demonstrate DealSheets to clients and understand how the insights can complement your existing advisory services.

You don't need to become a DealSheets product expert.

Identify the opportunity and we can help with the rest.

Discover → Demonstrate → Qualify → Trial → Close

Our team can support your client conversations, provide demonstrations and help prospective customers experience the platform before committing.