New DD

1Target

Target namerequired

Target domain

2Category & geographies

Target categoriesType to filter the list, or type your own and press Enter to add. Multi-select.

See full category list

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The list below is a starter — any vertical (yours or one we don't show) can be added by typing it and pressing Enter. Categories drive comp-database lookup and category-knowledge reference loading.

Target geographiesMarkets the target sells into. Type to filter, or type a country / region we don't show and press Enter to add.

See full country list

Global:

North America: · · · ·

EU / EEA: · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

Rest of Europe: · · · · · · · · · · · · · · · · ·

Middle East: · · · · · · · · · · · · · ·

Asia-Pacific: · · · · · · · · · · · · · · · · · · · · · · · · · · ·

Pacific Islands: · · · · · · · · · · ·

Latin America & Caribbean: · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

Africa: · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · ·

The list below covers every UN member state and the most common sub-jurisdictions. Anything missing can be typed and added with Enter. Geographies drive Trustpilot region routing, EUIPO vs USPTO trademark scope, VAT/sales-tax checks, and per-region comp filtering.

3Catalogue type

The shape of what the target actually sells.

Own-brand IP only

Owns its IP, manufactures or contract-manufactures, sells under its own brand.

Uses third-party trademarked names

Sells products that reference other brands’ trademarks (parts-fit, accessories, compatibility marketing).

Mixed

Both own-brand and items that reference third-party marks. Mix shifts the diligence weight.

4Dataroom

Where the deal’s source documents live. The app reads the entire folder structure and the linked HubSpot record.

Data room location

Drive URL once OAuth is wired, or a local path against the firm-level data room (e.g. C:\dev\ecomma-dataroom). The engine indexes files by deal name.

HubSpot deal record

Paste deal URL — app resolves linked Drive folder and recall fields

Drop the seller's files here

xlsx · docx · pdf · csv · images. Up to 200 MB per file, 50 files per drop. Engine classifies and extracts text on the way in.

Choose files

5Seller-shared inputs

Everything the seller hands over for this deal, organised by category. Each block lists deal-scope connectors that get OAuthed against the seller’s accounts and revoked at deal close, plus a drop zone for file exports — whichever is easier for the seller. Optional but compounding. Missing data flips the relevant claims to [inferred] rather than blocking the run.

Marketing & advertising

Ad-account history, audience saturation, creative diversity, email engagement, traffic-source mix. Drives Phase 2 + Layer 7.

Meta Business (Facebook + Instagram Ads)

Restriction history, audience saturation, creative diversity

Not set

Google Ads (target’s account)

Account history, spend efficiency, search-term mix

Not set

TikTok Ads + Business

Account quality, creator reach, restriction history

Not set

Klaviyo (target’s account)

Subscriber list size, segment health, engagement curves

Not set

Google Analytics 4 (target’s property)

Traffic source mix, conversion funnel, channel dependency

Not set

Or drop marketing exports here— ad-spend reports, attribution exports, channel breakdowns, paid-vs-organic splitsChoose files

Commerce & payments

Live order data, payment-processor reconciliation, refund timing, repeat rate. Drives Phase 2 cash flow + binding revenue-reconciliation check.

Shopify (target’s store)

Live orders, cohorts, product mix, returns, repeat rate

Not set

Stripe / Shopify Payments

Processor reconciliation — reveals revenue inflation if any

Not set

PayPal (target’s account)

Secondary processor — often where the gap shows up

Not set

Amazon SP-API (target’s seller account)

Marketplace orders, inventory, settlement reports

Not set

Or drop commerce exports here— Shopify CSV order exports, processor statements, refund logs, marketplace settlement reportsChoose files

CRM & customer data

The target’s own CRM (separate from your Ecomma HubSpot on Connections). Customer database, lifecycle, lead pipeline. Sharpens cohort + LTV analysis.

HubSpot (target’s CRM)

Target’s own HubSpot — customer database, lifecycle, lead pipeline

Not set

Salesforce (target’s CRM)

Accounts, contacts, opportunities, pipeline

Not set

Pipedrive (target’s CRM)

Pipeline, deals, contacts

Not set

Zoho CRM (target’s)

Contacts, deals, modules

Not set

Or drop CRM exports here— contacts CSV, deals export, lifecycle-stage reports, segmentation snapshotsChoose files

Financials & accounting

Seller’s general ledger and books. The seller side of the Phase 2 reconciliation.

QuickBooks Online (target’s books)

GL, P&L, balance sheet

Not set

Xero (target’s books)

GL, P&L, balance sheet

Not set

Moneybird (target’s books)

EU accounting (NL)

Not set

Sage (target’s books)

GL, P&L, balance sheet

Not set

NetSuite (target’s ERP)

Mid-market ERP

Not set

Or drop financial exports here— GL, P&L, balance sheet, cap table, signed audit, bank statementsChoose files

6Run type

Sets which phases execute and how strict the gates are.

Pre-LOI screen

Fast triage on a target we are evaluating. Public data, broker pack, light financial review. Aimed at producing a pass / proceed-to-LOI verdict in hours, not days.

Full diligence

Post-LOI, pre-close. Every phase runs. Three-statement model rebuilt from raw GL exports, recon, comps, sector view, contrarian + red team passes, trifecta review, full memo with claims ledger.

Postmortem

Retrospective on a closed deal. Recompute the model and verdict with the data we now have, compare against the original memo. Captures lessons for the methodology library.

Bring-your-own pack

You upload the data room. Engine runs everything it can on whatever is provided, flags missing inputs explicitly. Use when a seller has already packaged their own datapack.

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