For searchers, sponsors & first-time buyers

Drop in the seller's documents. Eqwitty builds your checklist, maps what's covered, and flags what's missing, so you know exactly where you stand before you wire the money.

Project Hartwell HVAC
Diligence checklist
Document map
Red flags
Requests to seller
Coverage57%
Financial diligence
4 covered · 2 missing · 1 flagged
Financial statements (3 years)Covered
Federal tax returns (3 years)Covered
Customer concentration analysisRed flag
AR aging scheduleMissing
Key customer contractsCovered
Facility lease agreementMissing
Employee census & compCovered
The problem

Diligence under a ticking clock, usually without a deal team.

You're chasing documents, guessing what to ask for, and hoping you didn't miss something. The exclusivity period doesn't wait, and neither does the seller.

0–0 days
A typical exclusivity window. Every week spent chasing paper is a week not spent evaluating the business.
0+ items
What a thorough SME diligence checklist actually covers. Most first-time buyers work from a fraction of it.
One shot
Once you wire the money, whatever you missed is yours. There is no second pass at diligence.
What it does

Eqwitty doesn't just store your files. It does the diligence with you: organizing documents, building the checklist, and chasing down the gaps.

01 · Organize
Maps every document

Drop in the seller's data room as-is. Eqwitty reads each file, classifies it, and links it to the diligence items it satisfies, with page-level citations.

FY2023–25_Financials.pdf → Financial statements (3 yrs)
Master_Service_Agmt_v4.pdf → Key customer contracts
Payroll_Export_Q4.xlsx → Employee census & comp
02 · Checklist
Builds the checklist for your deal

Not a generic template. A checklist shaped by industry, deal size, and structure, covering the 200+ items a thorough SME diligence actually needs.

HVAC services · asset purchase
Financial · 42 items Legal · 38 items Operations · 31 items HR · 24 items Tax · 19 items
03 · Analyze
Flags the gaps and red flags

Every item is marked covered, missing, or flagged. When numbers don't reconcile or a clause looks off, Eqwitty says so and shows its reasoning.

⚑ Add-backs exceed ledger support by $63k
CIM claims $184k in owner add-backs; general ledger supports $121k. Vehicle and travel adjustments are undocumented.
04 · Chase
Chases down what's missing

Eqwitty drafts prioritized document requests to the seller and tracks what's outstanding, so nothing slips through before close.

Draft request · to seller
"Could you share the AR aging schedule as of the most recent month-end, and the current facility lease including any amendments? These are the last two items open on financial diligence."
How it works

01
Upload

Drop in the seller's documents: financials, contracts, leases, whatever they've sent.

02
Map

Eqwitty builds your diligence checklist and maps every document against it.

03
Flag

See what's covered, what's missing, and what looks risky, with the reasoning.

04
Decide

Request the missing items and walk into the deal knowing exactly where you stand.

Coverage map

Every checklist item is marked covered, missing, or flagged, with the source document linked. When something looks off, Eqwitty says so and drafts the follow-up request to the seller.

Covered: satisfied by a document in the room, cited line by line.
Missing: expected for this deal type, not yet provided.
Red flag: something in the documents warrants a closer look.
Red flags · Project Hartwell HVAC
2 open
Customer concentration: 41% of revenue
One customer accounts for 41% of FY2025 revenue (AR ledger, p. 12). Contract renews in 8 months. Suggested: request renewal history and the current MSA.
Owner add-backs exceed stated EBITDA adjustments
Add-backs in the broker CIM total $184k; the general ledger supports $121k. Suggested: ask for documentation on vehicle and travel adjustments.
Draft request to seller →
Ask Vivi

Vivi reads the data room and answers with citations: fundamentals, risk factors, and what's still missing before you can close.

Thinking…

Why Eqwitty

Data rooms
Storage, not analysis
-Hold the documents you already have
-No opinion on what's missing
-Built for sellers running a process
Eqwitty
AI diligence agent
Does the work with you
Builds the checklist for your deal
Maps every document, flags every gap
Priced for a solo searcher's budget
Diligence firms
Rigor you can't afford
-Excellent work at enterprise prices
-Scoped engagements, slow turnarounds
-Rarely take sub-$10M deals
FAQ

Questions buyers ask us.

It reads every document the seller provides, matches each one against a diligence checklist built for your deal type, and marks every item covered, missing, or flagged, with citations back to the source pages.

No. Eqwitty handles the analyst work, organizing, mapping, and gap-finding, so your QoE provider and attorney spend their expensive hours on judgment, not document triage. It tells you when to bring them in.

Eqwitty adapts the checklist to industry, deal size, and structure. An HVAC roll-up with real estate looks different from a SaaS asset purchase, and the checklist reflects that.

Deal documents are encrypted in transit and at rest, never used to train models, and deleted on request. Each deal lives in its own isolated workspace.

A flat per-deal price a solo searcher can expense, a small fraction of a scoped diligence engagement. Get started to see current pricing.

Back the business. We'll run the diligence.

Start with the first document drop, from a seller or a founder. You'll see your coverage map in minutes.

Get started