Financial Due Diligence

Unlock Growth by Accelerating Your FDD Work

Move diligence forward faster at higher quality across the engagement, from databook construction to trial balance mapping and presentation.

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Tracelight in Financial Due Diligence

546h

Freed up for higher-leverage work per person, per year

45%

Increase in revenue

21x

ROI

FDD Databook.xlsx

Metric

FY2022A

FY2023A

FY2024A

Revenue

112.4

121.7

131.0

Revenue growth

8.3%

7.6%

Gross profit

65.9

71.4

77.8

Gross margin

58.6%

58.7%

59.4%

Opex

(36.8)

(38.8)

(42.0)

EBITDA

29.1

32.6

35.8

EBITDA margin

25.9%

26.8%

27.3%

Ready100%

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Databook build

Build the databook from the Q4 data room drop

Transactional files are ingested, cleaned and tagged into a live databook. Views refresh when the underlying sources change.

Files ingested

14 / 14

Accounts tagged

860 / 860

Showing the P&L sheet — views refresh when the sources change.

FDD Databook

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Databook

Databook Build

Build your project's largest deliverable in days. Accelerate transactional data ingestion, cleaning, tagging, and reporting. Instantly generate P&L, working capital, and KPI views that refresh automatically when sources change.

Mapping

Trial Balance to Financial Statements

Map your Trial Balance to clean financial statements in minutes. Drop it in for a proposed mapping to your FDD schedules, refining as structures evolve and refreshing instantly when new data arrives.

QoE

QoE and Adjustments Schedule

Accelerate your QoE and Adjustments schedule build through painless iteration. Maintain the latest view whenever reported figures or adjustments change, keeping the bridge to Adjusted EBITDA updated automatically, with full analysis context held in one place.

FDD Report.pptx

Bridge to Adjusted EBITDAFY2024 quality of earnings, $M

12.4

+0.6

+0.4

+0.5

+0.3

14.2

ReportedLegalCompRun-rateRentAdjusted

Reported$12.4M

Adjustments+$1.8M

Adj. EBITDA$14.2M

Source: QoE_schedule.xlsx · Tracelight1

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Presentation

Turn the QoE analysis into a client-ready deck for the update call

Deck built from the workbook in your firm template. The slides stay live — when the workbook changes, both the PowerPoint and HTML versions update.

Slides generated

3 / 3

Template checks passed

12 / 12

Showing “Bridge to Adjusted EBITDA” — exported to PowerPoint and HTML.

Slide 1

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Decks

Presentation

Turn elevated analysis into client-ready presentation in minutes. Showcase your judgement with impressive firm-compliant decks produced directly from the workbook, with tables, charts, and interactive visuals across PowerPoint and HTML, perfect for the short-deadline client session.