A fictional acquisition book, organised by stage and next action.
02 / Assessment
Interrogate the assessment.
Read the prepared findings alongside the checks that remain unresolved. In this example, the mandatory screen is incomplete. An indicative score is not a decision.
A score is not an approval. This prepared scenario still has mandatory checks outstanding; no live register or accreditation check has been performed.
A first assessment makes the supporting evidence and open questions visible.
03 / Source evidence
Go back to the evidence.
Inspect the underlying sample document before relying on a conclusion. These are fictional companies and figures. Customer concentration, retention and renewal remain diligence questions for your team.
The figures belong to the fictional scenario. Retention and renewal remain diligence conditions; this is not customer performance evidence.
Review the underlying sample document before relying on a conclusion.
Decision support / not decision replacement
The team still makes the call.
The workspace helps organise the acquisition work. Your team checks source material, resolves open questions and decides whether and how to progress.
These captures show prepared fictional records. They do not demonstrate live research, external messages, an activated trial or an approved investment.
Demo captured . Valuation and committee screens are outside this preview.
Start with your acquisition process
Where does the next decision get difficult?
Bring the stages, reviews and handovers you want to connect. We can discuss whether The Dealroom fits the way your team works.