Reviewing Listings + AI
Complete Deal Analysis and AI Insights
Transform raw deal data into actionable investment intelligence. This is where AlphaY's AI reveals the real story behind every opportunity.
Access Deep Deal Analysis
From Any Deal View
- Navigate to Listings or Pipeline
- Click on any deal to open details
- Explore multiple analysis tabs
- Generate fresh insights anytime
AI Analysis Tabs Explained
Overview Tab
Your executive summary includes:
- Business Model Breakdown - What the company actually does
- Revenue Stream Analysis - How they make money
- Market Position - Competitive landscape assessment
- Financial Health - Cash flow and profitability review
SWOT Analysis Tab
Strategic assessment covering:
- Strengths - Competitive advantages and assets
- Weaknesses - Operational risks and limitations
- Opportunities - Growth potential and market trends
- Threats - Industry risks and challenges
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Due Diligence Questions Tab
AI generates specific questions to ask:
- Financial Verification - Key numbers to confirm
- Operational Deep Dive - Process and system questions
- Legal and Compliance - Regulatory and risk issues
- Strategic Considerations - Growth and transition planning
Investment Considerations Tab
Decision-making insights including:
- Valuation Assessment - Fair price analysis
- Risk Evaluation - Deal-specific concerns
- ROI Projections - Expected returns and payback
- Strategic Fit - Alignment with your goals
Generating Fresh Analysis
When to Regenerate
- After updating deal financials
- When new information becomes available
- Before making offers or decisions
- During due diligence process
Optimization Tips
For best AI analysis results:
- Include complete business descriptions
- Add accurate financial data
- Update industry classifications
- Provide context about seller motivations
Using Analysis for Decision Making
Quick Go/No-Go Assessment
Use the Overview tab to rapidly determine:
- Does the business model make sense?
- Are the financials realistic?
- Is this within your investment criteria?
- Are there obvious red flags?
Deep Due Diligence Planning
The Due Diligence Questions tab provides:
- Structured investigation approach
- Industry-specific concerns
- Financial verification priorities
- Risk mitigation strategies
Negotiation Strategy
Investment Considerations help with:
- Fair valuation ranges
- Key negotiation points
- Deal structure options
- Risk-adjusted pricing
Combining Analysis with Financial Metrics
Holistic Deal Evaluation
- AI Insights + Financial Ratios = Complete picture
- Qualitative analysis validates quantitative metrics
- Industry context explains unusual numbers
- Strategic assessment guides investment decisions
Red Flag Integration
When AI identifies concerns, cross-reference with:
- Financial trend analysis
- Industry benchmarking
- Market condition assessment
- Your investment criteria
Advanced Analysis Techniques
Comparative Analysis
Use AI insights to compare similar deals:
- Business model variations
- Risk profile differences
- Growth potential assessment
- Strategic value comparison
Scenario Planning
Combine AI analysis with financial modeling:
- Best case growth scenarios
- Risk mitigation strategies
- Exit planning considerations
- ROI sensitivity analysis
Sharing and Documentation
Deal Presentation
Use AI analysis for:
- Investment committee presentations
- Partner discussions
- Lender documentation
- Professional advisor briefings
Record Keeping
Save analysis snapshots for:
- Decision documentation
- Learning from outcomes
- Pattern recognition
- Process improvement
Pro Tips for Maximum Value
Read Critically - AI provides insights, but you make decisions Verify Independently - Always confirm AI observations with research Update Regularly - Fresh analysis as deals evolve Cross-Reference - Combine AI insights with your industry knowledge Document Decisions - Track which insights influenced your choices
Want to see how all these pieces work together? Check out "Master Your Deal Pipeline with Kanban View"