Pre-LOI Diligence

Screen a CIM before you spend a dollar.

Drop a confidential information memorandum and Verning returns the red flags, the green flags, and the questions to put to the seller — before you sign an LOI or pay for a full Quality of Earnings.

Every figure extracted as printed, every flag cited to its source page, every screen reproducible — same document in, same screen out.

Buy Box

Your acquisition criteria

Target industries

Comma-separated sectors.

Revenue min ($M)

Revenue max ($M)

EBITDA / SDE min ($M)

EBITDA / SDE max ($M)

Max asking price ($M)

Geography

Comma-separated states or regions.

Max customer concentration (%)

Require recurring revenue

Saved on this device · used to flag whether a screened CIM fits.

See why we're cheaper →

What a screen looks like

· 3

Summit Mechanical Group

Commercial HVAC Services · Denver, CO

Top customer is 22% of revenue with contract expiring Q3 2026.

5 red flags4 green flags

Bluepeak Logistics

3PL & Warehousing · Columbus, OH

Largest client is 31% of revenue on 90-day termination.

4 red flags3 green flags

Lakeside Dental Group

Multi-Site Dental Practice · Traverse City, MI

Owner-dentist produces 35% of collections.

4 red flags3 green flags

Sample output · figures illustrative · every flag in the product cites its source page

How it works

· 3

Drop the CIM

Upload the confidential information memorandum the broker sent. No data room access required.

Get the read

Verning surfaces red flags, green flags, and the questions to put to the seller — each tied to a page.

Decide before you spend

Walk away from a dead deal, or move to a full QoE knowing exactly what to verify first.

Bring the next CIM that lands in your inbox.

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