Solutions
QoE appendices grounded in reproducible cash JSON
Cash endpoints for diligence teams attaching structured cash evidence to QoE workstreams without rebuilding internal models.
Quality-of-earnings work moves fast; cash appendices often lag. API outputs give diligence teams standardized artifacts they can drop into data rooms while still relying on your own adjustments for GAAP questions.
Data room hygiene
Version JSON outputs with deal code and date. Redact sensitive counterparties per counsel before sharing externally. Never imply API output replaces your own QoE adjustments.
Align envelope windows to the diligence period in the engagement letter so buyers cannot accuse you of cherry-picking favorable months.
Bridging EBITDA to cash
Use health and runway narratives as a first-pass bridge narrative, then layer working capital normalization your accountants sign off on. Keep both layers documented for IC memos.
Sell-side vs buy-side
Sell-side teams can run envelopes earlier to find surprises; buy-side teams should rerun on their own keys where policy allows so both sides trust the pipeline, not a forwarded PDF.
Post-close integration
Archive diligence-era envelopes separately from go-forward monitoring so integration teams do not mix baselines when synergies are modeled.