Fig 0.2
Reject sooner
Most listings should not survive the first pass. The system should make that decision faster and calmer.
The buyer workflow system for serious SMB deals.
Screen brokered opportunities against your buy box, move qualified deals into pipeline, and keep every note, document, and question attached to the same decision record.
North Shore Plumbing
Buyer desk
Service business aligned with target geography, size, and owner profile. Worth moving into active pipeline after CIM request and seller call.
Why it moved forward
Price and SDE inside target range
Preferred local-service model
Current view
Move into active pipeline after CIM request and seller call.
Open risk: margin dip in Q3 needs explanation before deeper diligence.
Built for focus
A calmer way to run buy-side deal flow.Purpose-built for brokered SMB opportunities from first pass to diligence.
1.0 Screen
Screen listings the way you actually buy.
Put brokered opportunities through the same first-pass filter every time: fit score, initial note, and a clear keep or pass decision while the context is still fresh.
Broker inbox
First passNorth Shore Plumbing
Inside target range and geography
92 fit
Mesa HVAC Services
Good margins, customer concentration to verify
84 fit
Watchlist
2Mesa HVAC Services
Active
2North Shore Plumbing
Diligence
2First Mile Pest Control
2.0 Qualify
Move the right deals into active pipeline.
Once a deal earns more time, the fit logic, risk notes, and next actions should already be in the record. No fresh spreadsheet. No blank restart.
3.0 Diligence
Run diligence without losing the thread.
Documents, questions, notes, and decision calls stay attached to the deal, so go or no-go becomes a cleaner judgment instead of an information hunt.
Decision log
Questions
Clarify Q3 margin dip before QoE kickoff.
Documents
CIM, trailing twelve, and seller call notes linked to the deal.
Decision note
Still in. Strong local share, but staffing needs validation.
Activity
Seller call captured and linked to the deal.
QoE request drafted with open margin questions.
Advisor comments stored without breaking the buyer record.
Outcome
The final call is easier because the reasoning stayed structured all the way through.
Available now
Build your buyer system before the next good deal gets buried.
Start screening brokered deals, qualify the keepers, and carry one clean record through diligence.