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Analyzing a Deal with DealScreen

How to use DealScreen to analyze a deal and export the model

Written by Jenny

DealScreen is Kumo's AI deal-analysis tool. Upload a deal's documents and DealScreen builds a summary, an analysis, a deal scenario, and a full financial model.

How to open DealScreen

DealScreen uses the same login as your Kumo account. You can get there from:

  • The DealScreen item in Kumo's left sidebar

  • A listing page, by clicking Analyze this deal or Already have a CIM? Continue in DealScreen

  • The Deal Pipeline, by clicking Go To DealScreen.ai

Analyze a deal

  1. Click Start Another Deal to begin a new analysis, or Continue Where You Left Off to pick up an existing one.

  2. Upload the deal's CIM, financials, or other supporting documents.

  3. Review the report sections described below.

TIP: Not sure what to expect? Click View Sample Report to see an example first.

What's in the report

  • Deal Summary: an overview with asking price, revenue, staff, and year founded, plus AI acquisition insights and a red flags & risk summary.

  • Deal Analysis:

    • Industry Analysis: market size, CAGR, benchmarks, growth drivers, and risks.

    • Scoring: Fundability Score, DealScore, and BuyerFit Score.

  • Deal Scenario: Deal Overview and Sources & Uses.

  • Financial Analysis: Working Capital, Add-Backs, DSCR Analysis, and Deal Package. This includes five-year projections, P&L, balance sheet, cash flow, debt paydown, and returns analysis.

Export your model

Click Export to Excel to download the financial model.

Manage your DealScreen subscription

Go to DealScreen Settings > Manage Subscription.

NOTE: You can't change your account email from DealScreen Settings. Please contact support for help with that.

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