Now onboarding first clients

Financial due diligence infrastructure
for the lower middle market

Diledge helps acquirers turn fragmented financial data into structured, reviewable diligence outputs — faster, more consistently, and with less manual work.

Your Files
Diledge
Deal Analysis

Lower-middle-market buyers spend too much time gathering data, rebuilding financials, reconciling files, and reviewing analyses that arrive late in the process. Diledge makes the diligence workflow faster, more structured, and more repeatable.

Foundation

Data Preparation

Clean and structure seller financial data from Excel, QuickBooks, PDF, and other source files.

Rebuild

Financial Reconstruction

Rebuild monthly P&L, balance sheet, trial balance, and supporting schedules.

Analysis

Diligence Analysis

QoE, EBITDA adjustments, NWC, bank reconciliation, and revenue analysis.

Intelligence

Deal Intelligence

Surface anomalies, red flags, and management follow-up questions in a few days.

Delivered in days, at a fixed fee. Structured for lenders, investment committees, and deal teams that need to move fast.

Core

Quality of Earnings

Normalized EBITDA, revenue quality, non-recurring items, and accounting irregularities — with a management team interview to understand what's really driving the numbers.

Output

Lender and IC Ready Deliverable

No 100-page decks. An Excel workbook and summary with QoE findings, key issues, and deal considerations — ready to present to your lender or investment committee.

NWC

Net Working Capital

NWC peg and normalized level. Identifies working capital trends and normalizations that directly impact the purchase price mechanism.

Add-ons
Customers

Client & Revenue Analysis

Concentration risk, revenue stability, hidden dependencies.

Verification

Source-level Testing

Cash to bank statements Revenue to AR Payroll to tax filings Audit workpaper review
Run-rate

Run-rate Considerations

Compensation, technology, and rent normalized under your ownership structure. Synergies and gaps that feed directly into your purchase price.

WM / RIA

WM Add-ons

AUM rollforward, advisor concentration, client retention, and run-rate revenue analysis.

See WM Analysis
LMM Private Equity Evaluating deal flow at speed and needing a fast, reliable first read before committing to full diligence.
Independent sponsors Raising deal-by-deal capital who need a credible QoE report for LPs and lenders — without spending $80k on a $15M deal.
Corporate development teams Handling multiple active processes with lean internal resources and no capacity for six-week diligence timelines.
Wealth management acquirers Evaluating RIA and WM add-on acquisitions where AUM quality, advisor retention, and run-rate revenue are the core diligence questions. See WM Analysis

Data-first

Clean, structured data is the foundation of every engagement. Analysis built on properly reconciled inputs — not assumptions.

AI-augmented

Internally developed workflows accelerate data structuring and analysis — so senior time is spent on findings, not formatting.

Senior-led

Every output reviewed by a senior due diligence professional. Not just automated — accountable.

Fixed-fee

No hourly billing surprises. Fixed-scope engagements sized for lower middle-market deal economics.

Accelerated Timeline

Faster data preparation means faster analysis. Move from LOI to close with more information and more conviction.

Standardized

Consistent analysis across every deal. Designed to build deal memory over time — so each engagement makes the next one sharper.

Designed for confidential financial diligence workflows.

Encrypted File Storage

All client files are encrypted at rest and in transit. No raw financial data is stored beyond the engagement lifecycle.

AWS-Native Infrastructure

Built on AWS with controlled access, structured auditability, and isolated environments per engagement.

No Model Training on Client Data

Client financial data is never used to train or fine-tune any AI model. Your deal information stays yours.

Thomas Schmitt
Founder, Diledge
Former Transaction Advisory Director, PwC
Wharton MBA

Diledge was founded by a former PwC financial due diligence professional with more than a decade of experience advising investors and acquirers on M&A transactions. The platform is designed around real diligence workflows, buyer needs, and transaction timelines.

Discuss Your Deal

Currently onboarding pilot engagements. If you have a deal in diligence or heading toward LOI, reach out.

Or email directly: contact@diledge.ai