Why acquirers use it

The package lenders and investors expect should not depend on one person’s spreadsheet. Acquiror AI, built by Umplify, makes every number traceable to its source, every override logged with a reason, and every decision recorded.

Who it is for

  • Independent sponsors and repeat SMB acquirers
  • Search funds and self-funded searchers
  • Private equity firms and family offices
  • Corporate development teams
  • M&A advisors and brokers
  • Canadian acquirers who want their deal data stored in Canada

How a deal flows

Acquiror AI deal flow from upload to investment memo

  1. Upload. Drop in the CIM and financial statements. Vera, the built-in AI analyst, detects document types and extracts the financials, with a confidence score on every figure.
  2. Normalize earnings. Build the QoE, review add-backs, and lock EBITDA.
  3. Value it three ways. Market comparables, DCF, and adjusted net assets, then weight, run scenarios, and override with logged reasons.
  4. Underwrite the debt. Model multiple instruments, run DSCR stress tests, check debt capacity, and produce a credit memo.
  5. Test durability. Customer concentration, retention, backlog, and working capital.
  6. Generate the memo. Up to 13 sections drafted from approved figures, with an evidence appendix and branded PDF export.

What is in the workspace

Sixteen modules share one deal record, so nothing gets re-keyed between tools:

  • Deal work: pipeline, documents, tasks, contacts, and analytics
  • Financials: Quality of Earnings, income statement, balance sheet, and working capital
  • Analysis: revenue durability, valuation across 62 industry segments with seeded benchmarks, and financing
  • Decisions: a decision log (Go, No-Go, Conditional, Parked) exportable to PDF, Excel, or JSON, plus the investment memo
  • AI: insights and Q&A over the data room, with numbered citations back to the source

Vera, an AI analyst that cites its sources

Vera reads the data room, extracts figures, answers questions, and drafts the memo. Every answer carries numbered citations, every extracted figure shows its confidence, and when Vera cannot support an answer from the evidence, it says so rather than guessing.

  • Platform AI is included, or bring your own OpenAI or Anthropic key, stored in a key vault
  • Customer data is not used to train models
  • An MCP server lets your own AI tools work with your deals

Security and data residency

  • Deals, financials, documents, search indexes, and secrets are stored at rest in Canada
  • Every organization is its own tenant, and every data access path is scoped to it
  • Sign-in runs on Microsoft Entra External ID; Acquiror AI never stores a password
  • Data is encrypted in transit with TLS and at rest

Some processing, including platform AI inference, runs in the United States. The Acquiror AI security page lists exactly what runs where and what the product does and does not have today.

Pricing and availability

Plans cover solo acquirers through firms and enterprise teams, with monthly or annual billing and a 14-day trial planned for every plan. A full year on any plan is priced below a single mid-range QoE engagement. Sign-up is currently through the waitlist. See current pricing on acquiror.ai.

Built with the same engineering we bring to client work

Acquiror AI is designed and run by Umplify. The patterns behind it are the ones we deliver for clients: agentic workflows with human approval at the points that matter, private knowledge and secure execution with source-cited answers, enterprise AI integration through MCP, and AI governance and productionization that makes every output reviewable.

If you want a production AI product of your own built to that standard, that is the conversation to have with us.

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