NEURALEDGE · 2026

Deal Forge.

The unified M&A intelligence platform. From raw P&L to investor-ready in minutes, not months. Built for the operators who close deals, not just model them.

Presented by
ROCKY HILL
Direct
469-287-5781
Web
www.neaigroup.com
Deal Forge by NeuralEdge
02 / 14
02 · The state of diligence

M&A is still run on spreadsheets passed by email.

Diligence cycles drag on for months. Numbers get re-keyed across five versions of the same workbook. Signals hide in plain sight. And deals quietly leak value while junior analysts pull all-nighters in SharePoint.

70%
of M&A deals fail to deliver expected synergy value
Bain & Company
6 mo+
average time to close a mid-market transaction, end-to-end
PitchBook, 2025
60%
of diligence time is spent normalizing data, not analyzing it
Internal benchmarks
$2.5T
in annual M&A volume still mostly run on Excel and email
Refinitiv, 2025
Deal Forge by NeuralEdge
03 / 14
03 · Why deals leak value

Every week of slow diligence is leverage you hand to the seller.

Speed is not a luxury in M&A. It is a negotiating posture. The faster you can stand up a credible point of view on the target, the more leverage you keep at the LOI table and the less likely you are to be re-traded.

63%
Wasted analyst hours
Junior bankers and PE associates spend the majority of every diligence cycle re-keying P&L data, rebuilding models from scratch, and chasing CSVs across email threads with the seller's CFO.
$1.25M
Per missed deadline
A fully-loaded diligence team running three extra months on a deal burns over a million in fees and opportunity cost. That is before LP capital sits unallocated and before competing bids erode pricing.
1 in 4
Deals re-traded at LOI
Without automated signal detection, customer concentration, manual journal entry anomalies, and quiet margin compression hide in plain sight. Quality of earnings surprises kill deals or chop multiples.
Deal Forge by NeuralEdge
04 / 14
04 · Introducing Deal Forge

One platform for every stage of the deal.

Connect accounting systems. Upload financials. Get normalized P&L, anomaly detection, signals, valuation work, and investor-grade reports automatically. No more spreadsheets passed by email. No more re-keying numbers. Just upload, analyze, and ship.

PILLAR 01

Parse any P&L

Drop financials from QuickBooks, Xero, Sage, or NetSuite. We auto-detect periods, categorize accounts, and normalize to consistent line items in under five minutes.

PILLAR 02

Detect signals automatically

Margin compression, revenue acceleration, customer concentration, working capital deterioration, journal entry anomalies. 15+ signals with evidence and confidence scores.

PILLAR 03

Generate investor reports

Quality of Earnings, Diligence Summary, Investor Brief, Valuation Memo. Export to PDF, share via secure link, or embed live in your data room. One click.

Deal Forge by NeuralEdge
05 / 14
05 · Platform tour

A complete M&A workspace, not a checklist tool.

Eight integrated modules covering financials, analytics, signals, valuation, deal management, and reporting. One source of truth, one URL, one team in sync.

Financials. Normalized P&L, balance sheet, and cash flow with TTM and LTM windows.
Analytics. Cohort, trend, segment, and benchmark analysis with GL drill-through.
Signals. 15+ automated red, yellow, and green flags with evidence and confidence.
Valuation. Comp tables, transaction multiples, DCF scaffolds, exit scenarios.
Timeline. LOI to close milestones, owners, dependencies, slippage alerts.
Checklists. QoE, Legal, Commercial, Tech, HR workflows shared across the team.
Reports. QoE, Investor Brief, Valuation Memo. PDF or secure share link.
Integrations. QBO, Xero, Sage, NetSuite, Plaid, plus direct CSV upload.
Deal Forge by NeuralEdge
06 / 14
06 · Financial intelligence

From messy GL to normalized P&L in under five minutes.

Stop rebuilding the same trial balance restatement on every deal. Deal Forge ingests directly from the target's accounting system, recognizes the chart of accounts, and outputs a clean, comparable P&L the moment your engagement letter is signed.

  • Auto-detected fiscal periods, currencies, and account categorizations
  • TTM, LTM, calendarized, and trailing window views with one toggle
  • Normalization engine surfaces add-backs, one-time items, and owner comp
  • Drill-through from any KPI to the underlying GL entry, every time
NeuralEdge AI Group
TTM through Mar 2026 · QBO sync 2h ago
● LIVE
TTM Revenue
$14.2M
+28.4% YoY
Adj. EBITDA
$3.11M
21.9% margin
Gross margin
42.8%
-180 bps QoQ
Cash runway
14.2 mo
$2.4M cash · $169K burn
Revenue, last 24 months
Deal Forge by NeuralEdge
07 / 14
07 · Signal detection

15+ diligence signals. Detected automatically. Backed by evidence.

Every signal includes the underlying journal entries, the trend window, and a confidence score. Click through to the source data in two clicks. Signals run the moment a new period syncs, so you catch issues before the seller's banker does.

HIGH MEDIUM LOW 15+ TYPES
High
Customer concentration risk
Helix Bio's contribution increased from 12% to 18% of TTM revenue.
Confidence96%
High
Unusual journal entry pattern
12 manual JEs posted on Dec 31, 2025 totaling $284K of revenue.
Confidence91%
High
Gross margin compression
Gross margin compressed from 43.2% to 39.8% across last 4 quarters.
Confidence88%
Med
Days sales outstanding trending up
DSO increased from 47 days (Q3 2025) to 61 days (Q1 2026).
Confidence82%
Med
Capex versus depreciation mismatch
Capex 1.4x depreciation for 6 quarters. Possible deferred maintenance.
Confidence74%
Low
Vendor concentration
Top 3 vendors account for 31% of COGS, within market norm.
Confidence68%
Deal Forge by NeuralEdge
08 / 14
08 · Diligence loop

Five pre-built workflows. Tracked in real time. Shared across your team.

Stop reinventing the diligence checklist on every deal. Deal Forge ships with battle-tested workflow templates for every major workstream, with item-level evidence capture and assignee tracking baked in.

Workstream 01
Quality of Earnings
14 of 18 items78%
Workstream 03
Commercial Diligence
6 of 15 items40%
Workstream 04
Tech & Security
2 of 12 items17%
Item-level evidence capture, linked to source documents
Assignee accountability with Slack and email reminders
Slippage alerts that roll up to deal leadership
Deal Forge by NeuralEdge
09 / 14
09 · Investor-grade reports

Ship investor-ready PDFs in one click.

Every report is fully sourced, page-numbered, and footnoted to the underlying GL. Drop it in the data room, attach it to a credit memo, or share a watermarked link to your IC. Re-run any report after fresh GL syncs.

Quality of Earnings
22-page QoE report with normalized EBITDA, add-back schedule, working capital walk, and revenue cohort analysis.
PDF22 ppAuto-cited
Diligence Summary
Cross-workstream rollup with red, yellow, and green flags by category. Built for IC review, two pages or twenty.
PDF2 to 20 ppIC-ready
Investor Brief
Quarterly investor briefing template with KPIs, narrative, signal summary, and management commentary section.
PDFBrandedEmbeddable
Valuation Memo
Comp tables, transaction multiples, DCF scaffold, and three-scenario exit waterfall with sensitivity tables.
PDFXLSXEditable
LOI Support Pack
Pre-LOI memo with valuation range, key signals, and proposed structure. Designed for fast committee approval.
PDFPre-LOI10 pp
Closing Binder
Auto-assembled binder with diligence outputs, signal log, evidence, and full audit trail for post-close handoff.
PDFZIPAudit-ready
Deal Forge by NeuralEdge
10 / 14
10 · Integrations

Connects to the tools your targets already use.

No more "send me a CSV" loops with the seller's CFO. One read-only OAuth token and Deal Forge starts pulling normalized GL the same hour.

Source systems
QuickBooks Online
OAuth · GL · 2-hr sync
Xero
OAuth · Multi-org
Sage Intacct
API · Dimensions
NetSuite
SuiteTalk · SOAP
Plaid (Banking)
Cash & runway
CSV / XLSX upload
Encrypted at rest
Sync
DEAL FORGE CORE

Normalization & signal engine

Account mapping, period detection, anomaly scoring, evidence capture, and audit trail. SOC 2 Type II in flight.
Output
Outputs
Investor PDFs
QoE, IB, Valuation
Share links
Watermarked, expiring
Data-room push
Datasite, Intralinks
Slack & Teams
Signal alerts
API & webhooks
Bring your own BI
Excel exports
Editable models
Deal Forge by NeuralEdge
11 / 14
11 · Your Deal Forge ROI

See the math on your firm.

Move the sliders to model your team. Deal Forge customers report 60 to 75% reductions in diligence-cycle analyst hours. We model 65% as a conservative midpoint. Every number below recalculates live.

Deals analyzed per year
12
Analyst hours per deal
220
Loaded analyst cost / hour
$175
YOUR ANNUAL RETURN

What Deal Forge gives you back

Analyst hours reclaimed annually
1,716 hrs
Loaded labor cost reclaimed
$300K
Additional deals possible (same team)
7 deals
Faster time-to-LOI
38 days saved
Deal Forge by NeuralEdge
12 / 14
12 · Built for

Built for the operators closing deals, not just modeling them.

SEGMENT 01

Private Equity Funds

Lower-mid to mid-market sponsors running 8 to 30 deals a year. Standardize diligence across the portfolio and across deal teams.
SEGMENT 02

Investment Banks

Sell-side advisors prepping CIM-quality analysis. Stand up a defensible QoE before going to market. Win mandates with speed.
SEGMENT 03

Corporate Development

In-house M&A teams running serial bolt-ons. Centralize pipeline, signals, and synergy modeling across acquisitions.
SEGMENT 04

Search Funds & Sponsors

Independent searchers and self-funded sponsors who need IC-grade analysis without an analyst army behind them.
SEGMENT 05

Family Offices

Direct-deal family offices vetting operating businesses. Defensible signal trails for next-gen and trust governance reviews.
SEGMENT 06

Lenders & Mezz

Credit teams underwriting acquisition financing. Continuous monitoring post-close with auto-flagged covenant signals.
Deal Forge by NeuralEdge
13 / 14
13 · Why Deal Forge

The difference between winning the deal and surviving it.

Deal Forge replaces the spreadsheet-and-SharePoint sprawl that every deal team quietly tolerates. Here is the side-by-side.

Without

Spreadsheets

  • Manual restatement every deal
  • Hope-based signal review
  • Email threads, "final v7"
  • Weeks to first dashboard
With Deal Forge

Unified workspace

  • Auto-sync from QBO, Xero, Sage
  • 15+ algorithms, every sync
  • One-click investor PDF
  • Under 5 minutes to dashboard
Deal Forge by NeuralEdge
14 / 14
14 · Let's talk

Stop scrubbing data.
Start closing deals.

A 30-minute working session is enough to see Deal Forge run on a real target. Bring a P&L. Bring a deal you are working. We will normalize it live and walk you through every signal we surface.

Phone
469-287-5781
Web
www.neaigroup.com
Live demo
mergers.neaigroup.com/demo
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