Walkthrough

Commercial Due Diligence

Here's the whole engagement, in one place. The old way means a dozen tools and a fortnight of stitching. Here's how it runs in Aleora.

The job

A buy-side commercial due diligence. You have weeks, a data room, a management team to interview, and an investment committee that will pull on every thread.

How it works in Aleora

Connect your sources; Aleora reads, structures, and tests them into one model. The deck and the Excel come out of it, and never drift from it.

Connect & ingest

  • ConnectorsData rooms, drives, CRM, market-data feeds
  • Data ingestionSpreadsheets, filings, financials
  • Document analysisTranscripts, reports, PDFs, read and structured

The Aleora model

Everything converges into one typed, traceable model. Every figure keeps its source.

Ingest · Structure · Test · Surface · Present

What comes out

  • A deckIn your firm's format
  • An Excel modelEvery figure traceable to source
  • ScenariosRe-run in seconds
  • A decision you can defendThe judgement stays yours

The engagement, section by section

  1. 01

    Market overview & demand drivers

    IngestSurface

    Ingest the analyst reports, expert-call transcripts, and sector data. Surface the demand drivers and structure the narrative. You get a sourced market overview, every claim traceable to where it came from.

    What Aleora does

    Reads your reports and call transcripts into a sourced market overview, every claim links back to where it came from.

  2. 02

    Market sizing

    IngestStructureTest

    Structure a granular, bottom-up market model, typed, dimensionally sound. Ingest the data points from your expert-call transcripts directly into it: Aleora reads the interviews and pulls the figures your model needs. Test the market's evolution under different competitor and end-user behaviours, upside, base, downside. The sizing section, built structurally, defensible line by line.

    What Aleora does

    Builds a typed, bottom-up sizing model, pulls the figures out of your transcripts into it, and re-runs it under each demand case.

  3. 03

    Market dynamics & competitive landscape

    IngestStructureSurface

    Ingest management calls, expert calls, and company materials. Structure them into a competitive landscape, share, positioning, moats. Surface the dynamics that matter to the thesis.

    What Aleora does

    Turns management calls, expert interviews, and company materials into a structured competitive landscape.

  4. 04

    Regulatory assessment

    IngestStructureSurface

    Ingest the regulatory documents. Surface and structure the relevant constraints into a regulatory section, the reading done, the implications drawn.

    What Aleora does

    Reads the regulatory documents and drafts the constraints section, the implications drawn.

  5. 05

    Business plan assessment

    StructureTest

    Structure the target's own business plan as a model, grounded in all the data points gathered. Test it against the market scenarios you've already built, is the plan realistic under base and downside? Define your own upside / base / downside cases. This is the heart of the diligence: not "what does management claim," but "what holds up."

    What Aleora does

    Models management's plan and stress-tests it against the market scenarios you've already built.

  6. 06

    Synthesis & decision

    Present

    Present it all into one committee-ready deck, in your firm's format. Run the merger, product, or pricing scenarios that follow. The decision it serves: is this worth doing, at the price on the table?

    What Aleora does

    Generates the committee deck from the model, in your firm's format, and re-runs the deal scenarios on demand.

One flow, from data room to investment committee. Every number traces back. Every scenario re-runs in seconds. The judgement, whether to do the deal, stays yours.

See the full commercial DD workflow, talk to us