Twenty carrier formats into one workflow
A brokerage acquirer was re-keying every target's financials by hand: days per deal, across twenty-plus carrier and agency formats. We are making them one structure, extracted automatically.
A serial brokerage acquirer · 100+ deals reviewed a year · 20+ carrier and agency formats
This client asked to remain anonymous.
Days of typing per deal
Every target's numbers arrived in a different shape: agency P&Ls and carrier commission statements in twenty-plus formats, some scanned, some watermarked. An analyst transposed each one into a model by hand. That was days per deal, across more than a hundred deals a year, and there was still no way to compare one target against the rest.
- 20+ carrier and agency formats, each transposed by hand.
- Days to convert one target's financials.
- 100+ deals a year, every one re-keyed from scratch.
- No way to benchmark one deal against the others.
DealSage, on their deal flow
We built extraction for every carrier and agency format, including scans via a vision model, and normalised them all into one structured view of revenue and earnings. A target's financials are ready in minutes, with the key operating metrics surfaced before diligence even starts, and every deal benchmarkable against the rest.
- Every carrier and agency format extracted into one structure.
- Scans handled, not just clean PDFs.
- KPIs surfaced before diligence starts.
- Every deal benchmarkable against the rest.
Three steps, one workflow
The days of typing were never the real cost. The real cost was that analysts spent their hours transcribing instead of thinking, and that a hundred-plus deals a year of hard-won financial data sat in incompatible formats nobody could learn from. Every deal that comes through now makes the benchmark sharper, and the analysis starts the moment the financials arrive.
“What used to be days of an analyst typing is now minutes. They actually analyse the deal now.”
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