AddBack

Case Studies

See how leading firms use AddBack to gain an edge in competitive deal environments.

Reduced screening time by 85%

Mid-market PE firm screens 40+ targets/year

A $2B AUM firm deployed AddBack to process CIMs and preliminary data rooms. By identifying unsupportable add-backs early, they avoided $400k in broken deal fees over 12 months.

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Loan approval accelerated by 2 weeks

Regional lender cuts diligence time by 80%

A middle-market credit fund used AddBack to translate raw borrower ledgers into standardized covenant tests, catching a working capital degradation that the sponsor had obscured.

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100% win rate in competitive pitches

Advisory firm wins mandate with 48-hour turnaround

A boutique investment bank used AddBack to generate a sell-side Pre-QoE report overnight, proving to the founder they understood the business intimately.

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