First-pass acquisition screening before deeper diligence begins.

Corebeam pressure-tests proposed acquisition structures before buyers commit QoE, legal, lender, advisor, and partner time.

Send the CIM, financials, model, lender terms, or available assumptions. Corebeam returns an IC-style memo, workbook, screening note, and clear preliminary recommendation in 24 to 48 hours.

Know what the numbers imply before the deal becomes a full process.

Corebeam gives buyers a structured view of returns, debt capacity, downside protection, and red flags from the materials already available. The goal is to help buyers form a sharper first-pass investment view before the deal becomes a full diligence process.

01

Move from rough read to structured view

Early deal materials often raise the right questions but do not organize the answer. Corebeam turns the available information into a clear investment screen.

02

See the structure, not just the business

A strong company can still be a weak transaction if leverage, debt service, valuation, or downside exposure do not hold together.

03

Get a recommendation tied to the numbers

The output connects the verdict to the underlying return profile, DSCR, coverage, MOIC, downside case, and primary risk driver.

Corebeam turns submitted deal materials into a first-pass investment view.

The screen connects the submitted materials, stated assumptions, capital structure, downside cases, and decision logic into one preliminary recommendation.

One framework from input to decision.

Each screen follows the same logic: establish the transaction case, test the proposed structure, identify the breakpoints, and conclude with the recommendation the buyer needs to make.

Input
CIM, financials, model, lender terms, purchase price, assumptionsSubmitted materials frame the starting transaction case.
Why it matters: the analysis stays anchored to the buyer’s materials and stated assumptions.
Analysis
EBITDA, leverage, DSCR, interest coverage, IRR, MOIC, downside casesThe deal is tested as a capital structure, not just as an attractive company.
Why it matters: the screen shows whether the proposed structure can absorb stress before deeper diligence begins.
Breakpoints
Conditions that would change the recommendationCorebeam identifies the one or two changes that could move the outcome.
Why it matters: buyers can see whether the deal can be fixed through valuation, leverage, terms, or assumptions.
Decision
Advance, Review Further, or Do Not AdvanceThe verdict is tied to the primary driver, key metrics, red flags, and next step.
Why it matters: the output gives a clear preliminary path instead of another open-ended model review.
Each screen ends with one of three preliminary outcomes.

The recommendation is tied to the submitted materials, return profile, debt service capacity, downside protection, and red flags.

Possible preliminary outcomesAdvanceReview FurtherDo Not Advance

One screening package, three decision deliverables.

The memo is the main decision document. The workbook supports the analysis, and the screening note provides a shorter summary for circulation.

IC Screening Memo sample preview
01 · MEMO

IC Screening Memo

Investment committee-style memo covering the recommendation, key metrics, downside cases, red flags, What Would Need To Be True, and conclusion.

  • Verdict and primary issue
  • Return, leverage, and DSCR review
  • Stress case and downside protection
  • Next-step recommendation
Analysis Workbook sample preview
02
WORKBOOK

Analysis Workbook

Workbook support for the transaction case, inputs, financial outputs, sensitivity review, sources, and metrics behind the recommendation.

  • Transaction inputs and assumptions
  • Revenue, EBITDA, leverage, and debt terms
  • Return outputs and sensitivity cases
  • Source notes behind the recommendation
Preview workbook
Investment Screening Note sample preview
03
SCREENING NOTE

Investment Screening Note

Short judgment-forward note summarizing the recommendation, primary issue, key findings, required changes, and next step.

  • Short senior-style recommendation
  • Primary issue and key findings
  • Required changes if the deal needs revision
  • Clear next step: advance, review further, or stop
Preview note

Sample previews are illustrative. Website visitors can preview sample pages only; completed client screens include the full memo, workbook, and screening note in the delivery packet.

How it works.

A short workflow: submit the materials, confirm scope, and receive the screen.

01

Submit materials

Send the CIM, teaser, financials, model, lender terms, purchase price, entry multiple, or available assumptions through the intake form.

02

Confirm scope

Corebeam reviews the submission, confirms the engagement, and starts after materials, assumptions, and payment are received.

03

Receive the screen

You receive the IC screening memo, workbook, screening note, and preliminary recommendation, typically within 24 to 48 hours.

$2,500 per screening.

A QoE engagement can cost tens of thousands of dollars. Corebeam is designed to sit before that spend — to help buyers decide whether the structure justifies deeper diligence.

Screening fee
$2,500
Per screening

One submitted opportunity. One preliminary recommendation.

Included in each engagement
  • IC Screening Memo
  • Analysis Workbook
  • Investment Screening Note
  • Preliminary recommendation
  • Downside scenarios
  • DSCR and leverage review
  • Red flag summary
  • Next-step guidance

Scope and timing: Corebeam provides a preliminary financial and structural review based on available materials and stated assumptions, typically within 24 to 48 hours after materials, assumptions, and payment are received. It is not legal, tax, accounting, operational, commercial, lending, valuation, or quality of earnings advice, and it should not be relied on as a substitute for formal diligence or professional advice.

Frequently asked questions.

Common questions about scope, materials, deliverables, timing, and decision format.

No. Corebeam provides a preliminary financial and structural review. It is not a substitute for legal, tax, accounting, operational, commercial, or quality of earnings diligence.
Send what is available: CIM, teaser, financials, model, management deck, lender terms, purchase price, entry multiple, key assumptions, or an existing QoE report if one has already been prepared. More complete materials produce a stronger screen.
Yes, within reason. Missing information will be flagged rather than assumed. Where an input is not available, the output will identify the limitation and the follow-up needed.
You receive an IC Screening Memo, Analysis Workbook, and Investment Screening Note with the first-pass recommendation, downside cases, DSCR/leverage review, red flags, and next-step guidance.
Each screen concludes with one of three preliminary outcomes: Advance, Review Further, or Do Not Advance.
Typical turnaround is 24 to 48 hours after materials, assumptions, and payment are received.
Missing information is flagged rather than filled in. Where assumptions are required, the output identifies what was submitted, what remains unverified, and where the buyer should focus follow-up before relying on the screen for IC use.
Yes. Corebeam can review materials under NDA. Buyers may submit redacted materials first, and confidential materials can be shared after scope and NDA process are confirmed.

Questions before submitting a deal?

Use the form for questions about fit, scope, confidentiality, or multiple deal submissions. For active single-deal reviews, use the intake form above.

*Confidential materials can be shared after scope is confirmed and the NDA process is agreed. Redacted materials are acceptable for the initial discussion.

Message Corebeam

Corebeam provides a preliminary financial and structural review based on available materials and stated assumptions, typically within 24 to 48 hours after materials, assumptions, and payment are received. It is not legal, tax, accounting, operational, commercial, lending, valuation, or quality of earnings advice, and it should not be relied on as a substitute for formal diligence or professional advice.