Documents

Solstice — platform deck

Buyer-specific deck · The company CFO · v1 · Sep 9, 2026 · 2,200 KB

Lakeshore — buyer-specific deck

Buyer-specific deck · The company Founder · v1 · Sep 7, 2026 · 3,900 KB

Arcadia — buyer-specific deck

Buyer-specific deck · The company Founder · v1 · Jul 7, 2026 · 5,100 KB

Synergy case built on their FY27 consumer-sourcing target and the Northgate pairing.

Blind teaser

Teaser · M&A Advisor · v2 · Apr 13, 2026 · 398 KB

Two-page anonymised summary used in Wave 1 and Wave 2.

Confidential information memorandum

CIM · M&A Advisor · v3 · Jul 8, 2026 · 7,040 KB

Full CIM. v3 adds the enterprise case studies and the cohort analysis.

Executive summary

Executive summary · M&A Advisor · v1 · May 28, 2026 · 1,180 KB

Management presentation

Management presentation · The company CEO · v1 · Jul 9, 2026 · 14,200 KB

Vantage — buyer-specific deck

Buyer-specific deck · The company Founder · v1 · Jul 12, 2026 · 4,800 KB

The supply side of the AI roadmap; January conference framing.

Acquisition-cost model (Brightpath)

Data analysis · The company CFO · v1 · Sep 8, 2026 · 640 KB

Channel-conflict analysis (Meridian)

Data analysis · The company Founder · v1 · Sep 9, 2026 · 520 KB

Enterprise case studies — Cardinal and two others

Case studies · The company Founder · v1 · Sep 4, 2026 · 2,400 KB

Product roadmap

Product presentation · The company CEO · v1 · Sep 5, 2026 · 900 KB

Reference list

Case studies · The company Founder · v1 · Sep 6, 2026 · 90 KB

Adoption reporting

Data analysis · The company CEO · v1 · Sep 2, 2026 · 640 KB

AI dependency inventory

Technical architecture · The company CEO · v1 · Jun 22, 2026 · 240 KB

AR aging

Financial package · The company CFO · v1 · Sep 2, 2026 · 88 KB

Architecture overview

Technical architecture · The company CEO · v1 · Jun 27, 2026 · 3,400 KB

ARR reconciliation

Financial package · The company CFO · v1 · Jul 4, 2026 · 410 KB

Cohort analysis

Data analysis · The company CFO · v2 · Sep 8, 2026 · 820 KB

Competitive positioning analysis

Competitive analysis · The company CEO · v1 · Jun 4, 2026 · 1,900 KB

Customer concentration analysis

Data analysis · The company CFO · v1 · Jun 17, 2026 · 260 KB

Financial package

Financial package · The company CFO · v1 · Jul 6, 2026 · 1,860 KB

24 months of statements, ARR reconciliation, KPI definitions.

Infrastructure inventory

Technical architecture · Internal Team · v1 · May 23, 2026 · 150 KB

Market analysis — private-party sourcing

Market analysis · M&A Advisor · v1 · Apr 23, 2026 · 3,100 KB

Monthly close procedure

Financial package · The company CFO · v1 · Mar 14, 2026 · 300 KB

Monthly financial statements (24 months)

Financial package · The company CFO · v2 · Sep 2, 2026 · 2,350 KB

Product overview

Product presentation · The company CEO · v1 · May 13, 2026 · 8,300 KB

Retention reporting

Data analysis · The company CFO · v1 · Aug 13, 2026 · 520 KB

Third-party dependency list

Technical architecture · Internal Team · v1 · May 23, 2026 · 200 KB

Partnership agreements

Contracts · Legal Counsel · v1 · Sep 3, 2026 · 1,200 KB

Process documentation

HR · Internal Team · v1 · Sep 1, 2026 · 1,400 KB

Assessment report (penetration test, Q2)

Security · Internal Team · v1 · Jul 12, 2026 · 1,600 KB

Board consents

Board · Legal Counsel · v1 · Feb 22, 2026 · 900 KB

Board deck history

Board · The company CEO · v1 · Feb 22, 2026 · 22,000 KB

Board minutes (5 years)

Board · Legal Counsel · v1 · Feb 22, 2026 · 4,100 KB

Bylaws

Legal · Legal Counsel · v1 · Jan 3, 2026 · 380 KB

Capitalisation table (fully diluted)

Legal · Legal Counsel · v1 · Aug 26, 2026 · 96 KB

Certificate of incorporation

Legal · Legal Counsel · v1 · Jan 3, 2026 · 210 KB

Compensation summary

HR · The company CFO · v1 · Aug 11, 2026 · 50 KB

Customer contract inventory

Contracts · Legal Counsel · v2 · Aug 29, 2026 · 330 KB

Cyber insurance certificate

Security · The company CFO · v1 · Jun 2, 2026 · 90 KB

Data retention policy

Legal · Legal Counsel · v1 · Jun 7, 2026 · 140 KB

Data rights opinion (outside counsel)

IP · Legal Counsel · v1 · Aug 1, 2026 · 480 KB

Employee IP assignments

IP · Legal Counsel · v1 · Apr 23, 2026 · 2,100 KB

Employee roster

HR · The company CFO · v1 · Sep 2, 2026 · 60 KB

Employment agreements

HR · Legal Counsel · v1 · May 3, 2026 · 3,800 KB

Federal tax returns (3 years)

Tax · The company CFO · v1 · Apr 3, 2026 · 2,900 KB

Insurance schedule

Legal · The company CFO · v1 · Jun 2, 2026 · 110 KB

Lease agreements

Contracts · The company CFO · v1 · Apr 13, 2026 · 700 KB

Litigation register

Legal · Legal Counsel · v1 · Apr 13, 2026 · 120 KB

Material agreements list

Contracts · Legal Counsel · v1 · May 13, 2026 · 140 KB

Org chart

HR · The company CEO · v1 · Aug 11, 2026 · 310 KB

Policy certificates

Legal · The company CFO · v1 · Jun 2, 2026 · 640 KB

Pricing schedule

Contracts · The company CEO · v1 · May 3, 2026 · 180 KB

Privacy policy and assessment

Legal · Legal Counsel · v1 · Jun 7, 2026 · 520 KB

Regulatory correspondence

Legal · Legal Counsel · v1 · Apr 13, 2026 · 260 KB

Remediation log

Security · Internal Team · v1 · Sep 2, 2026 · 70 KB

Security policies

Security · Internal Team · v1 · Jun 12, 2026 · 1,100 KB

Shareholder agreements

Legal · Legal Counsel · v1 · Jan 13, 2026 · 1,500 KB

Standard customer agreement

Contracts · Legal Counsel · v1 · May 3, 2026 · 420 KB

State tax filings

Tax · The company CFO · v1 · Apr 3, 2026 · 1,800 KB

Support and SLA overview

Contracts · Internal Team · v1 · May 13, 2026 · 220 KB

Trademark register

IP · Legal Counsel · v1 · Apr 23, 2026 · 130 KB

Vendor agreements

Contracts · Legal Counsel · v1 · Apr 13, 2026 · 2,600 KB

Vendor list

Contracts · The company CFO · v1 · May 13, 2026 · 80 KB