Executa — Deal Intelligence Platform

Overview

Pipeline

Activity log

Reports

Pipeline value

€47M

↑ +€12M this month

Fees YTD

€380K

↑ 63% of target

Active mandates

↑ 2 new this week

AI outputs today

€1.84 total cost

Active mandates View all →

Counterparty	Type	Stage	Value	Prob.
Project Solar	M&A	Execution	€45M	80%	3 outputs
Agro Levante SL	Debt	Closing	€5M	90%	8 outputs
Iberia Renewables	M&A	Due Diligence	€12M	72%	5 outputs
TechVenture Group	M&A	NDA	€18M	40%	1 output

Platform capabilities

📊

Model Builder

LBO, DCF, debt capacity from uploaded financials

Open →

📁

Data Room AI

Full DD analysis with red flags by category

Open →

📝

Doc Generator

IM, IC memo, process letter, comps analysis

Open →

⚡

Blueprints

Multi-step AI workflows — full deal package in one run

Open →

💬

Deal Intelligence

Ask any question about a deal and its documents

Open →

🔍

Global Search

Search across all deals, documents and outputs

Open →

AI agents Open chat →

Analysis

Models · IMs

Active

Legal

NDAs · Docs

Active

DD Agent

Data rooms

Active

Biz Dev

Leads · CRM

Active

Recent generations €1.84 today

LBO modelProject Solar€0.1412m

DD reportAgro Levante€0.621h

IM draftIberia Renewables€0.093h

IC memoTechVenture€0.075h

Comps analysisIberia Renewables€0.086h

Process letterProject Solar€0.068h

Activity View full log →

Analysis agent built LBO model — Project Solar12m

DD agent flagged 3 red flags — Agro Levante1h

Doc generator produced IC memo draft — TechVenture5h

Blueprint ran Full Deal Package — Iberia Renewables6h

Full activity log

Today

Analysis agent built LBO model v3 — Project Solar · IRR 22.4%, MOIC 2.7×12m

Process letter sent to 6 shortlisted buyers — Project Solar1h

DD report generated — 2 critical, 7 high flags — Project Solar3h

Management meeting notes uploaded — Iberia Renewables4h

IC memo drafted — PROCEED TO EXCLUSIVITY recommendation — TechVenture5h

Blueprint ran Full Deal Package — 3 outputs generated — Iberia Renewables6h

Yesterday

Comps analysis generated — 8 comparables, 4 precedent transactions — Iberia Renewables1d

NDA signed and uploaded — Customer Contracts Bundle — Project Solar1d

Deal created via Deal Intelligence Agent — Pharma Holdings BCN1d

IM first draft generated — 24 sections, 8,400 words — Agro Levante SL1d

3 days ago

Data room opened — 24 documents uploaded — Project Solar3d

Mandate signed — full sell-side M&A engagement — Project Solar · Fee: €450K3d

This week

AI generations14

Documents created6

Deals updated4

AI cost€1.84

By deal

Project Solar7 events

Iberia Renewables4 events

TechVenture Group2 events

Agro Levante SL2 events

Quick actions

AI usage — last 30 days €14.22 total

Output type	Count	Avg cost	Total
DD Report (full)	4	€1.84	€7.36
LBO Model	6	€0.14	€0.84
Information Memorandum	3	€0.09	€0.27
IC Memo	5	€0.07	€0.35
Comps / other docs	18	€0.06	€1.08
Presentations	7	€0.62	€4.32
Total	43	—	€14.22

Outputs by deal

Deal	Models	Docs	DD	Pres.	Fee est.
Project Solar	2	4	1	1	€450K
Iberia Renewables	1	3	0	2	€320K
TechVenture Group	1	1	0	0	€220K
Agro Levante SL	0	2	1	0	€95K
Pharma Holdings BCN	0	0	0	0	€80K

Fee tracker — YTD

€380K

of €600K target (63%)

Retainers received€120K

Success fees (signed)€260K

Pipeline (estimated)€820K

All generated outputs Open generator →

📊LBO Model v3 — Project Solar€0.14

📋DD Report — Project Solar€1.84

📝IM Draft — Iberia Renewables€0.09

📊IC Memo — TechVenture Group€0.07

📈Comps Analysis — Iberia Renewables€0.08

📤Process Letter — Project Solar€0.06

🖥Pitch Deck — Project Solar€0.62

DD reports Open Data Room →

Project Solar PROCEED WITH CONDITIONS

24 docs · 2 critical · 7 high · 91% coverage

Agro Levante SL PROCEED

18 docs · 0 critical · 3 high · 87% coverage

3 deals awaiting DD report

Deal Intelligence Agent

I will ask you a series of questions to build a complete deal brief. Everything I capture feeds directly into the model builder, doc generator, blueprints and deal pipeline automatically.

Opening

Problem & context

Financials

Documents

Constraints

Brief review

Describe the deal or mandate in your own words — no structure needed

Live deal brief 0% complete

Step 1 — Model template source How should Executa structure the output model?

📤

Upload my template

Train Executa on your existing Excel model. The AI learns your sheet structure, naming conventions, formatting style, and output layout — then replicates it exactly with the new deal's numbers.

No template uploaded yet

⚡

Build with Executa

Executa designs the model architecture based on the model type and your selected outputs. Suggestions are drawn from top-tier M&A and PE practice standards — Goldman, KKR, Blackstone-grade model structure.

Recommended for new users

Step 2 — Model type & output configuration What the model must contain and produce

📊

LBO

Leveraged Buyout

📈

DCF

Discounted Cash Flow

🏦

Debt

Capacity & Structure

🔀

M&A

Accretion / Dilution

⚙

Restr.

Restructuring

🏗

RE / Infra

Asset / Project

Model outputs

Executa recommends what a top-tier model for this type must include. Toggle any output on or off.

Step 3 — Financial data & deal parameters Upload source financials and set key assumptions

📁

Upload financial statements

Management accounts, P&L, balance sheet, cash flow — any format

.xlsx.pdf .docx.csv .pptx+ more

Deal name

Entry multiple

Holding period

Exit multiple assumption

LTM Revenue (€M)

LTM EBITDA (€M)

Context, normalisations & deal-specific assumptions

Run multiple scenarios

Base Upside Downside Mgmt case

Model will include all selected outputs · Verification runs automatically after generation

€0.14 · 2.3s ✓ 38/38 checks passed Project Solar — LBO

Cover

P&L

Balance Sheet

Cash Flow

Debt Schedule

Returns

Trading Comps

Sensitivity

PROJECT SOLAR — LBO MODEL
Leveraged Buyout Analysis · Wainwright Advisory · April 2026 · STRICTLY CONFIDENTIAL

KEY ASSUMPTIONS		TRANSACTION STRUCTURE		KEY OUTPUTS
Entry multiple	9.5×	EV at entry	€43.7M	IRR	22.4%
Exit multiple	9.0×	Senior debt (TL)	€22.0M	MOIC	2.7×
Hold period	5 yrs	RCF (undrawn)	€5.0M	Equity invested	€19.2M
LTM Revenue	€18.4M	Total leverage	4.8× EBITDA	Equity at exit	€52.1M
LTM EBITDA	€4.6M	Interest rate	E+3.25%	Entry EV/EBITDA	9.5×
Revenue CAGR	6.6%	Equity (% of EV)	43.9%	Exit EV/EBITDA	9.0×

NORMALISATION ADJUSTMENTS
Owner salary add-back	€0.30M	One-off legal costs	€0.12M	Normalised EBITDA	€5.02M

B4 | Click any blue cell to edit · Blue = inputs · Black = formulas · Bold = key outputs

Model Agent

Ask anything · Edit via chat · Scenarios on demand

Model built ✓ — 22.4% IRR, 2.7× MOIC on a 9.5× entry with 5-year hold.

All 38 verification checks passed. Blue cells are editable directly in the grid — or tell me what to change here.

Try: "What if entry was 8.5×?" or "Stress test: EBITDA 15% below base"

What if entry was 8.5×?

EBITDA −15% stress test

Show covenant headroom

Recent models View all →

Template library Manage →

Avg time saved per model

2.4 days

vs building manually

Parsed source files

📊Management Accounts FY24.xlsxParsed

📑Board Pack Q3 2024.pptxParsed

✉CFO Email Thread.emlProcessing

Step 1 — Upload data room All file types accepted · Documents are parsed and indexed automatically

📁

Drop entire data room here — or click to browse

PDF, Excel, Word, PowerPoint, ZIP archives, email threads — everything accepted

Step 2 — Select workstreams

Choose which DD workstreams to run

Step 3 — Deal context

Deal / company name

Deal type

Sector

Approx. deal size

Key areas of focus / known concerns (optional)

Select workstreams and upload documents to generate

Document index

No documents uploaded yet

Previous reports

Project Solar — Full DD

6 workstreams · 2 critical · 5 high · 1hr ago

Agro Levante — Financial DD

Financial only · 1 critical · 3 days ago

✦ Doc AI

Select a deal to load context

Configure document

Document type

Comprehensive document for distribution to potential buyers or investors.

Deal

Key messages

All recommended sections selected Edit sections →

Using Executa built-in structure Upload template →

Source documents

+ Add documents

AI generates a full draft using the selected sections and any uploaded template.

📝

No document generated yet

Select type, deal, and sections — then click Generate.

✓ Section-by-section control over AI output

✓ Custom sections with build instructions

✓ Template training replicates your exact house style

✦ Doc AI

Chat

Context

Changes

Document context

Loading…

⌘↵ send · changes previewed before applying

Step 1 — Deck type Choose what kind of presentation you need

Step 2 — Deal context

Deal

Number of slides

Key messages & context

Design style

All slides selected Configure slides →

AI generates all slide content — title, body, charts, speaker notes

Recent decks View all →

No decks yet. Generate your first presentation above.

Templates Manage →

Upload your master PowerPoint to train Executa on your house style.

✦ Deck AI

Generate a deck to start

0 slides +

+ Add slide

Speaker notes

Properties

Click an element to edit its properties

✦ Deck AI

Chat

Context

Changes

Current context

Loading…

⌘↵ send · citations verified against uploaded documents

Data Editor

Blueprints

Multi-step AI workflows — one click runs the full sequence and delivers all outputs.

Run against:

⚡

Full deal package

LBO model + Information Memorandum + DD checklist + IC memo — everything needed to take a deal to market

LBO model→ IM draft→ DD report→ IC memo

⏱ ~45s · 4 outputs 💰 ~€2.20 est.

📋

IC-ready pack

LBO returns + IC memo + valuation summary — ready to present to an investment committee

LBO returns→ IC memo→ Valuation summary

⏱ ~25s · 3 outputs 💰 ~€0.35 est.

📤

Process launch pack

Teaser + NDA + process letter — everything needed to launch a structured sale process

Teaser→ NDA→ Process letter

⏱ ~20s · 3 outputs 💰 ~€0.22 est.

🔍

Buy-side screening pack

Comps analysis + pitch book + target assessment — full buy-side work product

Comps analysis→ Pitch book→ Target assessment

⏱ ~30s · 3 outputs 💰 ~€0.85 est.

🖥

Presentation pack

Management presentation + board presentation + pitch deck — all three visual decks in one run

Mgmt presentation→ Board presentation→ Pitch book

⏱ ~35s · 3 outputs 💰 ~€1.80 est.

Blueprint status

Select a deal and click Run on any blueprint.

Generated outputs

Run history

Full deal package Iberia Renewables · 6h ago	€0.85
IC-ready pack TechVenture · 1d ago	€0.22
Process launch pack Project Solar · 3d ago	€0.15

Loading…

· Manage stages

Deal name	Type	Stage	Value	Prob.	AI outputs	Contact	Last activity

Project Solar — LBO Model

Output · Model Builder · 12 min ago · €0.14

Agro Levante — DD Report

Output · Data Room AI · 1hr ago

Critical: customer concentration at 71%, undisclosed pension liability €2.1M…

Management Accounts FY24.xlsx

Document · Project Solar · Parsed

LTM Revenue €18.4M, EBITDA €4.6M (25% margin), headcount 62 FTE…

Iberia Renewables — IM Draft

Output · Doc Generator · 3hrs ago

Leading Iberian renewable platform, 280MW, 12yr contracted revenues…

Legal DD Bundle.pdf

Document · Project Solar · Parsed · 24 pages

Employment tribunal €1.2M, IP assignment outstanding, change of control clause…

Firm identity

Firm name

Tagline (optional)

Website

Confidentiality footer

Logo

🖼

Click to upload logo — PNG, SVG or JPG

Recommended: transparent PNG, min 300px wide

For Word documents, the logo is embedded at 80px height in the header. For PowerPoint, it appears on the cover slide and master template.

Document settings

Default author

Page numbering

Date format

Output format

Changes apply to all future document generations

Live preview — IM cover page

This preview renders in the browser. The actual generated Word file uses the same colours, fonts and structure but as native Word styles — fully editable by the client.

General

Team members

Usage

Firm

Firm name

Firm website

Registered address

Default deal currency

Default deal geography

Notifications

DD report complete

Email when a due diligence report finishes

Blueprint complete

Email when a multi-step blueprint finishes

Weekly usage digest

Summary of generations and allowance used

Deal stage changes

Notify when a deal you own moves stage

P&L (€M)	LTM	Y1	Y2	Y3	Y4	Y5	CAGR
REVENUE
Product revenue	15.8	16.9	18.1	19.3	20.7	22.1	6.9%
Service revenue	2.6	2.5	2.6	2.8	2.9	3.2	5.0%
Total revenue	18.4	19.4	20.7	22.1	23.6	25.3	6.6%
COST OF SALES
Cost of goods sold	(9.7)	(10.2)	(10.8)	(11.5)	(12.2)	(13.0)
Gross profit	8.7	9.2	9.9	10.6	11.4	12.3	7.2%
Gross margin %	47.3%	47.4%	47.8%	48.0%	48.3%	48.6%
OPERATING COSTS
Personnel costs	(2.8)	(2.9)	(3.1)	(3.2)	(3.4)	(3.6)
Other overheads	(1.3)	(1.4)	(1.5)	(1.7)	(1.8)	(2.0)
EBITDA	4.6	4.9	5.3	5.7	6.2	6.7	7.8%
EBITDA margin %	25.0%	25.2%	25.7%	26.0%	26.4%	26.8%
D&A	(0.6)	(0.7)	(0.7)	(0.8)	(0.8)	(0.9)
EBIT	4.0	4.2	4.6	4.9	5.4	5.8
Interest charge		(1.4)	(1.3)	(1.1)	(0.9)	(0.7)
Tax (25%)		(0.7)	(0.8)	(0.9)	(1.1)	(1.3)
Net income	—	2.1	2.5	2.9	3.4	3.8

RETURNS ANALYSIS
EQUITY BRIDGE
Equity invested at entry	(19.2)
EV at exit (9.0× Y5 EBITDA)	60.3
Less: net debt at exit	(9.4)
Transaction fees at exit	(1.1)
Equity at exit	49.8

KEY RETURNS METRICS
Gross IRR	22.4%	Net IRR (after 2/20)	17.8%
Gross MOIC	2.7×	Net MOIC	2.2×
DPI	2.7×	Hold period	5.0 years

IRR SENSITIVITY — ENTRY × EXIT MULTIPLE
Entry \ Exit →	8.0×	9.0×	10.0×
8.5× entry	19.1%	22.4%	25.3%
9.5× entry	16.2%	19.1%	21.8%
10.5× entry	13.7%	16.3%	18.7%

Company	Country	EV (€M)	EV/EBITDA LTM	EV/EBITDA NTM	EV/Rev LTM	EBITDA Mgn	Rev Growth
TRADING COMPARABLES — INDUSTRIAL MANUFACTURING (SOLAR COMPONENTS)
Array Technologies	US	1,840	11.2×	9.8×	1.4×	21.4%	18.2%
Nextracker	US	4,620	14.1×	12.3×	1.8×	19.8%	22.4%
Arctech Solar	CN/EU	890	9.4×	8.1×	1.1×	18.6%	14.8%
PV Hardware (Spain)	ES	320	8.8×	7.9×	0.9×	16.2%	11.4%
Soltec (Spain)	ES	280	8.2×	7.4×	0.8×	15.8%	9.6%
Mean		1,590	10.3×	9.1×	1.2×	18.4%	15.3%
Median		890	9.4×	8.1×	1.1×	18.6%	14.8%
PROJECT SOLAR (implied)	ES	44	9.5× ← ENTRY	9.0× ← EXIT	2.4×	25.0%	18.0%
Entry at 9.5× is in line with Iberian peers but at a premium to median on a global basis. Premium justified by above-median margins (25% vs 18.4%) and stronger growth. Exit at 9.0× is conservative vs current trading — appropriate given 5yr hold uncertainty.