Summit Air HVAC acquisition
Decide whether to pursue, renegotiate, or pass.
This live demo shows how Dilipilot turns seller files into a source-linked buyer diligence packet for an SBA-style SMB acquisition. The answer here is not "approve." It is: renegotiate structure before spending more diligence time.
Demo decision
Keep pursuing, but renegotiate. The business clears base-case coverage, yet downside DSCR falls below target unless the seller note, purchase price, or working-capital reserve moves.
TTM revenue
$2.06M
from S1 monthly P&L
Reviewed adjusted EBITDA
$342K
$80K net accepted add-backs
Asking price
$2.40M
7.0x reviewed EBITDA
Base DSCR
1.48x
after buyer salary reserve
Documents
Source package and document manifest
Six seller files are organized by period, use, and review status.
| ID | Document | Period | Status | Use |
|---|---|---|---|---|
| S1 | Monthly P&L export | Jun 2025 - May 2026 | Reviewed | Revenue, COGS, operating expense, owner compensation |
| S2 | 2024 business tax return | FY2024 | Reviewed | Revenue tie-out and depreciation support |
| S3 | Bank statement sample | Jan, Mar, May 2026 | Reviewed | Cash receipt spot checks for three largest months |
| S4 | Payroll register | TTM | Reviewed | Owner salary and replacement-manager estimate |
| S5 | Equipment debt schedule | Current | Reviewed | Existing debt payoff in sources and uses |
| S6 | Top customer schedule | TTM | Support requested | Customer concentration and revenue quality caveat |