Pricing

Free to track and check deals. Upgrade to Pro for the sourcing and the spreads, and add the Diligence Room when a deal reaches the LOI.

Free

Everything you need before you have a deal to spread.

$0forever

Pipeline with stages and saved searches
A clipper for any broker site or marketplace, one click
Deal journal, notes per deal
The four-stage diligence checklist, all 91 items
The public-records list, check these yourself
A downloadable checklist workbook
The Harrow Creek sample spread, viewable in-app
The SBA deal calculator
Site-visit prep and debrief

Start free

Pro

Sourcing and screening first, then unlimited spreads on the returns.

$79.99per month

Everything in Free
The sourcing agent, screens your forwarded alerts against your criteria (coming to Pro, not live yet)
Unlimited seller's discretionary earnings (SDE) Recasts, also called the Tax Return Spread
The Buyer SDE Summary page
The seller bridge to the broker's number
Buyer-adjustments sheet
Comps by NAICS code (your industry code)
7-day free trial

Start the trial

Diligence Room

One live deal, held for 12 months. A QoE-lite from a CPA firm runs $6,490 and up, and takes weeks; this is software, so it does not wait in a queue behind other clients.

$995one time, at the LOI

A seller upload door against your checklist
Cash Proof on the bank statements
A spread refresh with the GL
Working-capital read from Schedule L
A lender export
Up to 5 team seats (attorney, CPA, lender)
A full audit trail
12 months of the post-close company room
Unlimited transfers to a new deal if this one dies

Add at your LOI

Bundle

Everything for one deal, paid up front.

$1,699one payment, instead of month to month

12 months of Pro, for the search and the spreads
One Diligence Room, for the LOI through close
$1,699 in one payment instead of month to month
The same unlimited transfers if that deal dies
A second live deal needs a second room

With the lender package, $2,099Coming

Start the bundle

Questions

What happens if a deal dies?: The Diligence Room slot transfers to your next deal, at no extra charge, any time inside the 12-month window. Everything you already ran on the dead deal stays run, and its documents stay stored, read-only. Self-funded searchers sign about 2.4 LOIs for every deal that closes (SIG), so the transfer is built for the normal case, not treated as an exception.
What's a CIM, or an SDE Recast?: A CIM is the deal package a broker sends you once you sign an NDA: financials, a description of the business, photos. An SDE Recast, we also call it the Tax Return Spread, walks the seller's tax returns line by line to show what the business would actually pay you to run it, and where the broker's own number came from. You only need three years of tax returns to run the recast; a CIM is what lets you build the seller bridge, not a requirement to start.
What are the trial terms on Pro?: Seven days, free, with a card on file. Cancel any time before the trial ends and you are not charged. After the trial, it is $79.99 a month, cancel any time.
Is there a trial on the Diligence Room?: No. Open the demo room with a free account to see exactly what you get; the room itself is $995 when you activate it at the LOI.
What's in the Bundle?: Everything for one deal, paid up front: 12 months of Pro for the search and the spreads, plus one Diligence Room for the LOI through close, for $1,699 in one payment instead of month to month. With the lender package, that's $2,099 (coming). It covers one deal at a time; if a second deal goes live, it needs its own Diligence Room.
Do you give a valuation opinion?: No. We build the SDE from the tax returns and show the bridge to the broker's number. What the business is worth is your call, your lender's, and your advisor's, not ours.
Is my data mine?: Yes. Export your spread, your documents, and your notes at any time. Nothing you upload is sold, and closing your account does not forfeit your export.
Is the sourcing agent live yet?: Not yet. It is in development and will ship as part of Pro at no extra charge, screening the listings you forward against your own criteria. This page will say so plainly the day it goes live.

Probity does not offer valuation opinions on any plan. We build the numbers; the decision is yours.