VIRTUAL
presentation
Searcher Beta Preview: Cleaning Messy SMB Financials
·
Virtual event
I’m hosting two small beta preview sessions for active searchers around a specific problem: cleaning up messy SMB financial statements.
I also want to hear directly from searchers about recurring financial, diligence, and post-close pain points that may shape my product roadmap.
Presentation Format:
• ~20 minute presentation
• Brief context on why I’m building this and what’s next
• Live workflow demo: Statement Build — upload messy Excel/PDF financials and automatically produce structured, reviewable income statements
• Output review and feedback
• Open Q&A
• Discussion of adjacent search fund use cases
• Discussion of the beta process for those interested
Notes:
• Seeking approximately 20 people per session
• Planning 2 sessions total (7/22 and 7/29)
• I’m manually reviewing applicants to keep the room limited to legitimate searchers
• Approved participants will receive a Google Calendar invite directly
This is an early beta workflow. The goal is to show what exists, gather feedback, and identify a group of beta users interested in this service (beta is free of course).
Beta participants will get early access, help shape the workflow around their use cases, and receive priority consideration for production roll-out.
Apply here: redacted
Event Type:
presentation
Format:
Virtual
Start Time:
Duration:
1 hr