Seeking a CPA Partner to Help Shape an AI Due Diligence Platform for Searchers
Most SMB due diligence today is slow, expensive, and inconsistent, manual review of messy financial, legal, operational documents leaves searchers choosing between thoroughness and a closing timeline they can actually afford. I'm part of the team behind a platform that automates SMB due diligence using AI agents: pulling data from financial statements, contracts, and other deal docs, and turning it into a complete and comprehensive QoE report cutting review time significantly compared to manual QoE work and at much more affordable price. We're looking to partner with a CPA (or small accounting firm) who works with search fund acquirers and independent sponsors on QoE / financial due diligence engagements. What we're looking for: - A CPA who's run financial DD on SMB acquisitions and knows where the manual review pain actually lives - Someone willing to test on a real (or recent) deal and give us direct feedback on accuracy, gaps, and what a QoE-ready output should look like - Input on report structure/templates so the output matches what searchers and their lenders actually expect What's in it for you: - Early access and white labeling of the platform, shaped around your workflow rather than a generic build - Revenue sharing - First-mover advantage offering AI-accelerated DD to your search fund clients before your competitors do If you've done financial due diligence on lower-middle-market deals and have thoughts on where AI could actually help (vs. where it can't), I'd love to connect. Comment below or DM me.