Previous record
supersededmixed
Management call · p.3
“Renewal terms are mixed: NHS activity is on rolling GDS contracts, and private members renew monthly on Denplan plans.”
01 · Evidence layer
Built for UK & European lower-mid-market PE.
Every number in the deal, traceable to its source.
Deal OS turns CIMs, QoE workbooks and management calls into a current record for mandate screening, NBO preparation and IC. Every claim keeps its evidence attached.
Westgate Dental Group
UK dental rollup · Overview
Revenue
£14.2m
Adj. EBITDA
£2.7m
Margin
19%
Recurring
72%
IC draft · Key financials
citation openFY25 adjusted EBITDA is £2.7m, representing a 19% margin. Recurring and plan revenue accounts for 72% of revenue.
westgate-qofe.xlsx · Adjusted EBITDAwestgate-qofe.xlsx
Adjusted EBITDA · source document
A B
1 Quality of Earnings · Project Cedar
2 All figures GBP millions unless stated
8 Adjusted EBITDA (GBP m) 2.7
Exact cited line
Adjusted EBITDA (GBP m) | 2.7
02 · Supersession
Better evidence does not erase the first answer.
A new version becomes current. The prior value, its source and the reason for the change remain inspectable.
Current record
verified currentNHS on rolling GDS contracts; private members renew monthly on Denplan
Management call · p.3
“Renewal terms are mixed: NHS activity is on rolling GDS contracts, and private members renew monthly on Denplan plans.”
Both cited. Both timestamped. One current.
03 · Workflow
One evidence base. Three decisions.
The screen, offer and IC pack read from the same current record. Click through the handoff.
Mandate screen · Westgate
Pass, with diligence gaps
Fits the sector and size mandate. Cyber, property and clinician-retention evidence remains incomplete.
Sector
UK dental rollup
within mandate
Size
£14.2m revenue · £2.7m EBITDA
within mandate
Open evidence gaps
Cyber controls · property estate · clinician covenants
requires diligence
Indicative offer · Westgate
A defensible range, not a magic number
Reference EBITDA, comparable transactions and offer assumptions stay visible beside the output.
Reference EBITDA £2.7m · cited
Comparable set approved closed deals
Judgement assumptions labelled
IC draft · Westgate
The first draft arrives with its evidence
Thesis, mandate fit, financials, risks and diligence requests all link back to the record.
Investment Committee · Project Cedar citations passed
Westgate combines 18 practices with 72% recurring and plan revenue westgate-qofe · KPIs.
The material gap is the absence of evidence on cyber controls for approximately 148,000 patient records.
A reasoned go / no-go with the evidence and gaps visible.
04 · Fit
Built to sit inside the deal process.
It is the evidence and decision layer, not another system of record your team has to migrate into.
01
No rip-and-replace
Keep the data room, CRM and model. Deal OS connects their evidence to the decision record.
02
Trust is visible
Citations, conflicts, verification status and revision history are part of the working surface.
03
Firm memory has a boundary
Open deal rooms stay separate. Approved closed-deal metrics can be promoted deliberately into firm-wide comps.
05 · Live proof
Follow a claim all the way back to the source.
Explore the synthetic Westgate deal from data room to mandate screen and cited IC pack. No real client or confidential data is shown.