Deal OS

Evidence, attached

UK & European lower-mid-market PE

Every number in the deal, traceable to its source.

Deal OS turns data-room evidence into a current record for screening, NBO and IC. Open any claim and see the exact source behind it.

Westgate Dental Group · current evidence record synthetic

Westgate Dental Group

UK dental rollup · evidence record

verified

Revenue

£14.2m

Adj. EBITDA

£2.7m

Recurring

72%

IC draft · key financials

citation open

FY25 adjusted EBITDA is £2.7m, representing a 19% margin.

westgate-qofe.xlsx · Adjustments cell B7

Adjusted EBITDA FY2025 (GBP m) | 2.7

01 · Claim £2.7m EBITDA
02 · Citation westgate-qofe.xlsx
03 · Cell Adjustments · B7

Exact match
Claim resolves to one source cell.

citation passed
X westgate-qofe.xlsx
Quality of Earnings · 5 sheets
Home InsertPage LayoutFormulasDataReview
BI£%
B7 fx 2.7
ABCDE
1Adjusted EBITDA bridge (FY2025)
2Bridge itemValue
3 Reported EBITDA FY2025 (GBP m) 2.40
4 Owner remuneration normalisation add-back (GBP m) 0.18
5 One-off practice integration costs add-back (GBP m) 0.09
6 Non-recurring legal settlement add-back (GBP m) 0.03
7 Adjusted EBITDA FY2025 (GBP m) 2.70
8
9
10
11
12
13
Reported P&L Adjustments Adjusted EBITDA Concentration KPIs
Ready · B7 selectedSum: 2.70 · Count: 1 · Zoom 100%
01 · Claim£2.7m EBITDA 02 · Citationwestgate-qofe.xlsx 03 · SourceAdjustments · B7

The current record

The answer improves. The history stays.

New evidence can replace the working answer. It cannot make the old answer, its source or the reason for change disappear.

Contracted revenue · renewal profile

Current record

verified current

NHS activity is on rolling GDS contracts. Private members renew monthly on Denplan.

The fuller answer becomes current without deleting the first.

Source
Management call · p.3
Recorded
14 Mar · 11:08
Revision
02 of 02
Source excerpt · one conversation “Renewal terms are mixed: NHS activity is on rolling GDS contracts, and private members renew monthly on Denplan plans.”

Nothing overwritten

From evidence to decision

One record. Three moments that matter.

Screen the opportunity, frame an offer and prepare the IC pack without rebuilding the evidence base each time.

Foundry Systems · decision workspace current record
DealsFoundry SystemsScreen

Foundry sits just below the line.

Enough evidence to judge. Two return-discipline thresholds fail and one core metric remains unevidenced.

Borderline · review
Recommendation Proceed to diligence
Hard gates5 / 5sector, geo, size
Thresholds2 failrecurring + concentration
Evidence gaps1 coreNRR unevidenced
Mandate criteria 12 evaluated · evidence attached
CriterionTargetMandateResultEvidence
Market growth9% CAGR≥ 5% Pass Foundry CIM · Market
Recurring revenue66%≥ 70% Fail Foundry CIM · KPIs
Top-5 concentration49%≤ 40% Fail Foundry CIM · Customers
EBITDA margin20%≥ 15% Pass Foundry CIM · Financials
Net revenue retention≥ 100% Gap Request cohort schedule
Equity ticket£20.3m£10–60m Pass Target profile

A reasoned recommendation, with broken thresholds, evidence gaps and the proof behind every score.

Fit the process

A decision layer, not another place to move the deal.

Deal OS sits between the data room and the work product. The documents stay where they are. The evidence becomes usable.

01

No migration project

Keep the data room, CRM and model. Deal OS connects the evidence already in the process to the decisions that follow.

02

No hidden judgement

Citations, conflicts, verification state and revision history stay visible on the working surface.

03

No cross-deal leakage

Open deals stay separate. Only approved closed-deal metrics can cross into firm-wide comparable data.

Data room + calls + QoE

Current evidence record

Screen + NBO + IC

Live product proof

Pick a claim. Follow it all the way back.

Explore Westgate from source files to mandate screen and cited IC draft.

Open live demo

Synthetic demo · no client or confidential data

Source → claim → decision