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DealSight AI

Institutional-grade M&A due diligence in seconds, not weeks.

Built at the Hanwha AI Center HACathon — Building AI for Finance | April 3, 2026, San Francisco

Live Demo Backend Demo Video License


What is DealSight AI?

DealSight AI compresses the M&A due diligence pipeline from weeks to minutes. A senior analyst spends 4+ hours reading a single Confidential Information Memorandum (CIM). DealSight AI processes the same document in under 60 seconds — producing a three-lens analysis (CPA, M&A, Legal), valuation range, risk flags, 12 actionable items, and 20 buyer questions ready for the seller meeting.

The same AI intelligence layer runs through all five stages of a deal — passing structured data forward automatically so nothing is re-entered between stages.


Demo Snap

Landing page

First page


Stage 1 — CIM Analysis

Three-lens due diligence: CPA, M&A, and Legal simultaneously. Valuation range, risk scorecard, action items, buyer questions.

CIM Analysis


Stage 2 — Financial Screening

Pre-LOI financial screen from P&L and balance sheet. Revenue analysis, EBITDA normalization, owner compensation addbacks.

Financials


Stage 3 — LOI Builder

Auto-generated Letter of Intent anchor terms from CIM and financial data. Purchase price range, payment structure, transition terms.

LOI Builder


Stage 4 — QoE Dashboard

Quality of Earnings analysis. EBITDA bridge waterfall, working capital analysis, AR aging, weighted buy/walk score.

Diligence


Stage 5 — Agreement Review

AI-powered purchase agreement review. Closing checklist, clause flags, risk items, recommended closing terms.

Close


The Five-Stage Pipeline

CIM Analysis → Financials → LOI Builder → Diligence → Close
Stage Input What AI does Time saved
CIM Analysis CIM PDF Three-lens analysis: CPA, M&A, Legal. Valuation range. 20 buyer questions. 4 hrs → 60 sec
Financials P&L / balance sheet CSV or PDF EBITDA normalization, owner addbacks, revenue quality screen 3 hrs → 90 sec
LOI Builder Auto — no upload Price range, deal structure, earnout, transition terms 4 hrs → instant
QoE Dashboard Full financial package EBITDA bridge waterfall, working capital, AR aging, buy/walk score 3 weeks → hours
Agreement Review APA / purchase agreement Clause flags, closing checklist, negotiation recommendations 6 hrs → 60 sec

Tech Stack

Layer Technology Why
Frontend React + TanStack Start Lovable-generated, exported and owned
Backend Python FastAPI Real code, not no-code. Deployed on Railway.
AI Claude API (claude-sonnet-4-20250514) Reads PDFs natively. One call = three expert lenses.
Database Supabase (Postgres) Deal persistence across sessions
Frontend hosting Cloudflare Workers Matches TanStack Start deployment target
Backend hosting Railway Free tier, auto-deploy from GitHub

Architecture

Browser (Cloudflare Workers)
    │
    │ FormData (PDF/CSV upload)
    │ or JSON (LOI Builder)
    ▼
FastAPI Backend (Railway)
    │
    │ POST /v1/messages
    │ { model, system_prompt, document }
    ▼
Claude API
    │ Returns structured JSON
    ▼
FastAPI parses + enriches
    │ Revenue trend %, valuation midpoint,
    │ flag counts, EBITDA bridge waterfall
    ▼
JSON response → React renders dashboard
    │
    ▼
Supabase — deal stored for persistence

Data flows forward automatically

Stage 1 output → stored in React state
     ↓
Stage 2 receives step1_output (prefills CIM context)
     ↓
Stage 3 receives step1_output + step2_output (auto-generates LOI)
     ↓
Stage 4 receives step1_output + step3_output
     ↓
Stage 5 receives step1_output + step3_output

No re-entry of data between stages.


Repository Structure

Deal-Sight-AI/
├── dealsight-backend/
│   ├── main.py                        ← FastAPI backend 
│   ├── requirements.txt
│   ├── Procfile
│   ├── runtime.txt
│   └── prompts/
│       ├── step1-cim-system-prompt.txt
│       ├── step2-financials-prompt.txt
│       ├── step3-loi-prompt.txt
│       ├── step4-qoe-prompt.txt
│       └── step5-agreement-prompt.txt
├── screenshots/
│   ├── Firstpage.png
│   ├── cim-analyser.png
│   ├── finance.png
│   ├── loi-builder.png
│   ├── diligence.png
│   └── close.png
└── README.md

Frontend lives in a separate repo: dealsight-ai-frontend — React + TanStack Start, deployed on Cloudflare Workers


API Endpoints

All endpoints live at https://deal-sight-ai-production.up.railway.app

Method Endpoint Input Description
POST /api/cim-analyzer file (PDF) Three-lens CIM analysis
POST /api/financials file (PDF/CSV) + step1_output Financial screening
POST /api/loi-builder step1_output + step2_output (JSON) LOI anchor terms
POST /api/qoe-dashboard files (CSV/PDF, multiple) + step1_output + step3_output QoE analysis
POST /api/agreement-review file (PDF) + step1_output + step3_output Agreement review
GET /api/deals List all deals
GET /health Health check

Interactive API docs: https://deal-sight-ai-production.up.railway.app/docs


Setup Guide

Prerequisites

1. Backend setup

git clone https://github.com/KamayaniR/Deal-Sight-AI.git
cd Deal-Sight-AI/dealsight-backend

python3 -m venv venv
source venv/bin/activate
pip install -r requirements.txt

Create .env:

ANTHROPIC_API_KEY=sk-ant-...your-key...
SUPABASE_URL=https://your-project.supabase.co
SUPABASE_KEY=eyJ...your-anon-key...
ALLOWED_ORIGINS=http://localhost:8080,https://your-frontend.workers.dev

Run locally:

uvicorn main:app --reload --port 8001

Test:

curl http://localhost:8001/health
# {"status":"ok"}

curl -X POST http://localhost:8001/api/cim-analyzer \
  -F "file=@your-cim.pdf"

2. Supabase setup

In Supabase SQL Editor, run:

CREATE TABLE deals (
  id UUID DEFAULT gen_random_uuid() PRIMARY KEY,
  created_at TIMESTAMP WITH TIME ZONE DEFAULT NOW(),
  business_name TEXT,
  industry TEXT,
  stage INTEGER DEFAULT 1,
  cim_analysis JSONB,
  financials JSONB,
  loi_terms JSONB,
  qoe_analysis JSONB,
  agreement_review JSONB,
  status TEXT DEFAULT 'active'
);

3. Deploy backend to Railway

# Push to GitHub, then:
# railway.app → New Project → Deploy from GitHub
# Add environment variables: ANTHROPIC_API_KEY, SUPABASE_URL, SUPABASE_KEY, ALLOWED_ORIGINS

4. Frontend setup

git clone https://github.com/KamayaniR/dealsight-ai-frontend.git
cd dealsight-ai-frontend
npm install
npm run dev
# Open http://localhost:8080

Create .env.local:

VITE_API_URL=https://deal-sight-ai-production.up.railway.app

5. Deploy frontend to Cloudflare

Connect dealsight-ai-frontend repo to Cloudflare Workers & Pages:

  • Build command: npm run build
  • Deploy command: npx wrangler deploy
  • Add environment variable: VITE_API_URL

Token Limits

Endpoint Max tokens Why
CIM Analyzer 16,000 Large system prompt + full PDF + detailed JSON output
Financials 6,000 Shorter prompt, structured financial data
LOI Builder 8,000 Text-only, concise deal terms
QoE Dashboard 12,000 Multiple CSV files + detailed EBITDA analysis
Agreement Review 12,000 Full legal document + detailed clause flags

Cost

Item Cost
Claude API per CIM analysis ~$0.05
Full five-stage pipeline per deal ~$0.20
$10 in API credits ~50 full pipelines
Railway (free tier) $0/month
Supabase (free tier) $0/month
Cloudflare Workers (free tier) $0/month

Business Model

Per-analysis pricing:

  • Single CIM scan: $50
  • Full five-stage pipeline per deal: $500
  • Enterprise unlimited: $2,000/month per deal team

Target customers:

  • Lower middle market PE firms reviewing 200-500 CIMs per year
  • M&A advisory firms reducing junior analyst hours
  • Search fund operators accessing institutional-grade DD at startup cost

Unit economics:

  • API cost per full pipeline: ~$0.20
  • Price per full pipeline: $500
  • Gross margin: 99.96%

Demo Mode

Press Shift+D anywhere in the app to load hardcoded demo data for the Midwest MSA Managed IT Services deal — no API call needed, no PDF required.

Demo deal: Managed IT Services Provider, Colorado

  • Revenue: $2.44M | Net Margin: 33.4% | Recurring: 80%
  • Verdict: PROCEED WITH CONDITIONS
  • Valuation: $3.3M — $5.0M

Built At

Hanwha AI Center HACathon — Building AI for Finance San Francisco, April 3, 2026

Sponsors: Lovable · n8n · MiniMax · Crossmint · Hanwha


License

MIT License — see LICENSE for details.


DealSight AI — Institutional-grade M&A due diligence for everyone in the deal.

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