Sell-side advisory from the company's own numbers

The reported EBITDA and the adjusted figure the materials present stay separate. The analyst chooses each adjustment, and the spread shows it beside the reported line it adjusts, with the period and the supporting document attached.

When a buyer's adviser asks what sits behind an add-back, the answer is the row, the period and the page. The team decides what the materials present. SpreadSpace keeps the basis visible.

Bank statements show the deposits, withdrawals and financing activity behind the reported results. Read them beside the statements and the tax returns before a buyer does, so the questions the buy side will ask are answered in the data room rather than in the exclusivity period.

Upload the 10-K and 10-Q filings of the public comparables and the extracted statements take the same presentation as the company's under your firm's chart of accounts. Margins, growth and leverage line up across the set with the reported lines behind every mapped figure.

Upload the memorandum or the management presentation your firm already produces, as a PDF or a Word document, and SpreadSpace reproduces its structure as a reusable template. Bring the spread, the normalized earnings schedule and the selected charts into it as exhibits and write the narrative around them.

Reviewers open a figure in the exhibit and land on its source. Finalizing records the version that went out, and reopening it is an explicit, recorded step.

As buyers work the data room, their questions come back to the same figures. A source-linked figure opens the document at the highlighted line, and a derived figure opens into its rows, so the sell-side team answers from the evidence and the record shows who changed what and when.

Use the native workspace or embed the review in the engagement system your firm already runs. An integration can retrieve finalized spreads and report renders through the API.