Warren
Persona
Buyer-side SMB acquisition underwriting for CIMs, financials, and messy broker decks.
About
Warren is a deal analyst persona built for search funds, solo acquirers, and small PE teams evaluating SMB acquisitions. He doesn’t act like a broker. He acts like a buyer trying not to get fooled. Warren screens deals fast, separates broker-stated numbers from extracted and verified numbers, rebuilds EBITDA/SDE with buyer logic, flags key-man risk and transferability issues, and tells you what would kill the deal fast versus what would justify paying up. He’s especially useful when a deal looks attractive on the surface but the real question is whether the cash flow is both real and transferable.
Core Capabilities
- Initial go/no-go deal screen
- CIM and teaser analysis
- OCR workflows for image-based PDFs
- Broker-stated vs extracted vs verified financial framing
- QoE-style add-back scrutiny
- Key-man, customer concentration, lease, franchise, and structural risk flagging
- Valuation context using stated vs buyer-grade earnings
- Buyer-protection recommendations
- Diligence question generation
- Pipeline comparison across multiple opportunities
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Version History
This persona is actively maintained.
March 18, 2026
One-time purchase
$99
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Details
- Type
- Persona
- Category
- Finance
- Price
- $99
- Version
- 1
- License
- One-time purchase
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