The Screening Report
Deep research on one SEC-registered US public company. A 30+ page exhibit-level report across eight sections, 800+ cited sources typical, PDF in 5 business days with a findings walkthrough. $5,000 per company, $12,000 for three.
Your targets are private. But the deal around them is full of public companies: the comps you value against, the competitors setting price, the acquirers you will exit to, the customer whose 10-K mentions your target's category. That public record is enormous, and almost nobody reads it past page one.
We read it. SEC exhibit filings, JV and supply agreements, proxy statements, legal newswires, Form 4s. The report tells you what is in there, flags the critical risks, and states what each finding means for your deal.
By Dr. Leigh Coney, Founder of WorkWise Solutions
Six Ways Firms Use It
Public comps
Valuing a private target against its public comparables, with the footnotes and segment data the multiple actually depends on.
Public competitors
Industry structure, pricing signals, and risk disclosures from the public companies your target or portfolio company competes with.
Strategic acquirers
Exit prep and buyer intelligence: who is acquiring in the category, on what terms, with what stated strategy.
Customers & suppliers
Counterparty concentration risk: what the public customers and suppliers of your target disclose about the relationship.
Private credit checks
Public borrowers or public parents of borrowers: covenant blow-up checks, litigation, and insider-selling patterns.
Take-private screening
Where applicable: a full picture of a public company before you spend real diligence dollars on it.
Boundary worth knowing: the Screening Report tells you what is in the public record about a company. AI Diligence tells you what AI will do to a target's business. When a deal needs both, we bundle a Screening Report at about 10% off.
One Report, Eight Sections
Company profile. Financials. News and media. Leadership and governance. Competitive landscape. Legal and litigation. Regulatory and compliance. Industry position.
Every section closes with a Critical Risk callout and an Actionable Implication, so the report reads like a deal document, not a data dump.
Order a ReportEvery Screening Report includes
- ✓A 30+ page exhibit-level report across the eight sections
- ✓Sourcing from SEC exhibit filings, JV and supply agreements, proxy statements, legal newswires, and Form 4s; 800+ cited sources typical
- ✓A "Critical Risk" callout and an "Actionable Implication" per section
- ✓PDF delivered in 5 business days
- ✓A 30-minute findings walkthrough with your team
Expedited 72-hour turnaround
Same report, deal-timeline speed.
Deal-support bundle
A deal-specific scoping call on the thesis questions that matter (change-of-control clauses, JV cash traps, contractual stepdowns, covenant exposure), an IC-ready summary section, a Q&A session with the deal team, and a 30-day update rider covering new filings, litigation, or events.
Public Markets Monitoring
For names you need to keep watching: the public competitors of your portfolio, a borrower's public parent, the acquirer set for next year's exit. We watch the filings so the surprise shows up in a memo, not in a headline.
What's included
- ✓Continuous coverage of up to 5 public names
- ✓A monthly update memo per name
- ✓Event-driven alerts: 8-Ks, litigation, insider patterns, covenant-relevant news
- ✓A quarterly deep refresh of one name
Also available as a Plus-tier credit on the AI Operating Partner retainer.
Order a Screening Report
Tell us the company and the deadline. We confirm scope and invoice by email the same business day; work starts on payment. No call required.
Not sure it's worth $5,000?
Send us one name from your pipeline's public-company orbit (a comp, a competitor, an acquirer). We will reply with the exact section list and three example findings the report would chase for that name. No charge, no call.
We benchmarked four AI research engines against the same public company and published every finding. See the methodology and results at deep-vantage.com, the research engine behind the Screening Report.
Screening Report FAQ
Our targets are private. Why public company research?
Because the context around a private deal is public: comps, competitors, acquirers, and counterparties. A $5,000 report on the right public name routinely changes a valuation assumption, an exit thesis, or a concentration-risk judgment on a private deal worth a thousand times the fee.
How do you get to 800+ sources?
The research engine reads the long tail of the public record: exhibit-level SEC filings, JV and supply agreements, proxy statements, litigation dockets, newswires, and insider filings. Humans set the questions and review the findings; the engine does the reading no analyst has time for.
What if we need it on a deal timeline?
The expedited add-on delivers in 72 hours for an additional $2,500. If the report is feeding an IC discussion, add the deal-support bundle and you also get an IC-ready summary section and a Q&A session with the deal team.
How is this different from AI Diligence?
The Screening Report covers what the public record says about a public company. AI Diligence works on your private target's own documents and management sessions, and answers what AI will do to that business. Deals that need both get the Screening Report at about 10% off.
Is this investment advice?
No. It is research: a documented, sourced picture of the public record. The judgment stays with your team.
Related
AI Diligence
The per-deal product for private targets: AI vulnerability, opportunity map, IC-ready memo section. $15,000-$25,000 per target.
Training & Enablement
Teach the deal team to run this kind of research themselves, on your own stack. Workshops from $12,500.
AI Operating Partner
Plus-tier retainers include a monitoring watchlist or a quarterly Screening Report credit. From $10,000/mo.