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    Investment Banking

    Your CIM is only as strong as the client’s numbers. We get them ready.

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    Less time cleaning the client’s exports. More time on the story and the buyers.

    Investment Banking

    The tip of the icebergof what you can achieve with SecondState.

    1. 01

      Get the numbers ready

      Map the client’s ERP and accounting exports into one reconciled dataset. You review every transformation before it’s used.

    2. 02

      Stock the data room

      Prepare the financials, KPIs, and supporting schedules buyers will rely on, with every figure traced to source.

    3. 03

      Back the CIM

      Build the revenue, margin, and KPI analysis behind the equity story from the same reconciled data.

    4. 04

      Find the issues first

      Query the full ledger for customer concentration, one-offs, and breaks before a buyer does.

    5. 05

      Answer diligence from source

      Respond to buyer questions from the same data and documents, with cited answers.

    Every team, every engagement.

    Due Diligence & AuditNew deal. New ERP. Same deadline.Private EquitySharper diligence before close. Clearer oversight after.CFOs & Finance TeamsForecast from your actuals. Test decisions before you make them.Accounting FirmsEvery client’s books. One standard of rigor.

    Client datastays under control.

    Ask about security

    You’re working with client ledgers and confidential data rooms. SecondState keeps each engagement separate, every change reviewable, and every answer traceable.

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    EU or US hosting

    Your data stays in the region you choose. The two deployments are separate, and nothing is copied between them.

    One project per engagement

    Files and analysis are scoped to a project. Nothing is visible outside it unless you share it.

    Every figure traced

    Answers link to the rows and pages behind them, so a reviewer can check any number.

    Nothing changes without you

    Data transformations are validated and shown to you before they’re used. Destructive actions need approval.

    Full revision history

    Workbooks keep every revision. Inspect what changed or restore an earlier version.

    Activity on record

    Project activity and agent work are logged, so you can see who did what and when.

    Stronger numbers. Smoother process.

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