Creating A New Project + Onboarding A Client

The easiest way to onboard a client is by clicking the ‘Start’ button in the Onboard New Project section on your Home page. Watch the below video for a comprehensive video:

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Objective:

To guide users through the process of starting a project, generating a CIM/CBR, editing the CIM/CBR, sharing it with buyers, and adding it to the Dealbuilder marketplace using the Dealbuilder AI tool.

Key Steps:

1. Starting a Project:
   • Access the broker dashboard.
   • Click on "Start" or "Auto-generate sim" to begin a new project or continue with an existing one.
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2. Intake Questionnaire:
   • Fill in key information such as legal business name, client's website, location, and NICS code.
   • Use example templates for easier completion.
   • Answer basic questions about business history, model, owner involvement, reason for selling, financials, etc.
   • Provide detailed answers for better CIM output.
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3. Financial Analysis:
   • Input up to five years of financial data.
   • Add year-to-date statements and normalize or add back expenses.
   • Calculate Seller's discretionary earnings (SDE), adjusted EBITDA, and EBIT.
   • Customize weightings and multiples displayed in the CIM.
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4. Attachments:
   • Upload post-NDA, due diligence, and photo attachments.
   • Attach relevant documents for buyer review.
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5. Additional Questions:
   • Complete additional contextual questions generated based on the client's business.
   • Provide optional but recommended information for better CIM accuracy.
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6. Listing Preview:
   • Review the draft teaser page and CIM.
   • Edit public listing and sim details as needed.
   • Include or exclude financials in the public listing.
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7. Editing the CIM:
   • Make edits to the CIM content and layout.
   • Add or delete pages, customize text, and manage photos.
   • Save changes using the save button or keyboard shortcut.
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8. Publishing the Project:
   • Complete final checklist items.
   • Choose to post on the Dealbuilder marketplace.
   • Copy and share the project link with potential buyers.
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9. Marketplace Listing:
   • Publish the project to make it live and accessible to buyers.
   • Share the project link with buyers manually or through other methods.
   • Consider adding the deal to the marketplace for increased visibility.
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Note
Ensure accurate and detailed information is provided for optimal CIM output.
Review all data and attachments before publishing to avoid errors.
Follow guidelines for sharing deals and managing permissions within the tool.

Tips for Efficiency:

• Use example templates and contextual questions to streamline data entry.
• Utilize keyboard shortcuts for quicker navigation and saving.
• Regularly check and update project details to maintain accuracy and relevance.

By following these steps, users can effectively navigate the Dealbuilder AI tool to create, edit, and share simulations with potential buyers, maximizing the efficiency and accuracy of the deal management process.

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