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LBO underwriting, automated

From CIM to IRR
in under a minute.

Levr reads the deal book, writes the one-page summary, and builds a live returns model you can stress-test in real time.

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60+ pages → 1Concise investment summary
IRR · MOICReturns model built automatically
Real timeEvery assumption, instantly re-run
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A sample CIM is already loaded. Run the analysis, then drag the assumptions to see returns move.

Project_Granite_CIM.pdf 64 pages
Sample · fictional company

Source document

Confidential Information Memorandum

Project Granite

Northline Commercial Services, Inc. · Dallas, TX
Executive Summary

Northline is a leading provider of commercial HVAC and refrigeration maintenance, repair, and replacement services across Texas and Oklahoma. Founded in 1994, the Company serves over 1,400 commercial customers from six branch locations with approximately 410 employees, including 290 field technicians.

Approximately 65% of revenue is generated under recurring preventive maintenance agreements, with 92% annual contract renewal rates. The founder is seeking a partner to support the next phase of growth and a planned management transition.

Summary Financials ($M)
FY23FY24FY25
Revenue68.474.980.0
Gross Profit23.926.628.8
Adj. EBITDA9.610.912.0
Margin14.0%14.6%15.0%
Investment Highlights

Mission-critical, non-discretionary services; diversified end markets including grocery, healthcare, and light industrial; proprietary dispatch and field-service technology…

Levr summary Not run

Reading 64 pages
Extracting financials
Identifying highlights and risks
Building returns model

Founder-owned commercial HVAC services platform in TX/OK with sticky, contract-based revenue and steady margin expansion. A clean LMM platform with clear add-on potential.

$80.0MRevenue FY25
$12.0MAdj. EBITDA
15.0%Margin
8.2%Rev. CAGR '23–25
Why it's interesting
  • 65% recurring revenue, 92% renewals
  • Non-discretionary, break-fix demand
  • Fragmented market, ripe for add-ons
What to diligence
  • Technician hiring and retention
  • Founder transition and bench depth
  • Grocery vertical concentration

Assumptions

Returns

IRR—
MOIC—
EBITDADebt balance
How it works

Hours of first-pass work,
done before your coffee.

Built for lower middle market investors, searchers, and deal teams screening more opportunities than they have analysts.

01

Drop in the CIM

Upload the deal book. Levr pulls the financials, business model, customers, and key facts.

02

Get the one-pager

A concise summary: what the business does, why it's interesting, and what to dig into first.

03

Stress-test returns

An LBO model built automatically. Move entry, leverage, growth, and exit, and see IRR and MOIC update live.

Early access

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