AI-Native Due Diligence for Small Business Buyers
Wall Street-grade diligence for the deals Wall Street ignores — faster, and at a fraction of the cost.
Institutional-grade diligence analytical services for independent searchers, search funds, and acquirers — delivered in days, not weeks.
- Delivery
- Days, not weeks
- Focus
- Sub-$10M EBITDA deals
- Pedigree
- 20 years institutional buy-side
Overview
Too small for Wall Street.
Too important to get wrong.
Workup is an AI-native due diligence platform for buyers of small businesses — independent searchers, search funds, and high-net-worth acquirers targeting sub-$10M EBITDA companies. Workup delivers institutional-grade diligence analytical services at speed, priced for Main Street acquisitions rather than Wall Street budgets. Deals too small for Wall Street, but too important for buyers to get wrong.
AI-native platform
Purpose-built to analyze target-company financials and key documents at speed — without sacrificing rigor.
Institutional pedigree
Built on a 20-year institutional buy-side background, bringing hedge fund-caliber analysis to every engagement.
Priced for Main Street
Institutional-grade diligence priced for Main Street acquisitions rather than Wall Street budgets.
Service Tiers
Rigor calibrated to where you are in the deal.
Delivered in days, not weeks.
Pro
A fast, rigorous read on a deal
AI-assisted analysis of target-company financials and key documents, delivered as a structured diligence report. For buyers who need a fast, rigorous read on a deal.
Delivery: Within 5 business days of complete document receipt.
Diligence
The complete workup
Comprehensive workup: full financial analysis, contract and operational document review, risk flags, and a written synthesis with an experienced practitioner’s judgment layer. For buyers moving toward LOI or close.
Delivery: Within 5 business days of complete document receipt.
Expedited: 48–72 hour delivery available at a premium for deals under LOI deadline pressure.
Self
Coming soonSoftware access, self-serve
Self-serve software access to the Workup analytical engine.
Join the waitlist →About the Founder
Gray Smith
Founder, Workup AI
Workup was founded by Gray Smith, who spent twenty years on the institutional buy side — including senior portfolio management roles at major hedge funds and founding a consumer and internet-focused fund — before building Workup to bring that analytical standard to small business acquisitions.
Every workup applies the same discipline used to evaluate public companies: rigorous financial analysis, document-level verification, and clear-eyed judgment about what the numbers actually say.
Contact
Start your workup.
Send us your deal — we’ll respond within one business day.