01 · Hero reserved
Owned by design. Drop the hero frame in here.
Purpose-built for Quality of Earnings with transaction advisory CPAs.
03 · The deliverable
A databook your partners can sign.
Create a live-formula Excel databook and custom reporting materials with every figure traced to the source. Formatting, structure, and schedules follow the way your firm already builds them:
EBITDA bridge
Proof of cash
Revenue quality
NWC detail & peg
Net debt
Owner comp
Related party
IMG-02
Finished databook open in the grid. Sheet-tab strip legible with real schedule names. Blue-input / black-formula formatting visible.
04 · Platform
Everything you need to defend the number.
Know what's missing on day one
Check every file in the data room against your full PBC checklist and generate your information request list up front, so gaps surface on day one instead of week three.
IMG-03
Data room tree beside the generated IRL doc with CLEAN / DEGRADED / MISSING tiers. Ring one Tier 1 gap.
Run the full QoE in hours
Run your complete QoE as a live plan you can watch, pause, or stop. Every calculation is computed deterministically rather than guessed.
IMG-04
Run panel mid-build: execution tree, 2 to 3 steps done, one running, plain-English narration, workpaper chips. Hide per-step cost chips.
Decide every judgment call yourself
Review the proposal, the reasoning, and the evidence behind every judgment call. Nothing rolls into the number without your decision on record.
IMG-05
Decision card in chat: a real judgment call (unsupported add-back), 3 to 4 options, recommended first, free-text row visible.
See the full lineage behind any number
Follow a figure from the cell and formula back through the schedule and source document behind it. Match or flag every tie-out and keep every change in an audit trail.
IMG-06
Two-panel: cell selected with Source drawer open beside the PDF with the passage highlighted. Include one red exception. Show the chain from cell to formula to source.
Run your firm's own QoE, on every deal
Apply your firm's methodology and format to every engagement, and generate the reporting materials your partners already expect.
IMG-07
Wide crop: chat moment citing the QoE methodology it loaded before building a schedule. Only non-screenshot slot on the page, so a simple diagram is allowed here.
05 · Guess vs Proof
A QoE runs on proof.
Most AI hands you its best guess. Socratics proves the number instead.
A typical AI answer
"Adjusted EBITDA is approximately $3.4 million."
No source. No way to check it.
A Socratics answer
"Adjusted EBITDA is
$3,429.5k,
tied to
Bank_LTM.pdf,
p. 1 and reconciled to the trial balance."
Every figure, traced and reconciled.
Check the math yourself
Inspect and recalculate any number. Every calculation lives in the workbook as a deterministic formula, not a guess.
Watch it happen. Stop it any time.
Every action runs in view, from a single edit to a full engagement build. Stop it whenever you need to, and Socratics keeps the record.
Sharpen the process, keep your data private
Improve with every engagement you run. Your documents stay private and never train shared models.
06 · Security
Held to the standard your review demands.
Client documents never train shared models.
Encrypted in transit and at rest. Isolated, US-hosted workspaces per engagement.
Per-engagement roles and permissions. Full audit trail of every change.
Document contents are data, never instructions.
Export everything, any time, as standard Excel, Word, and PDF.
SOC 2 Type II underway. Ask us for detail under NDA.
07 · Company
Engineered by AI researchers. Reviewed by the CPAs who've done this work.
Socratics is built by a team from AI research, enterprise software, and transaction advisory, and practicing CPAs review and approve every procedure the platform runs.
On the buy side? The same platform runs screen-level QoE at LOI speed, so ask us in the demo.
IMG-08
Founder and leads row: headshot, name, one-line background each. Roster must be verified before publish.
08 · Book a demo
See Socratics in action.
Book a demo and watch a complete QoE run end to end.
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We reply within one business day.
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