DealPilot AI

Synthetic paid package demo

Synthetic sample only

This page is checked-in demo data for local review and screenshot planning. It does not unlock a real paid order, call Stripe, write to Supabase, send outreach, run ads, or use real seller data.

Sample paid state

Paid planning report and Seller Launch Kit preview

A concrete view of what an owner gets after paying: a documented planning report, a seller package, owner-reviewed outreach drafts, diligence checklist, and a deal-room workflow preview.

Report

$245 one-time

Launch kit

$995 one-time

Deal room

$145/mo

Sample business

ClearAir Mechanical

Commercial HVAC - Dallas-Fort Worth, TX

Revenue

$5,900,000

SDE

$970,000

Employees

42

Years

17

Paid Workflow Map

Each paid step should give the owner a concrete artifact and a clear next action. This sample maps the package to the manual work it replaces without claiming live paid entitlement, buyer quality, automatic outreach, ads, or spend.

Valuation Report

What this replaces

Spreadsheet math and scattered assumptions

Owner next action

Review the planning range, normalize earnings, and decide which inputs need better documentation.

Seller Launch Kit

What this replaces

Blank CIM drafts, teaser notes, and diligence lists

Owner next action

Review the seller story, mark owner-confirmation gaps, and prepare materials before confidential exposure.

Deal Room

What this replaces

Loose email threads, file folders, and offer trackers

Owner next action

Track NDA status, diligence requests, messages, offers, and closing tasks when an owner-led process is active.

Purchase Decision Checklist

Use this internal checklist to decide whether the offer is concrete enough to ask an owner to pay for it. It is review guidance only and does not prove live checkout, paid entitlement, authenticated workspace state, buyer quality, external delivery, or professional advice.

Valuation Report

Worth paying for if

A written planning packet the owner can inspect, refine, download, and discuss with professionals.

Reviewer check

Confirm assumptions, readiness drivers, value range, PDF path, and non-advice language are visible.

Still blocked

Do not claim live paid entitlement, production delivery, or professional valuation proof.

Seller Launch Kit

Worth paying for if

A concrete sale-prep package that turns owner inputs into CIM-style materials, teaser copy, Growth Planning Notes, diligence gaps, and owner-reviewed drafts.

Reviewer check

Drafts stay manual and owner-reviewed before sensitive details are shared.

Still blocked

Do not claim automatic outreach, buyer contact, ads, spend, brokerage, or buyer-facing investment proof.

Deal Room

Worth paying for if

A private system of record for buyer pipeline, NDA status, diligence, messages, offers, tasks, and closing work when an owner-led process is active.

Reviewer check

Confirm workflow value is clear while subscription access stays tied to the owner's private account.

Still blocked

Do not claim active subscription proof, live workspace provisioning, buyer quality, or marketplace liquidity.

Paid Package Value Acceptance Check

Reviewers should use this local checklist before treating the synthetic paid package as evidence that the paid offer is worth asking an owner to buy. Passing this checklist does not prove live paid entitlement, checkout, production delivery, authenticated workspace state, buyer quality, advertising approval, or professional advice.

Concrete paid artifacts

Pass if

The owner can inspect a written planning report, CIM-style package, anonymous teaser, owner-reviewed drafts, diligence checklist, launch playbook, and Deal Room workflow preview.

Reject if

The page shows only marketing claims, price cards, or vague promises without reviewable artifacts.

Owner action is obvious

Pass if

Each paid step names the manual work it replaces and the owner's next review action before confidential sharing.

Reject if

The next step depends on buyer contact, automatic outreach, ad launch, broker action, or unsupported live workspace proof.

Proof boundary is visible

Pass if

The sample clearly says it is synthetic local review evidence and blocks live paid entitlement, checkout, production delivery, buyer quality, ads, spend, and professional-advice claims.

Reject if

The demo could be mistaken for a real paid order, live buyer process, customer result, external send, or advertising approval.

Paid Valuation Report

Estimated value range

$3,298,000 - $4,947,000

Most likely: $4,120,000

Method

SDE Multiple

Basis

$970,000

Readiness

72/100

ClearAir Mechanical is a mature commercial HVAC contractor with a long operating history, repeat service revenue, and a team large enough to support transition planning. The business shows the profile buyers usually want to understand first: revenue scale, normalized owner earnings, technician capacity, and whether customer relationships can transfer without the founder driving every account.

The valuation range is grounded in normalized SDE and cross-checked against EBITDA. The report does not assume a guaranteed buyer or final sale price. It gives the owner a documented planning range, the issues buyers are likely to probe, and the work required before exposing confidential information.

Action Plan and Buyer Risks

1

Build a normalized earnings schedule

Document SDE, EBITDA, add-backs, owner salary, and one-time expenses in a buyer-readable table.

Improves confidence in the earnings base used for valuation.

2

Separate recurring service from project revenue

Show maintenance agreements, renewal cadence, top recurring accounts, and gross margin by work type.

Supports the higher end of the multiple range.

3

Document the technician and license bench

Prepare a roster covering tenure, certifications, licenses, compensation bands, and retention risks.

Reduces buyer concern about labor continuity.

4

Write the owner transition map

List every owner responsibility and name who can handle it after closing or during transition.

Makes the business easier to transfer.

Seller Launch Kit

Anonymous buyer teaser

Established commercial HVAC contractor in a major Texas metro with nearly two decades of operating history, meaningful revenue scale, repeat service demand, and a field team in place. Ownership is exploring a confidential transition with buyers who can preserve service quality and support the next phase of growth.

CIM executive summary

ClearAir Mechanical is a long-tenured commercial HVAC contractor serving the Dallas-Fort Worth market. The company combines repeat service work, project capability, and a field team that can support continuity after an ownership transition.

The package is positioned for owner review before exposure: recurring maintenance demand, practical operational upside, and a transition story that needs source-document support. The seller should review and confirm all operational claims before any confidential sharing.

Growth Planning Notes

The owner-review growth plan centers on documenting the established service base, retaining key field employees, and improving operational systems before any confidential sharing. Upside may come from maintenance contract penetration, route density, dispatch optimization, and selective add-on service lines.

The seller package should prove the quality of recurring work, the depth of the team, and the specific handoff plan for owner-managed relationships.

Outreach drafts only

The email and direct-message drafts are for owner review and manual sending. DealPilot does not contact buyers, run ads, or spend money from this page.

Email subject

Confidential HVAC transition overview - owner-reviewed teaser

Diligence and Deal Room Preview

Financials

  • Three years of financial statements
  • Tax returns
  • SDE add-back schedule
  • Revenue by service line

Customers

  • Top customer list
  • Contract or maintenance agreement copies
  • Retention history
  • Customer concentration summary

Operations

  • Technician roster
  • Dispatch workflow
  • Vendor list
  • Equipment and vehicle schedule

Legal and Compliance

  • Licenses
  • Insurance policies
  • Safety records
  • Material contracts

Deal Room workflow

When the monthly workspace is active, the owner can track buyer source, NDA status, diligence, offers, closing tasks, and messages in one place. This demo previews the workflow without creating live buyer records.

Owner-Led Sale Roadmap

  1. 1

    Confirm valuation range

    Use the report as the planning baseline, then update it as cleaner financial detail is gathered.

  2. 2

    Build the seller package

    Turn the numbers and business story into CIM-style materials and an anonymous teaser.

  3. 3

    Prepare diligence

    Organize the records buyers will request before confidential conversations begin.

  4. 4

    Choose outreach channels

    The owner decides whether to use personal outreach, marketplaces, advisors, or other channels.

  5. 5

    Control confidentiality

    Share identifying detail only after NDA review and owner approval.

  6. 6

    Compare offers

    Track price, structure, financing, transition terms, contingencies, and closing certainty.

  7. 7

    Move to close

    Coordinate legal documents, diligence responses, final approvals, and handoff steps.