Institutional Intelligence
Take-Private
Signal Intelligence
AI-powered screening of 5,000+ public companies for take-private candidacy. SEC filings, governance analysis, activist tracking, and LBO modeling — built for PE firms, hedge funds, and investment banks.
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5,000+
Companies
7
AI Sub-Scores
6 hrs
Signal Refresh
0
0
0
0
Everything you need to source take-private opportunities
AI Composite Scoring
7-factor scoring model blending deterministic financial metrics with an AI layer that reads filings, proxies, and management commentary. Every company gets a 0-100 take-private attractiveness score.
Real-Time Signals
Track 13D filings, activist stake changes, price drops, board shakeups, and governance events as they happen. Never miss a catalyst.
LBO Quick Model
Instant back-of-envelope LBO analysis with indicative entry multiples, debt capacity, and equity check sizing for every candidate.
Governance Analysis
Board composition, anti-takeover provisions, insider ownership, and dual-class structures parsed from DEF 14A proxy statements.
Activist Tracking
13D/13G filings monitored every 6 hours. Track activist positions, stated intent, ownership changes, and threat levels.
SEC Filing Intelligence
Automated parsing of 10-K, 10-Q, DEF 14A, and Schedule 13D/13G filings. XBRL financial data extraction with cross-period normalization.
Two-layer AI scoring for every company
A quantitative layer computes deterministic metrics from financial data. An LLM layer provides contextual judgment. The composite score blends both.
7 Score Dimensions
Pre-Built Screening Presets
Classic PE
Low P/E, strong FCF, manageable debt — the traditional LBO candidate profile.
Activist / Event-Driven
Companies under activist pressure with catalysts for change.
Strategic
Sum-of-parts discount, recurring revenue, and strategic buyer appeal.
Institutional-grade data, refreshed daily
Fundamentals & Market Data
- Company profiles, income statements, balance sheets
- Key ratios, enterprise values, historical prices
- Stock screener and M&A data
- Batch endpoints for efficient data collection
SEC Filing Intelligence
- 10-K / 10-Q via XBRL JSON for structured financials
- DEF 14A proxy statements for governance data
- 13D / 13G filings for activist positions and intent
- RSS feed monitoring every 6 hours for new filings
Designed for institutional buyers
PE Firms
Classic LBO candidates with strong cash flows and manageable debt profiles.
Hedge Funds
Event-driven opportunities around activist campaigns and governance catalysts.
Investment Banks
Pipeline generation for M&A advisory and take-private transaction coverage.
Family Offices
Long-horizon opportunities in undervalued public companies with strategic assets.
Institutional Access
Purpose-built for PE firms, hedge funds, investment banks, and family offices that need programmatic access and dedicated support.
Full API Access
RESTful API with complete access to scores, signals, filings, and screening data. Build custom workflows and integrate with your existing systems.
Custom Dashboards
Configurable views tailored to your investment strategy. Save custom screens, watchlists, and scoring criteria for your team.
Bulk Export
Export full datasets in CSV, Excel, or JSON. Scheduled exports to your data warehouse or cloud storage for downstream analysis.
White-Glove Onboarding
Dedicated account manager, custom scoring calibration, and priority support. We tailor the platform to your investment thesis.
See it in action.
Walk through the platform with our team. We'll show you how the scoring engine works on real candidates in your target universe.
This section is intended for informational purposes only and does not constitute a securities offering. Napkin Deals is not a registered broker-dealer, investment advisor, or FINRA member. All analysis is AI-generated and should not be relied upon as financial advice. Users must conduct independent due diligence.