NAPKINDeals
Beta — Early Access

Take-Private Signal Intelligence

AI-powered screening of 5,000+ public companies for take-private candidacy. Built for PE firms, hedge funds, and investment banks.

Apply for Access
5,000+
Companies
7
AI Sub-Scores
Daily
Signal Refresh

Platform Capabilities

Everything you need to source take-private opportunities

From SEC filing intelligence to AI-driven scoring, our platform covers the full workflow for identifying and evaluating take-private candidates.

AI Composite Scoring

7-factor scoring model blending quantitative analysis with Claude AI qualitative assessment. 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 estimated entry multiples, debt capacity, equity checks, and projected IRR 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.

Scoring Methodology

Two-layer AI scoring for every company

A quantitative layer computes deterministic metrics from financial data. An LLM layer (Claude) provides contextual judgment. The composite score blends both.

7 Score Dimensions

25%
ValuationUndervaluation vs. intrinsic value and peers
20%
Free Cash FlowCash flow strength and predictability
15%
Debt CapacityRoom for LBO leverage (4-6x EBITDA)
10%
GovernanceGovernance weakness = easier acquisition
10%
Activist PressureActivist involvement as catalyst
10%
Strategic ValueHidden assets, sum-of-parts, buyer interest
10%
Market PositionMoat, recurring revenue, defensibility

Pre-Built Screening Presets

Classic PE

Low P/E, strong FCF, manageable debt — the traditional LBO candidate profile.

P/E < 15EV/EBITDA < 10FCF Yield > 5%Debt/EBITDA < 3x

Activist / Event-Driven

Companies under activist pressure with catalysts for change.

Recent 13D filingActivist score > 60Proxy fightsBoard changes

Strategic

Sum-of-parts discount, recurring revenue, and strategic buyer appeal.

Recurring rev > 60%Strategic score > 65Sum-of-parts gapHidden assets

Data Infrastructure

Institutional-grade data, refreshed daily

We combine premium financial APIs with free SEC EDGAR data to build the most comprehensive picture of every take-private candidate.

Financial Modeling Prep

  • 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 EDGAR

  • 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

Built For

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.

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.