The Operating System for SMB Acquisitions
Centralize deal flow, automate fit scoring, and manage diligence in one unified SaaS platform.
- Unified Deal Pipeline
- Automated Fit Scoring
- Operational Health Monitoring
Built for searchers, micro-PE, and founders closing SBA loans at scale.
Stop Managing Deals in Spreadsheets
The Old Way
- Scattered deal flow across emails, DMs, and generic CRM.
- Manual screening that wastes hours on low-fit opportunities.
- Zero visibility into agent activity or ingestion health.
The Forge95 Way
- Centralized workspace for your entire deal team.
- Automated AI fit-grading based on your specific criteria.
- Real-time monitoring of ingestion status and system health.
Built for Operators, Not Excel Tourists
If you're raising, buying, or selling, this is the model that turns your story into numbers lenders trust.
Everything You Need to Close Deals Faster
Platform Capabilities:
- Unified Deal flow tracking across all platforms
- AI-powered opportunity fit tiers and confidence scoring
- Customized Buyer Profiles for automated screening
- Task-based diligence checklists with document storage
- Real-time ingestion and health monitoring
- Historical performance analytics and audit logs
Accessibility
Cloud-native, real-time collaboration
Data Security
Enterprise-grade encryption & audit logs
Pricing
Fixed, value-based pricing. No hourly surprises.
Starter
$199/mo
Perfect for individual searchers and small deals.
- Up to 25 opportunities
- 100 AI credits/mo
- Basic fit scoring
Pro
$499/mo
For active buyers and growing portcos.
- Up to 100 opportunities
- 500 AI credits/mo
- Advanced custom scoring
Team
$1,499/mo
Enterprise deal flow for micro-PE and teams.
- 1,000+ opportunities
- 5,000 AI credits/mo
- API access & audit logs
Annual billing available with 2 months free. Enterprise custom limits upon request.
5 Steps. No Drama.
Instant Estimate(60 sec)
get price based on deal flow
Intake
pull P&L/BS/CF, bank statements, platform exports (Shopify, Stripe, Amazon)
Build
3-statement + scenarios + DSCR
Walkthrough(60 min)
decisions, levers, risks
Revision & Finalize
lender/investor-ready package
(10–12 bullets checklist)
Funding Wins & Better Decisions
“$1.7M SBA loan approved—DSCR passed on first review.”
“Killed a bad deal; saved $400k in future pain.”
“E-com model exposed inventory cash crunch; fixed before Q4.”
What You Get Here That Templates Can't
AI-Powered Fit Scoring
Instant tiers based on your specific investment criteria.
Centralized Deal Pipeline
Manage opportunities from ingestion to LOI in one place.
Integrated Diligence
Collaborative checklists and secure document storage.
Operational Health Checks
Real-time visibility into ingestion and system performance.
Free Download: SMB Deal Modeling Checklist
The 18 items banks and investors look for (and founders miss).
Frequently Asked Questions
Get an Instant Estimate for Your Deal Flow
No calls, no waiting. See how much you can save with Forge95 today.
Pricing Calculator
Number of new deals ingested and scored per month.
Used for deep AI analysis and fit-grading.
Estimate Monthly (Billed Annually)
No credit card required to start.
Need a custom enterprise quote or data migration help?
Chat with our teamSee a Sample Model
Explore a redacted investor-grade financial model. See how we structure 3-statement models, forecasts, and scenarios.
Sample Financial Model Package
This view-only model includes:
- Summary dashboard with key metrics
- 3-Statement model (P&L, Balance Sheet, Cash Flow)
- 3-Year forecast with Base/Bear/Bull scenarios
- SBA-ready DSCR calculations
- KPI tracking and cohort analysis
Note: All brand names, dates, and sensitive details have been redacted. Formulas and structure are intact.
Google Sheets Model
View Sample ModelBonus: What Lenders Look For
Download our 1-page guide on what banks and investors review in financial models.
PDF Guide
Download PDF Guide