One Workspace for Buying Your First SMB
Forge95 helps self-funded searchers replace spreadsheet chaos with deal triage, fit scoring, diligence, and SBA lender-readiness in one Acquisition OS.
Built for self-funded searchers, first-time SMB buyers, and micro-PE teams evaluating $500k-$5M acquisitions.
Acquisition workspace
Search pipeline
Active deals
24
+20% vs last month
In diligence
4
2 ready for lender review
Avg fit score
82
High-fit pipeline
SBA readiness
On track
3 package gaps left
Deal pipeline
$500k-$5M targets
Sourced
18
Screened
9
LOI prep
3
Diligence
4
Lakeside HVAC
Diligence 68%
Summit Dental Lab
LOI prep
Metro Fire Safety
Financing risk
Fit score breakdown
Buy box fit, financing fit, and data confidence stay attached to every deal.
See Every Acquisition Signal in One Workspace
Pipeline, fit score, diligence progress, SBA readiness, and audit history stay attached to the deal record.
Forge95 Acquisition OS
Search Fund Workspace
Active deals
24
In diligence
4
Avg fit score
82
SBA readiness
On track
Pipeline by stage
$500k-$5M SMB targets
Lakeside HVAC Services
Fit score breakdown
Diligence progress
68%SBA readiness and financing risk
DSCR context ready. Seller note terms need lender review before final package export.
Recent activity
LOI and lender package status
Ready after tax return review
From spreadsheet chaos to deal clarity.
The old way
- Scattered deal flow across emails, DMs, and generic CRM.
- Manual screening that wastes hours on low-fit opportunities.
- Diligence notes, lender questions, and risk flags scattered across tabs.
The Forge95 Way
- Centralized workspace for every target, score, file, and next step.
- Fit grading based on your buy box, financing needs, and diligence signals.
- Clear SBA readiness, diligence progress, and activity history for each deal.
From First Look to Lender-Ready
Set Buy Box
Define target size, industry, geography, financing, and must-have criteria.
Add Opportunities
Centralize deals from brokers, marketplaces, referrals, and proprietary outreach.
Score Fit
Rank targets by buy box fit, confidence, financing risk, and missing data.
Run Diligence
Track requests, documents, questions, red flags, and owner follow-ups.
Get Lender Ready
Turn workspace data into SBA readiness, DSCR context, and lender package outputs.
Keep every deal, score, diligence item, and financing question in one operating system.
The Acquisition Workflow, In One Place
Deal pipeline for new, screened, active, LOI, and diligence-stage targets
Buy box scoring that explains fit, confidence, and disqualifying risks
Opportunity workspaces with notes, tasks, documents, and decision history
Diligence checklists tied to the questions first-time buyers actually face
SBA readiness outputs for DSCR, financing risk, and lender package status
Audit trail for how each deal moved from first look to go/no-go decision
Accessibility
Shared workspace for active buyers and advisors
Data Security
Workspace isolation, document controls, and audit logs
Proof Points That Match Finished Acquisition Work
“Completed a scored-fit objective before diligence started, with Buy Box fit, red flags, and next actions in one place.”
“Turned SBA financing risk into a lender-readiness objective instead of another loose note in the pipeline.”
“Kept diligence gaps, broker follow-up, notes, tasks, and lender artifacts tied to a visible decision trail.”
Pricing for Completed Acquisition Objectives
Choose workspace access plus included objective capacity for scored fit, diligence gaps, lender readiness, broker follow-up, and decision-ready next actions.
Starter
$199/mo
For individual searchers who need focused deal triage and one visible acquisition-work system.
- Up to 25 active deals
- 3 standard objective runs/month
- Buy Box fit scoring and red-flag triage
- Starter diligence gaps and next-action brief
- workspace access and model usage sized for one buyer
Pro
$499/mo
For active buyers turning diligence, lender readiness, and broker follow-up into finished artifacts.
- Up to 100 active deals
- 10 standard objective runs/month
- workspace collaborators for advisor review
- Diligence risk memo and lender-readiness package outputs
- Broker follow-up and source-backed next actions
Team
$1,499/mo
For acquisition teams that need governed objective capacity across shared deal flow.
- 1,000+ active deals
- 25 standard objective runs/month
- team controls, roles, and audit logs
- Objective-capacity review before checkout
- API access for pipeline and artifact reporting
Annual billing is available with 2 months free. Existing plan IDs stay tied to workspace tiers; future objective packs and model-usage policies will be surfaced separately before checkout.
Built for Searchers Who Need a Real Acquisition Workspace
Keep the buy box, deal notes, fit score, diligence work, and financing risk visible before a weak opportunity burns weeks of attention.
What You Get Here That Templates Can't
AI-Powered Fit Scoring
Clear tiers based on your buy box, financing plan, and missing diligence data.
Centralized Deal Pipeline
Manage opportunities from ingestion to LOI in one place.
Integrated Diligence
Checklists, files, questions, and status tracking stay tied to each opportunity.
Lender-Readiness Outputs
Financing risk, DSCR context, and lender package status come from the workspace.
Free Download: First-Time Buyer Deal Triage Scorecard
The pre-LOI checks that help searchers spot fit, diligence gaps, and SBA financing risk before a deal eats the calendar.
Frequently Asked Questions
Plan Objective Capacity Around Your Deal Flow
Match active deals, included objective runs, lender-readiness work, broker follow-up, and team review needs to the pace of your search.
Objective Capacity Estimator
Number of opportunities kept live for scoring, diligence, and lender-readiness work.
Standard runs cover finished work such as scored fit, diligence gaps, lender readiness, broker follow-up, or decision-ready next actions.
Estimate Monthly (Billed Annually)
Workspace tier pricing is separate from future model-usage policies.
Need team controls, objective-capacity planning, model-usage boundaries, or migration context?
Chat with our teamSee the Lender-Readiness Output
Forge95 can turn an opportunity workspace into financing context, forecast assumptions, and lender package artifacts when a deal is ready for deeper review.
Example Workspace Output
This view-only example shows outputs that can come from a well-maintained acquisition workspace:
- Deal summary with key acquisition metrics
- Forecast assumptions connected to diligence findings
- Base, downside, and upside operating cases
- SBA readiness and DSCR context
- Lender package notes and open diligence gaps
Note: All brand names, dates, and sensitive details have been redacted. Formulas and structure are intact.
Example Workspace Export
View Example OutputBonus: What Lenders Look For
Download the 1-page guide to the diligence signals, financing questions, and risk flags that matter before lender review.
Buyer Readiness Guide
Download PDF Guide