a Sagan program for QoE providers · currently in private beta

A QuickBooks export lands Friday — by Monday you're still chasing tie-outs.

You run Quality of Earnings for PE buyers. A QuickBooks export, a trial balance PDF, a tax return, a custom Excel from the seller's controller — normalized into your QoE databook template. An AI agent delivers Phase 1 in 2–3 days.
Get early access → See the math
before
5 days
Phase 1 cycle time
after
2 days
normalized into your databook
recovered
3 days/engagement
returned to real diligence
QuickBooks export → parsed · trial balance PDF → extracted · tax return → mapped · custom Excel → normalized · databook → populated · add-backs → ready · QuickBooks export → parsed · trial balance PDF → extracted · tax return → mapped · custom Excel → normalized · databook → populated · add-backs → ready ·  QuickBooks export → parsed · trial balance PDF → extracted · tax return → mapped · custom Excel → normalized · databook → populated · add-backs → ready · QuickBooks export → parsed · trial balance PDF → extracted · tax return → mapped · custom Excel → normalized · databook → populated · add-backs → ready · 
the problem

You can't start
real diligence
until Phase 1
is clean.

It's mid-week of a five-week engagement. The client call is Thursday. Phase 1 isn't done. A QuickBooks export, a trial balance PDF, and a custom Excel the seller's controller built in 2019 still don't tie.

Nothing downstream starts until those numbers tie. Add-back review, working-capital reconciliation, earnings normalization — all of it waits. You burn Thursday's call explaining where you are, instead of asking the questions the deal turns on.

01
Phase 1 gates everything

Client calls, add-back review, working-capital reconciliation, earnings normalization — nothing starts until the databook is populated and the numbers tie.

02
Senior judgment, spent on format conversion

Senior analysts burn 40+ hours per engagement re-keying numbers between formats. Time off the analysis, off the client call, off the issues the deal turns on.

03
Every seller's files land in a different shape

A QuickBooks export one engagement. A tax return the next. A POS extract. A custom Excel a bookkeeper built eight years ago. No two Phase 1s look alike.

the math, if you want to look

30 engagements. 40 hours of Phase 1 each.
1,200 hours a year you can't get back.
$150K of senior capacity, buried in format conversion.

ENGAGEMENTS / YR
30
HRS / PHASE 1
40
HRS LOCKED / YR
1,200
$ CAPACITY LOCKED
$150K

30 × 40 × $125/hr loaded = $150K of senior capacity burned on format conversion every year. That's the floor. Compress Phase 1 by a week and each senior ships one more engagement per quarter. At $35K average fee, that's $140K/yr per partner in recovered throughput.

how it works

Your databook, already standardized.
One new step before the analyst touches it.

step 01
Seller materials arrive

Whatever format lands — a QuickBooks export, a trial balance PDF, a tax return, the controller's custom Excel.

step 02
The agent normalizes

Accounts mapped to your databook template. Periods aligned. Tie-outs run. The populated databook lands in your inbox.

step 03
Analyst reviews

Every cell links back to its source. The analyst spot-checks and signs off. No re-keying.

step 04
Diligence starts on day 3

Add-back review, working-capital reconciliation, earnings normalization, management discussions. The work that earns the fee.

agent · phase 1 console
agent: engagement #2811 received · 14 files · mixed formats
·· parsing QB_export_TTM.qbo · 3 years · 412 accounts
·· extracting trial_balance_FY24.pdf · 2 pages · OCR clean
·· mapping 2023_tax_return.pdf · depreciation schedule linked
·· normalizing custom_financials.xlsx · seller controller tabs
·· aligning to template · databook · 2026 template
·· running tie-outs [47] · 47 passing
agent: databook populated · sent to analyst@
—
cycle time: 2d 04h_
who this is for

Is this for you?

built for you if
  • ✓You run a CPA firm or advisory practice delivering Quality of Earnings (QoE) reports to PE buyers
  • ✓5–25 QoE professionals on staff
  • ✓20+ LMM buyer engagements per year
  • ✓Your Excel databook template is standardized
  • ✓Phase 1 is the bottleneck on how fast engagements move
not for you if
  • —You run a handful of transaction diligence engagements a year
  • —Your work is audit or attest, not transaction diligence
  • —You rebuild the databook from scratch every engagement
  • —You already offshore Phase 1 and it's working
pricing

Straightforward.
No retainer. No surprises.

to build
$500
One-time. Scoped, built, and deployed in about two weeks.
then
usage-based
Pay when the agent runs. No seats, no subscription floor.

Full rate card and terms live on the program site → shipyourweekendproject.com

waitlist · private beta

Start diligence
on day 3.

1,200 hours a year. $150K of senior capacity. One more QoE engagement per quarter per partner. A small cohort of Quality of Earnings teams is onboarding this quarter.

Get early access →