Operated by STOC
Our team operates the software and delivers the analysis. Your team does not need to learn or license anything new.
Technology at STOC
Technology for every stage of the acquisition lifecycle.
STOC builds proprietary intelligence into every stage of the deal. Strata powers our quality of earnings and financial diligence. Sourcing OS turns market intelligence into targeted sourcing and owner outreach.
Where each platform fits
From diligence to the next acquisition.
Strata covers diligence through post-close reporting. Sourcing OS finds and engages the next target. The same data moves from one to the other.
01
Evaluate the target
Financials mapped, recast and adjusted.
Strata02
Benchmark
Measured against the businesses you own.
Strata03
Close and integrate
Reporting moves into platform financials.
Strata04
Map the next market
Every company in the thesis, found and tiered.
Sourcing OS05
Engage owners
Sequences run through the tiered list.
Sourcing OS06
Inform the next deal
What we learn shapes the next search and diligence.
BothResults from each deal are saved, so the next search and the next diligence start with more information.
Strata
Financial diligence built for buy-and-build.
PORTFOLIO
Measure each target against what you own.
Every engagement sits on one platform, with headline metrics across the portfolio and sector benchmarks drawn from completed and in-flight QoEs.
DATA UPLOAD
One intake for the full data request.
Files upload in any format or sync from QuickBooks Online, NetSuite and Sage, tracked against a document checklist.
FINANCIAL FOUNDATION
One chart of accounts for every target.
Every account is mapped to a standard structure by period, entity and location, viewable annually or monthly, in dollars or as a percentage of revenue.
QUALITY OF EARNINGS
Every adjustment, fully supported.
Management, due diligence and pro forma adjustments, each with its methodology, the deal team’s commentary and its impact on EBITDA.
TRANSACTION ISSUES
The findings that move price or terms.
Each risk is written up with what was found, why it matters and the recommended path forward.
VALUATION
The price, tested under every EBITDA case.
The purchase price measured against underwritten, management-adjusted, QoE and synergy-adjusted EBITDA.
REPORTING
A databook and an IC-ready deck.
The Excel databook and the FDD presentation generate from the same data, so every figure ties back to the source.
Sourcing OS
Target sourcing and owner outreach for private equity.
INTAKE
Start from an approved brief.
Every search begins with an intake form: sector, consolidation landscape, target criteria and geography, approved before any data is collected.
SCRAPE
Map the entire market.
Keywords, states and exclusion terms run across every source, and results are deduplicated into one clean table.
TRANSFORMATION
Clean it into one table.
Raw results are cleaned into a single table, with website, reviews, rating, category and social profiles for every company.
INTELLIGENCE
See every target on the map.
Targets are placed by metro area, so the team can see where companies cluster and which have been contacted.
TIERING
Rank the market with AI.
Describe the ideal target in plain language. AI turns it into weighted criteria and ranks every company into Tier 1, 2 and 3, with each weight adjustable before it is applied.
ENRICH
Reach the decision-makers.
Owners and operators are matched to work email and phone, row by row, from the sources you choose.
OUTREACH
Sequence through the tiered list.
Email sequences run through the tiered list, starting with Tier 1, and every send, reply and opportunity is tracked by campaign.
How it’s delivered
STOC runs the platforms on your deal.
Your data stays yours
Target lists and diligence files belong to the fund and carry over to the next engagement.
Traceable to source
Every number links back to the account, transaction or document it came from.
See the platforms in action.
Start with the product tours, then reach out to schedule a discovery session or a live demonstration with our team.
Strata
Strata · Transaction Advisory Services
One Quality of Earnings platform, from kickoff through close.
STOC’s proprietary diligence platform, built for faster, more consistent underwriting across complex buy-and-build targets.
Product tour
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Sample data · click a screen to enlarge
Platform overview
Each deal makes the next one faster.
Every diligence engagement answers the same questions: how the accounts map, which earnings adjustments apply, what drives performance and what the documents support. Strata keeps that work in one database, so the next target starts from what was already built.
- Source exports parse straight into a standardized GL and trial balance
- Dashboards and insights ready as soon as data enters the build
- One live Databook, no version management or workbook links required
- Active deals benchmarked against every deal delivered
Architecture
What’s inside Strata.
For repeat acquirers
Benchmarks improve with every acquisition.
Launch each engagement from an established baseline.
Recurring accounting treatments, cost categories and operating patterns become easier to recognize deal after deal. STOC starts from proven data structures and prior analysis, then investigates what is specific to the new target.
Measure each target against the existing portfolio.
A higher margin becomes a question to answer. Does it reflect a different service mix, a more efficient model, or a difference in how costs are recorded? A common financial structure makes the comparison possible.
Maintain the depth behind the benchmark.
Historical financials, recast statements, adjustments and schedules sit in one place, so any gap against the portfolio can be traced to the accounts behind it.
Shorten the timeline on every acquisition.
Each engagement starts from existing templates and prior work, so it launches faster and takes less time to review.
What changes
What changes for a repeat acquirer.
What this replaces
- Diligence work shelved once the deal closes
- Every new target evaluated from scratch
- Findings evaluated in isolation
- A hand-off between diligence and integration
- Timelines that reset with every deal
What this enables
- One database with every acquisition’s financials
- An established baseline for each new target
- Benchmarks against businesses already in the portfolio
- Source documents behind every comparison
- Financials ready for platform reporting at close
From target to platform
Seven steps, the same for every target.
The steps stay the same while the analysis adapts to each target, so timelines and deliverables are predictable.
- 1Ingest target data
- 2Standardize the financial framework
- 3Apply adjustments
- 4Evaluate performance
- 5Benchmark against the portfolio
- 6Integrate within the platform
- 7Inform the next deal
End state: a well-supported assessment of every target, and a business ready to report alongside the rest of the platform.
Explore Strata.
Schedule a discovery session or a live demonstration of the buy-and-build experience with our team.
Sourcing OS
Sourcing OS · Corporate Development Support
Build, enrich and monitor every target in the market.
The platform behind STOC’s Corporate Development Support. It finds every company in a target market, identifies the owners and runs email outreach.
Product tour
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Click a screen to enlarge
How a search runs
From a full market to a signed LOI.
STEP 1 OF 7
Map the market
IndependentMulti-locationFranchise
0targets mapped
Illustrative data
System overview
01 / 08What’s inside Sourcing OS.
What changes
Replaces list vendors and spreadsheets.
What this replaces
- Static list providers like ZoomInfo and Apollo
- Disconnected enrichment tools
- Spreadsheet-based tracking
- Siloed CRM workflows
- Manual prioritization
What this enables
- Every company in the market, in a list the fund owns
- Verified contact details for owners
- Targets ranked automatically
- Outreach sent from the same system
- Replies and meetings tracked by campaign
Use it across your portfolio.
Schedule a discovery session or request a deeper walkthrough of the platform with our team.