I'm an investor/buy-side user
I'm from a sell-side company
I'm not from the buy or sell sides of a deal
Home
DEMO COMPANY
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Welcome to Verified Metrics
Are you from the buy-side or sell-side of a deal?
Look out for an invite from your investor
If your investor/buy-side partner are Verified Metrics users, they will follow up with you soon and
send an invite link. You will be able to use this link to sign up to Verified Metrics.
For additional help, please contact
sales@verifiedmetrics.com
Book a demo
Verified Metrics helps investors and buy-side partners streamline their due diligence processes with companies. If you are interested in using Verified Metrics, please book a demo to get started.
Welcome to Verified Metrics
We help investors and buy-side collaborators like you verify your sell-side companies' metrics and automate your due diligence and transaction advisory needs
Get startedVerify these details about your organization
Please verify that these details about your organization are correct or update
any inaccurate information below.
Your organization includes you and your collaborators on the
buy-side of your deals
Let's invite a user to your organization
Your organization's users will have “Full Access” to {{my_org.value['org/display-name']}}'s Verified
Metrics organization. This means they can add companies to this organization, as well as access data
and create models from {{my_org.value['org/display-name']}}'s current and future sell-side
companies.
You can also invite additional users to {{my_org.value['org/display-name']}}
later.
You're all set!
To get started, take a look at the demo company or create a company to conduct due diligence on.
You are now part of {{my_org.value['org/display-name']}}'s organization - this mean you have access to any of {{my_org.value['org/display-name']}}'s sell-side companies. Companies you add to Verified Metrics will also be shared with other organization users in {{my_org.value['org/display-name']}}.
To get started, take a look at some of {{my_org.value['org/display-name']}}'s sell-side companies or create your own to conduct diligence on.
Welcome to Verified Metrics
You're just one step away from simplifying reporting and due diligence with
{{inviting_buy_side_org_name.value}}.
With Verified Metrics, you can also automate your financial workflows to save hours of your
time.
Verify these details about your company
Please verify that these company details are correct or update any inaccurate information below
Tell us a bit about yourself
Verified Metrics will use these details to help your buy-side partner/investor more easily identify you
Next, let's share data with {{inviting_buy_side_org_name.value}}
Accounting and banking data that you connect to Verified Metrics will be automatically shared with {{inviting_buy_side_org_name.value}} to help them streamline their due diligence process.
Connect your accounting data
Connect your Xero/QuickBooks account to automatically share accounting data with {{inviting_buy_side_org_name.value}}. This data will be used to verify your reported finances.
Accounting data connected!
You can connect more of your entities later to make sure {{inviting_buy_side_org_name.value}} has a full picture of your finances.
{{_['source.company/name']}}
{{_['source/authz']['oauth/user']['oauth.user/email']}}
+ {{authorized_accounting_sources.data.count() - 4}} more entities
Connect your bank business account
Connect your business bank account to automatically share banking data with
{{inviting_buy_side_org_name.value}}. This data will be used to verify your reported bank balances
*Currently only available for US bank accounts
Banking data connected!
You can connect more of bank business accounts later
{{_['source.company/name']}}
{{_['plaid/item']['plaid.item/institution']['plaid.institution/name']}} • {{_['plaid/item']['plaid.item/banking-accounts'].count()}} accounts
+ {{banking_accounting_sources.data.count() - 4}} more bank business accounts
You're all set!
{{inviting_buy_side_org_name.value}} will now begin the process of reviewing the information you
have provided.
In the meantime, you can connect additional company data to give
{{inviting_buy_side_org_name.value}} a complete financial picture of
{{my_org.value['org/org-display-name']}}, and create some models to help automate your own
financial workflows.
Connect your company data later
Make sure to complete setting up your company by connecting accounting and banking data in
Verified Metrics.
This ensures that {{inviting_buy_side_org_name.value}}
has the information they need to review your company.
Connect all bank accounts
Please give access to all accounts under a bank account in order for the diligence process
to go smoothly. Otherwise, your investors/buy-side partners may reach out to you about discrepancies and
gaps in financial data.
Click "Continue" to securely connect your banking data via Plaid.
Click "Continue" to securely connect your banking data via Plaid.
Select an app to connect
{{my_org.value['org/display-name']}}
Organization users
Invite new user
Your organization users will be able to access the companies that you create and manage other organization
users.
You will also be able to access the companies that other users in your organization create.
User
Status
Revoke user's access?
Are you sure you want to revoke access to {{target_company.value}} from {{target_email.value}}?
After revoking access, {{target_email.value}} will no longer be able to access and manage the {{target_company.value}} organization, its data, and its users. You can reinstate access at a later time.
After revoking access, {{target_email.value}} will no longer be able to access and manage the {{target_company.value}} organization, its data, and its users. You can reinstate access at a later time.
Reinstate user's acess?
Are you sure you want to reinstate {{target_email.value}}'s access to {{target_company.value}}?
This will allow them to access and manage the {{target_company.value}} org, and access the companies that it has access to.
This will allow them to access and manage the {{target_company.value}} org, and access the companies that it has access to.
{{_['ginoco.user/email']}} (You)
Active
Active
Disabled
Are you sure?
Are you sure you want to cancel this invitation to join {{target_company.value}}?
{{target_email.value}} will not be able to use the previously sent link to create an account.
{{target_email.value}} will not be able to use the previously sent link to create an account.
{{_['ginoco.invitation/recipient']['ginoco.user/email']}}
Invite sent
Home
Add a company to get started or explore Verified Metrics' features with a demo company
You still need to connect your company's data
Connect your company's accounting and banking data to help streamline reporting and due diligence
with {{inviting_buy_side_org_name.value}}.
Company
Action
SET UP YOUR COMPANY
{{((authorized_accounting_apps.data.hasItems().toBool()*33)+(authorized_banking_apps.data.hasItems().toBool()*33)+(my_org_users.value.count()>1)*33)}}%
Connect accounting data
Connect banking data
Invite organization members (optional)
COMPANY SET UP COMPLETE!
Connect accounting data
Connect banking data
Invite organization members (optional)
Connection
Status
{{_['merge/integration']['merge.integration/name']}}
{{_['merge.linked-account/email']}}
Connected
Not connected
You have no active companies.
To view companies here,
click "Add a company" or
unarchive your companies in the "Archive" tab
Home
Your archived companies are excluded from the default "Companies" tab on your home page. You can unarchive these companies at any time to restore them to the "Companies" tab.
Company
Action
You have no archived companies
Account settings
Account
Your account
Your Verified Metrics account is linked with your Google Xero account
Manage your account
{{ginoco_user.data['ginoco.user/email']}}
Google Sheets
Your Google Sheets connection keeps your Google Sheets models updated with the latest data
Connect Google Sheets again to refresh your models and get up-to-date data
Google Sheets is connected
Google Sheets is loading...
Google Sheets is not connected
Made for
{{create_flow_type.value['flow/name']}}
{{create_flow_type.value['flow/description']}}
Resend request to share data?
Are you sure you want to resend the request to {{target_email.value}} to share {{target_company.value}}'s data with {{my_org.value['org/display-name'] || my_org.value['org/domain']}}?
AI-powered
General
Website:
{{org_website.value}}
Socials:
LinkedIn
Crunchbase
Facebook
Instagram
Founded: {{investment_analysis.data['enrich_business']['founded']}}
Based In: {{investment_analysis.data['extract_business_details']['business_address_country']}} {{investment_analysis.data['extract_business_details']['address_country']}}
Industry: {{investment_analysis.data['extract_business_details']['industry']}}
Type: {{investment_analysis.data['enrich_business']['type']}}
Description
{{investment_analysis.data['extract_business_details']['business_description']}}
Investor Summary
Business Model
{{investment_analysis.data['write_investor_summary']['business_model']}}
Growth Opportunities
- {{$value}}
Biggest Risks
- {{$value}}
Funding Recommendation
{{investment_analysis.data['write_investor_summary']['funding_recommendation']}}
Competition
Landscape
{{investment_analysis.data['write_investor_summary']['competitive_landscape']}}
Diligence Focus Areas
- {{_['area'].humanize()}}: {{_['explanation']}}
- {{_['area'].humanize()}}: {{_['explanation']}}
- {{_['area'].humanize()}}: {{_['explanation']}}
- {{$key.humanize()}}: {{$value}}
General
Founded
{{investment_analysis.data['enrich_business']['founded'] ? investment_analysis.data['enrich_business']['founded'] : 'Unavailable'}}
Based In
{{(investment_analysis.data['extract_business_details']['business_address_country'] || investment_analysis.data['extract_business_details']['address_country']) ? (investment_analysis.data['extract_business_details']['business_address_country'] || investment_analysis.data['extract_business_details']['address_country']) : 'Unavailable'}}
Industry
{{investment_analysis.data['extract_business_details']['industry'] ? investment_analysis.data['extract_business_details']['industry'] : 'Unavailable'}}
Type
{{investment_analysis.data['enrich_business']['type'] ? investment_analysis.data['enrich_business']['type'] : 'Unavailable'}}
{{investment_analysis.data['extract_business_details']['business_description'] ? investment_analysis.data['extract_business_details']['business_description'] : 'A company description could not be generated.'}}
Available Automated Models
Bank account balances
Bank account
Current balance
{{_['plaid.banking-account/name']}}
**** **** {{_['plaid.banking-account/mask']}}
{{_['plaid.banking-account/current-balance'].toNumber().formatCurrency(' ', '.', ',', 0)}} .{{_['plaid.banking-account/current-balance'].toFixed(2).split('.')[1]}} -- {{_['plaid.banking-account/currency']}}
Data
Request access to {{org_display_name.value}}'s company data
Data request pending
Sent on {{latest_access_to_basics_request.value['ginoco.invitation/sent-at'].local_tz().toString().split(' ')[1]}} {{latest_access_to_basics_request.value['ginoco.invitation/sent-at'].local_tz().toString().split(' ')[2]}}, {{latest_access_to_basics_request.value['ginoco.invitation/sent-at'].local_tz().toString().split(' ')[3]}}
{{latest_access_to_basics_request.value['ginoco.invitation/sender']['ginoco.user/email']}} requested access to {{org_display_name.value}}'s company data from {{latest_access_to_basics_request.value['ginoco.invitation/recipient']['ginoco.user/email']}}
{{latest_access_to_basics_request.value['ginoco.invitation/recipient']['ginoco.user/email']}} has declined a request to share {{org_display_name.value}}'s company data with Merging Ventures
Accounting data connected
No connected accounting data
Banking data connected
No connected banking data
Investor Summary
Business Model
{{investment_analysis.data['write_investor_summary']['business_model'] ? investment_analysis.data['write_investor_summary']['business_model'] : 'A business model summary could not be generated.'}}
Growth Opportunities
- {{$value}}
Biggest Risks
- {{$value}}
Investor Summary
An investor summary could not be generated
Competition
Landscape
{{investment_analysis.data['write_investor_summary']['competitive_landscape'] ? investment_analysis.data['write_investor_summary']['competitive_landscape'] : 'A summary of the competitive landscape could not be generated.'}}
Diligence Focus Areas
{{$key.humanize()}}
{{$value}}
{{_['area'].humanize()}}
{{_['explanation']}}
{{_['area'].humanize()}}
{{_['explanation']}}
{{_['area'].humanize()}}
{{_['explanation']}}
Due diligence focus areas could not be generated
Funding Recommendation
{{investment_analysis.data['write_investor_summary']['funding_recommendation'] ? investment_analysis.data['write_investor_summary']['funding_recommendation'] : 'A funding recommendation could not be generated.'}}
You have not created any models yet
Connect accounting data to create sophisticated models in seconds
{{org_display_name.value}} has not connected any model-compatible accounting data yet
Request data access in the "Overview" tab in order to access {{org_display_name.value}}'s accounting data
Your data request for {{org_display_name.value}}'s
data is pending.
You can view the status of the request in the "Overview" tab
To resolve errors, connect Google Sheets again in order to refresh and recreate models Connect Google Sheets again to refresh your models and get up-to-date data
Connecting Google Sheets...
{{_['source.company/name']}}
Up-to-date
Last updated {{_.'source.snapshot/max-date'.formatDate(date_fmt)}} UTC
Model
Actions
{{this_company_flow_type.value.'flow/name'}}
{{app_types.value[_.'flow/destination'.'app/type'].'app/name'}}
Creating {{this_company_flow_type.value.'flow/category'.camelcase()}}
Creation error
Delete this {{this_company_flow_type.value.'flow/category'.camelcase()}}?
If you delete this {{this_company_flow_type.value.'flow/category'.camelcase()}}, it will no
longer auto-sync
with your data and will not be accessible through Verified Metrics. However, you will still
be able to access it through Google Drive.
Historical snapshot
Get a snapshot of your model with data as it was on a given date
Snapshot date
UTC
Min: {{earliest_possible_snapshot_date.value.toISODate()}}
Max: {{latest_possible_snapshot_date.value.toISODate()}}
Input value: {{snapshot_date.value}}
Existing snapshot dates: {{available_snapshot_dates.value.json()}}
Selected snapshot, if exists:
{{selected_snapshot.value.json()}}
Selected snapshot db/id: {{selected_snapshot.value['db/id']}}
Download snapshot
This snapshot already exists
Company Files BETA
{{_['ginoco.file/name']}}
{{_['ginoco.file/size'].formatSize()}}
{{_['ginoco.file/uploader']['ginoco.user/org']['org/domain']=='verifiedmetrics.com' ? 'Verified Metrics' : _['ginoco.file/uploader']['ginoco.user/email']}}
{{(_['ginoco.file/uploaded-at']).local_tz().toString().split('GMT')[0]}}
invoice_090817.jpg
2.1MB
Uploading 78%
TechCrunchDisrupt.mp4
3.4GB
Upload failed - please try again
Files that {{org_display_name.value}} uploads to share with you can be found here.
You can also upload files to share them with your {{my_org.value['org/display-name'] || my_org.value['org/domain']}} team members
Upload files to share them with
your {{my_org.value['org/display-name'] || my_org.value['org/domain']}} team members
Upload files here to share them with
buy-side organizations you are sharing data with
Banking Data
Connect banking data to track balances across bank accounts
{{org_display_name.value}} has not connected any banking data yet
Request data access in the "Overview" tab in order to access {{org_display_name.value}}'s banking data
Your data request for {{org_display_name.value}}'s
data is pending.
You can view the status of the request in the "Overview" tab
{{_['plaid/item']['plaid.item/institution']['plaid.institution/name']}}
{{_['source.company/name']}}
{{_['plaid.banking-account/name']}}
**** **** {{_['plaid.banking-account/mask']}}
Available Balance:
{{_['plaid.banking-account/available-balance'].toNumber().formatCurrency(' ', '.', ',', 0)}}
.{{_['plaid.banking-account/available-balance'].toFixed(2).split('.')[1]}}
--
{{_['plaid.banking-account/currency']}}
Current Balance
{{_['plaid.banking-account/current-balance'].toNumber().formatCurrency(' ', '.', ',', 0)}} .{{_['plaid.banking-account/current-balance'].toFixed(2).split('.')[1]}}
{{_['plaid.banking-account/currency']}}
--
{{_['plaid.banking-account/currency']}}
Limit Balance:
{{_['plaid.banking-account/limit-balance'].toNumber().formatCurrency(' ', '.', ',', 0)}}
.{{_['plaid.banking-account/limit-balance'].toFixed(2).split('.')[1]}}
{{_['plaid.banking-account/currency']}}
Please reconnect your bank business account to view your account balances
{{org_display_name.value}} needs to reconnect their bank business account
Accounting
Connecting new entity... Disconnecting entity...
Entity
Status
{{_['source.company/name']}}
{{_['source/authz']['oauth/user']['oauth.user/email']}}
Up-to-date
Last updated {{_['source.snapshot/max-date'].formatDate(date_fmt)}} UTC
Loading data
Connected
Connected
Shared
Not connected
Not connected
Banking
Connecting new business account...
Bank Business Account
Status
{{_['source.company/name']}}
{{_['plaid/item']['plaid.item/institution']['plaid.institution/name']}} • {{_['plaid/item']['plaid.item/banking-accounts'].count()}} accounts
Up-to-date
Last updated {{_['source.snapshot/max-date'].formatDate(date_fmt)}} UTC
Loading data
Connected
Connected
Shared
Not connected
Other BETA BETA
Loading...
Connection
Status
{{_['merge/integration']['merge.integration/name']}}
{{_['merge.linked-account/email']}}
Connected
Not connected
Add a new data source to connect {{org_display_name.value}} data
{{org_display_name.value}} has not connected any company data yet
Request data access in the "Overview" tab in order to access {{org_display_name.value}}'s company data
Your data request for {{org_display_name.value}}'s
data is pending.
You can view the status of the request in the "Overview" tab
Data Sharing
{{_['ginoco.invitation/sender']['ginoco.user/org']['org/display-name']}}
{{_['ginoco.invitation/sender']['ginoco.user/org']['org/domain']}}
{{_['ginoco.invitation/sender']['ginoco.user/org']['org/display-name']}} is requesting to access {{org_display_name.value}}'s data
{{_['ginoco.invitation/sender']['ginoco.user/email']}} sent request to {{_['ginoco.invitation/recipient']['ginoco.user/email']}}
Organization users
These users are either part of {{org_display_name.value}} or a third party representative on the sell-side
These users are either part of {{org_display_name.value}} or a third party representative who can share data about your company
Invite new userUser
Job title
Status
Revoke user's access?
Are you sure you want to revoke access to {{target_company.value}} from {{target_email.value}}?
After revoking access, {{target_email.value}} will no longer be able to access and manage the {{target_company.value}} organization, its data, and its users. You can reinstate access at a later time.
After revoking access, {{target_email.value}} will no longer be able to access and manage the {{target_company.value}} organization, its data, and its users. You can reinstate access at a later time.
Reinstate user's acess?
Are you sure you want to reinstate {{target_email.value}}'s access to {{target_company.value}}?
This will allow them to access and manage the {{target_company.value}} org, and access the companies that it has access to.
This will allow them to access and manage the {{target_company.value}} org, and access the companies that it has access to.
{{_['ginoco.user/full-name']}}
(You)
{{_['ginoco.user/email']}}
{{_['ginoco.user/email']}} (You)
{{_['ginoco.user/job-title']}}
--
Active
Active
Disabled
Are you sure?
Are you sure you want to cancel this invitation to join {{target_company.value}}?
{{target_email.value}} will not be able to use the previously sent link to create an account.
{{target_email.value}} will not be able to use the previously sent link to create an account.
{{_['ginoco.invitation/recipient']['ginoco.user/email']}}
Invite sent