PE Desk gives a healthcare deal team one workspace per target: market structure, peer benchmarks, comparable transactions, customer and competitor signals, interviews, and notes. Every figure links back to the filing, cost report, or call it came from. It runs on your own infrastructure, off public CMS data, and nothing leaves the box.
Name the target, set the thesis, drop in the financials. Every analytic downstream opens already filled in. Nobody re-keys the same revenue number into five different tools.
The target sits inside its market: structure, growth, payer mix, named competitors, and the comparable transactions that set the multiple. Read across the page, not just down it.
Filings, CMS cost reports, interviews, benchmarks, prior-engagement notes. Click any number to land on the document behind it, and hand the file to the next analyst without losing the trail.
Open a workspace per opportunity. The target profile, the market map, the comparable set, the interview log, and the diligence questions all live in one place and stay tied to the deal, so the whole team is reading the same file as it moves from sourced to close.
| Stage | N | EV | → prior |
|---|---|---|---|
| Sourced | 14 | $3.2B | — |
| Screened | 9 | $2.1B | 64% |
| IOI | 4 | $1.4B | 44% |
| LOI | 2 | $680M | 50% |
| SPA | 1 | $450M | 50% |
| Closed | 1 | $450M | 100% |
| Hold | 3 | $1.2B | — |
Every workspace carries the same analytic surfaces, run on public data and your own inputs. No add-on modules, no per-seat math, no waiting on a data vendor; the deal team opens the file and the analysis is already there.
EBITDA, MOIC and IRR distributions across thousands of trials, with driver attribution.
Entry to exit, decomposed into the operating levers that get you there.
Any hospital read against its HCRIS cost-report cohort on 15 operating metrics.
Reference transactions and public comps matched to the target by profile distance.
Per-quarter breach probability and equity-cure sizing under rate and EBITDA shocks.
CMS, OIG and payer dates mapped to the specific thesis driver each one moves.
Forecast reliability, comp structure, tenure and prior-role track record, scored.
Every figure on every surface cites the public document it was computed from.
A profile pulls the company, its market, its competitors, and its customers onto one screen so a reviewer can read the whole commercial picture in a sitting. Figures below are an illustrative example; in the app every row links to its source.
| Revenue | $418M |
| Locations | 62 sites |
| Ownership | Sponsor-backed |
| Mgmt tenure | 4.2y avg |
| TAM | $28B |
| Growth (5y CAGR) | +7.4% |
| Top-3 share | 31% |
| Reg exposure | Moderate |
| Peer count | 14 |
| Peer median EV/EBITDA | 11.4x |
| Pricing position | Premium |
| Edge | Network density |
| Net retention | 108% |
| Top-10 concentration | 34% |
| Referral velocity | +12% QoQ |
| Churn flags | 3 |
The workspace ships loaded with CMS public data and reads SEC filings out of the box. Add your own research, interviews, and engagement notes alongside them. Nothing you add is sent anywhere; the file stays on your infrastructure.
| CMS public data (HCRIS, MA, CMS Compare) | 2,847 |
| SEC filings (10-K, S-1, proxies) | 412 |
| Sector & market research | 184 |
| Customer / channel / competitor calls | 26 |
| Your own engagement notes & decks | 98 |
PE Desk runs on your infrastructure with the model you choose in local or hosted form. Public sources come preloaded; connect your research and CRM when you are ready. No data leaves the box, and there is no SaaS lock-in.