Settings — Sarvis Diligence

Drivers

Firm-wide forecast defaults applied to every deal. Per-deal overrides always win, and where a target's own history is available, actuals-derived ratios are used instead. Operations and policy drivers (capex, distributions) use these values directly.

Default projection method and value for each P&L line item. Used when no actuals are available from mapped documents.

Line Item	Projection Method	Default Value	Notes

Working-capital, capex, debt and equity defaults. DSO/DPO/DIO fall back to these only when a target has no balance sheet to derive from; capex, distributions, paydown and contributions use them directly.

Line Item	Default Value	Notes
AR Days	days	Accounts receivable collection days
AP Days	days	Accounts payable payment days
CapEx % Rev	% of rev	Capital expenditures as a percentage of revenue
Dividends % NI	% of NI	Dividends paid as a percentage of net income
Accrued Exp % Rev	% of rev	Accrued expenses as a percentage of revenue
Prepaid Exp % Rev	% of rev	Prepaid expenses as a percentage of revenue
Other Current Assets % Rev	% of rev	Other current assets as a percentage of revenue
Other Current Liabilities % Rev	% of rev	Other current liabilities as a percentage of revenue
Debt Paydown	$ / yr	Annual long-term debt principal repaid
Equity Contributions	$ / yr	Annual capital raised / owner contributions

House-view growth defaults for the operational revenue build (census × units × rate). Per-deal overrides on the deal's Assumptions › Operations tab take precedence.

Line Item	Default Value	Notes
Census Growth	% / yr	Default annual growth in active census
Rate Growth	% / yr	Default annual growth in blended reimbursement rate

✓ Saved

Changes apply to all deal forecasts globally.

Diligence Checklist

Master list of due diligence items. Changes propagate to all deals — items with existing answers or progress are preserved.

✓ Saved

Changes apply to all deals. Items with existing answers are preserved.

State Payer Dynamics

Per-state defaults that populate the Market → Payment Dynamics tab on each deal. Edit the rates or notes if you find errors. Each state's edits are stored as an override — the baked-in factory defaults are preserved so you can reset any state at any time.

State

Certificate of Need (CON)

Home Care Licensure

Medicaid HCBS Programs

Payors

Payor	Reimbursement rate	Notes

✓ Saved

Changes apply to all deals that read this state.

Broker Fees

Define tiered broker / advisor fee schedules. Each firm has marginal tiers applied to the purchase price (e.g. 5% on the first $4M, then 4% on the next $3M…), plus an optional ESOP / 1042 uplift. Each deal picks a firm in Valuation → Deal Costs; new deals use the firm marked Default.

✓ Saved

Applies to every deal (per-deal firm choice is kept on the deal).

IOI House Style

Writing preferences the IOI generator has learned from edits made to generated letters. They're applied to every new IOI across all deals. New learnings land under Needs review — confirm the ones that reflect how Sarvis writes, and remove anything off-base. (Learnings still apply while awaiting review; removing one takes it out of all future letters.)

Confirmed preferences

No learned preferences yet. They'll appear here as you edit and save IOIs.

Add a preference manually

Hub Access

Invite teammates to your organization — they'll have access to every deal in it. Anyone you invite is granted access directly; people whose email matches an org auto-join domain also get in on first sign-in. To give someone access to a single deal instead, use Settings → People & Access inside that deal.

Invite a teammate

Name

Hub members

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Organizations

Create and brand the tenant organizations on the platform. Each org has its own deals, members, branding, and letterhead identity. Only platform admins see this.

New organization

Name

Slug

Auto-join domains (comma-sep, optional)

Industries this org operates in *

Organizations

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Notifications

When a new bug or feature request comes in, the people on this list see a red badge on the Bugs button until they open the tracker. Stored in this browser only.

Email allowlist

Add email

Test Mode

Test deals are flagged when created and stay hidden from everyone else's deal lists. This setting controls whether you see test functionality at all — it's local to your browser and doesn't affect teammates.

Show test functionality

When off, test deals, the test-mode banner, and the “Test deal” option in the create-deal form are all fully hidden from your view.

Danger Zone

Destructive actions that cannot be undone.

Delete a deal

Permanently removes the deal, all its data, and uploaded documents. This cannot be undone.

Select deal