CIM Quick Screen
Evaluate deal opportunity against cheap-kill flags and conviction builders to produce a Priority / Further Review / Pass verdict.
Deal Profile
Cheap Kills
Customer Concentration
Does any single customer represent >25% of revenue?
Founder Dependency
Is the founder the sole key relationship holder with no management depth?
Consent / Change-of-Control Exposure
Are there known change-of-control clauses on contracts representing >15% of revenue?
Cash Conversion
Is trailing FCF conversion below 60% of EBITDA?
Capex Cliff
Is there a known deferred capex obligation >20% of annual EBITDA in the next 24 months?
Regulatory / Litigation Overhang
Is there pending litigation or regulatory action with potential exposure >10% of EV?
Conviction Builders
Pricing Power
Ability to raise prices without volume loss.
Gross Margin Stability
Trailing 3-year gross margin variance.
Management Depth
Bench strength below founder/CEO.
Integration Burden
Complexity of integrating into existing platform (5 = low burden / easy).
Add-On Runway
Size and accessibility of identifiable bolt-on targets.
Recurring / Contracted Revenue
Percentage of revenue under contract or with high visibility.