Company Profile Menu

Every company in Optionality has a full profile accessible from the Dashboard. Inside, the left sidebar is your navigation guide — each section is marked with a ✓ (complete) or ⚠ (needs attention) status icon.

The company profile sidebar showing all available analysis sections, including the new Exit Readiness module.

Here is what each section covers:

🏢 Company Profile

The foundation of your analysis. Contains Information (overview, products, team), Competitors, and Financials. The more complete this is, the better all downstream analysis will be.

📊 Comparables

Find similar companies to benchmark against — both Public Companies (traded) and Past Transactions (historical M&A deals). Use AI Recommended mode for instant matching.

📈 Benchmark Analysis

Compare your company's metrics against the peer group across growth, profitability, efficiency, capital utilization, and financial strength.

🏠 Potential Acquirers

AI-surfaced strategic and financial buyers based on the company's profile, with filters for size, geography, and more.

🎯 Acquisition Targets

Find companies the business could potentially acquire — useful for buy-side M&A strategies.

🏢 Bankability

Evaluate debt capacity using industry-standard financial ratios. Understand how much leverage the business can support and the impact on annual debt payments.

💰 Valuation Overview

Comprehensive enterprise valuation using revenue and EBITDA multiples, cross-referenced with comparable company and transaction data.

🚪 Exit Readiness (New)

A structured 58-question assessment evaluating financial, owner, and business readiness for a successful exit. Guided by EMA throughout.

📋 Executive Summary

The full Optionality report in one place — key insights, strategic recommendations, and value creation roadmap. Export as PowerPoint or explore with Ask EMA.