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Add the deal
Business name, address, asking price and the broker. Upload what the seller sent — PDFs, scans or phone photos.
AI due diligence for small acquisitions
Know the numbers are real before you buy.
Katagra checks a seller's claims against tax returns, bank deposits and public records, chases the broker for what's missing, and writes a red-flag memo where every finding links to its proof.
- Every number quoted from its source
- Bank data read-only
- Never sneaks past a paywall or CAPTCHA
Harbor Suds Coin Laundry
Red-flag memo
Asking $600,000
+26%
Claimed 2024 revenue vs. what independent records support. Seller says $412K. The records point to about $327K.
- Lease ends June 2027 with no renewal option ✓ Lease p.1
- $18,000 owner transfer counted as deposits ✓ Bank stmt
- Open lawsuit from an equipment vendor ✓ Court record
From listing to red-flag memo, without the spreadsheet weeks.
2
The crew collects
Katagra emails the broker for missing documents, reads the replies and pulls attachments in. The seller connects their bank read-only.
3
The crew checks
Revenue is matched against tax returns, bank deposits, IRS transcripts and more. Public records are searched for liens, lawsuits and permits.
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You get the memo
A plain-language memo with the revenue gap, ranked red flags and questions for the seller — plus ready-to-send emails for your broker, lender or attorney.
Seven specialists. One deal file you can trust.
Each crew member does one job and keeps the evidence for it.
Document reader
Reads PDFs, scans and photos and pulls out revenue, deposits, rent and lease terms.
Exact quote checked against the page
Numbers checker
Lines up the seller's claim against every independent source and flags any gap over 10%.
Each figure linked to its document
Bank connector
The seller connects the business account read-only through Plaid. Deposits come straight from the bank.
No PDF to edit
IRS checker
Prepares the Form 4506-C packet and flags any gap between the seller's return and the IRS transcript.
Transcript as its own source
Outreach agent
Sends document requests from your email, follows up when the broker goes quiet, and scores seller responsiveness.
Every email logged
Records agent
Searches official state and county sites for business status, lawsuits, liens, bankruptcy, property and permits.
Page link, quote and screenshot
Memo writer
Writes the red-flag memo from verified facts only, and turns it into emails for your broker, lender or attorney.
A source on every claim
Every finding shows where it came from.
Other tools tell you what the seller's documents say. Katagra checks whether they're true — and shows you the evidence, so you can negotiate with it and your lender can trust it.
- If the AI's quote isn't on the page, the finding is flagged for a manual check — never passed off as fact.
- Public-records findings keep the page link, the exact words and a full-page screenshot.
- CAPTCHAs, logins and fees are never bypassed. Those checks come back to you with exact steps.
Finding · Tax return (D2), page 1
2024 gross receipts: $318,450
"Line 1a Gross receipts or sales: 318,450"
✓ Quote found word for word in the source document
Finding · County court records
Open contract case filed by equipment vendor
"Case 23-C-1234: Wash Equip Finance v. Harbor Suds LLC (open)"
✓ Page link and screenshot saved · Sample data
Built for the people who live with the numbers.
Buyers
First-time and small buyers of businesses and buildings, often financing with an SBA loan. Get the check an accountant would do — before you spend thousands on one.
SBA lenders
Acquisition files that arrive organized, with the seller's numbers verified and the source attached to every figure.
Business brokers
Verified listing packages and buyers who come to the table prepared — fewer late surprises, faster closes.
Searchers and funds
Screen every deal in minutes before an analyst or accountant spends a week on it. Run the same checks across a roll-up.
A fraction of what an accountant's review costs.
Free screen
$0
- Upload the listing and a few documents
- See the revenue gap
- See what's missing
Most buyers
Full deal
$499 per deal
- The whole crew on one deal
- Bank connection and public records
- Red-flag memo and emails
- 90 days of access
Deal + lender package
$799 per deal
- Everything in Full deal
- IRS 4506-C packet
- Lender-ready file
Lenders, brokers & funds
Let's talk
- Per-file or team plans
- Multiple users and deals
- Post-closing monitoring
Pilot pricing — subject to change. Katagra supports your diligence; it doesn't replace the independent Quality of Earnings report the SBA requires on acquisitions of $3 million or more.
Questions buyers ask.
No. Katagra is the check you run first — it collects the documents, checks the seller's numbers against bank data, IRS records and public records, and shows the evidence. On SBA deals of $3 million or more, the lender still needs its own Quality of Earnings report from an independent accountant, and Katagra doesn't replace that — it helps you walk in ready. It also isn't legal, tax or financial advice.
Every number Katagra reports carries the exact words from the document it came from, checked word for word. If a quote isn't actually in the document, the finding is flagged for a manual check — it is never passed off as fact.
Your deals live in your own account, and other users can't see them. The bank connection is read-only through Plaid — Katagra can never move money. The outreach agent only reads email threads about your deals; the rest of your inbox stays private.
Small businesses and small buildings, roughly $250K to $5M — laundromats, car washes, service businesses and similar deals, often with SBA financing.
Lenders look at three years. The bank link brings in about two years on its own, so Katagra asks the seller for statements covering the earliest year — three full years, checked the same way.
No — never. When a records check hits a login, a CAPTCHA or a fee, the agent stops and the check comes back to you with the exact steps to finish it yourself. Nothing is ever bypassed.
Looking at a deal right now?
We're enrolling a small group of buyers, lenders and brokers to use Katagra on real deals and shape what it becomes. Tell us about yours.
Thank you — your request is in. We'll write back from hello@katagra.com.
Prefer email? Write to hello@katagra.com.