Healthcare · Acquisition Underwriting
Diversified Healthcare Holding Company
An AI tool that sorts every line of a seller's P&L into the company's own categories and builds the pro forma.
Impact
800+
Past mappings by their own team, the basis for the tool's rules
42
Standard categories every P&L line is sorted into
The challenge
The company buys healthcare businesses, and every seller's P&L names the same thing differently: one facility's "Purch Serv-RN/LPN/Aides" is another's "Contract Nursing." A P&L can list more than 100 accounts, and for every deal the underwriting team sorted each one into a category by hand before it could build the pro forma.
The solution
AI Cubed built a tool that reads a seller's P&L and places every line in the company's standard categories, then builds the pro forma from them. Its rules come from hundreds of mappings their team had already done, including the tricky cases. The team now reviews a finished pro forma instead of building one from scratch.
Capabilities
- Financial Data Mapping
- Underwriting Automation
- AI Classification
Their categories, their rules.
Every line lands in one of the company's own pro forma categories, following rules taken from their past deals.
It handles the tricky lines.
The tool reads where a line sits in the P&L as well as what it is called. Therapy revenue listed under private pay counts as private pay revenue, and benefits from every department go to employee benefits.
A finished pro forma to review.
The team uploads the seller's spreadsheet and gets back the pro forma, with the category for every line shown so they can check it. They review the result instead of sorting each line by hand.