How Cairn works.

Starting a real deal takes about a minute. From Deals, click New deal.

Name the engagement, choose the entity type, and create it.

Now feed it the client's documents — tax returns, profit and loss statements, balance sheets. Just drop them in.

Cairn reads each document and works out what it is. If one PDF holds a combined profit and loss and balance sheet, it splits them apart automatically.

Extraction runs in the background — a few minutes per document, while you keep working — and every number lands in the pipeline, ready for your review.

Cairn never asks you to trust a black box. Every number it reads is shown next to the checks that prove it.

This is the extraction review: the extracted fields, each with a validation trail showing the statement genuinely ties out.

If something looks off, correct it right here. Corrections are audited — who changed what, and when — so your file holds up later.

Back on the pipeline, cross-checks compare the books against the tax returns, year by year. If they disagree, Cairn flags it before a buyer's accountant does.

Only verified numbers flow downstream. That's the whole point.

Add-backs are where a deal's value is won — and where credibility is lost if you overreach.

Cairn suggests each add-back with its amount, the exact line it came from, and a confidence band. You confirm, adjust, or exclude — and the adjusted number updates as you work.

For a working owner, set a replacement salary, so the earnings a buyer sees are earnings you can defend.

When you confirm the review, that becomes the deal's headline number — and everything downstream uses it.

With the earnings verified, valuation becomes a workbench instead of a guess.

Cairn applies industry multiples to your reviewed number and shows the range — conservative to aggressive, side by side.

Tune the multiple to your market, and the numbers follow.

You walk into the listing conversation with a defensible range, not a hunch.

The memorandum — the CIM — is where the deal becomes a story.

Cairn drafts it from the verified numbers: the opportunity, the financials, the growth angles. Edit anything, and it re-renders instantly.

Confidential mode keeps the business anonymous — a coded reference instead of the real name, so you can market the deal without leaking it.

One click gives you a print-ready PDF, in your firm's branding.

And for a deal you haven't fully ingested yet, Quick CIM does the same from pasted numbers. Minutes, not days.

Every listing deserves a teaser video. Cairn renders them in about four minutes.

Pick your formats — a twenty second vertical for Reels and TikTok, sixty seconds for the full story, and square for LinkedIn.

Choose a music bed and a narrator. Cairn writes the voiceover from the deal itself — or you write your own.

Confidential mode is enforced at render time: the real business name cannot appear on screen — or be spoken — in a confidential teaser.

Draft renders are free, fast, and half resolution — iterate cheaply, then finalize in full quality.

Settings is where your firm lives: branding, deliveries, billing, and security.

Set your brand once — firm name, colors, logo — and every CIM, teaser, and PDF ships in your identity.

Now the power move: connecting Claude. Generate a connection link, paste it into Claude, and your assistant can drive the entire pipeline.

Once connected, you can simply say: value this deal from the Drive folder. Claude uploads, extracts, verifies, and drafts — using the same audited tools you just saw.

Every connection is scoped to your firm, revocable right here, and every action lands in the audit log. That's Cairn. Welcome aboard.