One Workspace for Buying Your First SMB
Forge95 helps self-funded searchers replace spreadsheet chaos with deal triage, fit scoring, diligence, and SBA lender-readiness in one Acquisition OS.
Built for self-funded searchers, first-time SMB buyers, and micro-PE teams evaluating $500k-$5M acquisitions.
Illustrative sample workspace — not customer data or performance results.
Acquisition workspace
Search pipeline
Active deals
24
+20% vs last month
In diligence
4
2 ready for lender review
Avg fit score
82
High-fit pipeline
SBA readiness
On track
3 package gaps left
Deal pipeline
$500k-$5M targets
Sourced
18
Screened
9
LOI prep
3
Diligence
4
Lakeside HVAC
Diligence 68%
Summit Dental Lab
LOI prep
Metro Fire Safety
Financing risk
Fit score breakdown
Buy box fit, financing fit, and data confidence stay attached to every deal.
See Every Acquisition Signal in One Workspace
Pipeline, fit score, diligence progress, SBA readiness, and audit history stay attached to the deal record.
Illustrative sample workspace — names, counts, and progress are demo data.
Forge95 Acquisition OS
Search Fund Workspace
Active deals
24
In diligence
4
Avg fit score
82
SBA readiness
On track
Pipeline by stage
$500k-$5M SMB targets
Lakeside HVAC Services
Fit score breakdown
Diligence progress
68%SBA readiness and financing risk
DSCR context ready. Seller note terms need lender review before final package export.
Recent activity
LOI and lender package status
Ready after tax return review
From spreadsheet chaos to deal clarity.
The old way
- Scattered deal flow across emails, DMs, and generic CRM.
- Manual screening that wastes hours on low-fit opportunities.
- Diligence notes, lender questions, and risk flags scattered across tabs.
The Forge95 Way
- Centralized workspace for every target, score, file, and next step.
- Fit grading based on your buy box, financing needs, and diligence signals.
- Clear SBA readiness, diligence progress, and activity history for each deal.
From First Look to Lender-Ready
Set Buy Box
Define target size, industry, geography, financing, and must-have criteria.
Add Opportunities
Centralize deals from brokers, marketplaces, referrals, and proprietary outreach.
Score Fit
Rank targets by buy box fit, confidence, financing risk, and missing data.
Run Diligence
Track requests, documents, questions, red flags, and owner follow-ups.
Get Lender Ready
Turn workspace data into SBA readiness, DSCR context, and lender package outputs.
Keep every deal, score, diligence item, and financing question in one operating system.
The Acquisition Workflow, In One Place
Deal pipeline for new, screened, active, LOI, and diligence-stage targets
Buy box scoring that explains fit, confidence, and disqualifying risks
Opportunity workspaces with notes, tasks, documents, and decision history
Diligence checklists tied to the questions first-time buyers actually face
SBA readiness outputs for DSCR, financing risk, and lender package status
Audit trail for how each deal moved from first look to go/no-go decision
Accessibility
Shared workspace for active buyers and advisors
Data Security
Workspace isolation, document controls, and audit logs
Example Workflows Inside Forge95
“Completed a scored-fit objective before diligence started, with Buy Box fit, red flags, and next actions in one place.”
“Turned SBA financing risk into a lender-readiness objective instead of another loose note in the pipeline.”
“Kept diligence gaps, broker follow-up, notes, tasks, and lender artifacts tied to a visible decision trail.”
Illustrative workflow examples, not customer testimonials or outcome claims.
Pricing for Completed Deal Decision Work
Start with a Team workspace and three scoped Deal Decision Packs per month. Each Pack keeps evidence, caveats, risks, recommendation, and the next human action visible.
Evaluation
$0
For searchers who want to run a first deal workflow before selecting a paid workspace tier.
- 14 days, no card required
- Up to 5 active deals
- 10 AI credits and 1 report export
- One workspace user
- Choose Team in-app when ready for the initial paid package
Team
$1,499/mo
Or $14,990/year, billed annually (16.7% savings)
The initial paid Forge95 offer for small acquisition teams turning live opportunities into reviewed decision work.
- 3 scoped Deal Decision Packs/month
- Persistent workspace for 3–25 active acquisitions
- Fit, valuation caveats, financeability, diligence, and recommendation artifacts
- Human review checkpoints and named next actions
- Team controls, roles, audit logs, and subscription cancellation
- No silent overage; capacity resets monthly
Team annual billing uses the active annual price above. Paid access can be canceled from Billing without contacting us. Starter and Pro remain controlled in-app compatibility options until their own outcome contracts are proven.
Built for Searchers Who Need a Real Acquisition Workspace
Keep the buy box, deal notes, fit score, diligence work, and financing risk visible before a weak opportunity burns weeks of attention.
What You Get Here That Templates Can't
Criteria-Based Fit Scoring
Clear tiers based on your buy box, financing plan, and missing diligence data.
Centralized Deal Pipeline
Manage opportunities from ingestion to LOI in one place.
Integrated Diligence
Checklists, files, questions, and status tracking stay tied to each opportunity.
Lender-Readiness Outputs
Financing risk, DSCR context, and lender package status come from the workspace.
Free Download: First-Time Buyer Deal Triage Scorecard
The pre-LOI checks that help searchers spot fit, diligence gaps, and SBA financing risk before a deal eats the calendar.
Frequently Asked Questions
Plan Deal Decision Pack Capacity Around Your Deal Flow
Start with three evidence-backed Deal Decision Packs each month, with fit, caveats, financeability, diligence risks, and a human next action kept in one visible workflow.
Initial paid package
Deal Decision Pack capacity
Team includes three scoped Packs per UTC billing month. Each Pack moves one live buyer-side opportunity through evidence, caveats, risks, a recommendation, and a named human next action.
Monthly
$1,499/mo
Annual
$14,990/yr
16.7% below twelve monthly payments
- • Required inputs and missing evidence stay visible.
- • A Pack ends as completed or blocked with an owner and next trigger.
- • No silent overage; capacity resets at the next UTC billing month.
- • Buyer, lender, counsel, broker, and seller decisions remain human-owned.
Evaluation access is card-free; Team Checkout follows only after an administrator selects it.
Need team controls, Pack-capacity planning, or a service-assisted pilot within the approved 30-day boundary?
Chat with our teamSee the Lender-Readiness Output
Forge95 can turn an opportunity workspace into financing context, forecast assumptions, and lender package artifacts when a deal is ready for deeper review.
Example Workspace Output
This view-only example shows outputs that can come from a well-maintained acquisition workspace:
- Deal summary with key acquisition metrics
- Forecast assumptions connected to diligence findings
- Base, downside, and upside operating cases
- SBA readiness and DSCR context
- Lender package notes and open diligence gaps
Note: All brand names, dates, and sensitive details have been redacted. Formulas and structure are intact.
Example Workspace Export
View Example OutputBonus: What Lenders Look For
Download the 1-page guide to the diligence signals, financing questions, and risk flags that matter before lender review.
Buyer Readiness Guide
Download PDF Guide