Why Max?

Dramatically reduce the time spent on documentation back and forth as well as spreading of historical financials and projections and spend more time lending.

Maxiterations was created for entrepreneurs who are better at reading and interpreting financial models, than building them from scratch.”

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Who is our platform built for?

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Lenders

MaxIterations’ guided walkthroughs allow borrowers to dramatically reduce the time spent Read More spreading of historical financials and projections. This process eliminates the need to train borrowers on how to organize their information and ensures that you receive financials in exactly the format you need.Read Less
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Brokers & Advisors

MaxIterations will improve your customer's experience and tailor the entire journey to your unique processes. Read More With easier, more efficient modeling, consistent brand standards with enforced formatting, and secured sharing of non-public confidential information, the platform will speed up turnaround and maximize the high-quality touchpoints that are most important. Read Less
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Search Funders

Our easy-to-use platform will allow you to quickly build out models and quickly assess potential Read More acquisitions without error, regardless of previous experience level. Use MaxIterations as your home to create, store share your models, assess IRR and MOIC targets, and securely share with potential partners and investors. Read Less

Why our platform?

The MaxIterations platform is the result of extensive industry expertise, combined with technology built around time and cost savings.

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Built on Experience:

The team behind MaxIterations brings more than 20 years of deal industry experience and software expertise to the table, allowing us to understand what financial professionals need and respond with revolutionary software. 

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Designed to Drive Execution:

The MaxIterations platform makes it easier than ever to create and share acquisitions models that fit your needs, from simple to complex, while providing foolproof modeling tools that reduce errors.

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MaxIterations Founders

James Adler Co-Founder & CEO, CFA

James Adler

Co-Founder & CEO, CFA
Ryan Smith Co-Founder & CRO, CFA

Ryan Smith

Co-Founder & CRO, CFA

Product Benefits

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Reduce Time To Deal

Eliminate delays with borrowers returning historical financials and forecasts and allows buyers to analyze more deals and submit offers faster.

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Eliminate Errors

Drastically reduce errors that can result from passing around complicated and overly extensive in-house models.

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Improve Borrower Satisfaction

Reduce the headache and streamline the process for borrowers of all types.

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Enhance Your Tech Image

Complete white-labeling of the solution allows product to be an extension of your brand and enhance your technology.

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Collaborate Efficiently

Use secure sharing to collaborate, monitor progress, and keep everything organized in one place.

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Customized Formatting

Receive historical and projected financials in exactly the format you need – exportable to Excel and PDF.

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Sophisticated Model Features

Easily add complex and time-consuming features like monthly projections and working capital analysis – then export it all to Excel.

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Industry Specific Insights

Customized diligence questionnaires for key searcher industries today, including medical spas and home services.

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Think Like A Lender

Access typical diligence questionnaires in advance to shape your diligence process and reduce follow-up with seller.

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Want to be part of our team?

Help us build innovative software that’s revolutionizing the way deals get done.

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