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Food & Beverage
Restaurants, bars, cafes, food trucks. Liquor licenses, health inspections, POS data.
60 day typical timeline3-5x EBITDA
Document categories
The diligence checklist is organized into these top-level categories. Each one has its own subchecklist auto-generated when you launch a deal.
Financial Statements
Tax Returns
Legal & Corporate
Leases & Real Estate
HR & Payroll
Operations
Technology & POS
Marketing & Brand
Insurance
Permits & Licenses
Banking & Cash
Supply Chain
Contracts
Industry-specific documents
These are the documents that matter most for food & beverage — things you'd miss with a generic checklist.
- 📄ABC/Liquor License copies for all locations
- 📄Health department inspection reports (3 years)
- 📄Food handler certifications
- 📄POS system export (daily sales by location, 3 years)
- 📄Food cost and waste reports
- 📄Vendor/supplier agreements
- 📄Franchise Disclosure Document (if applicable)
Common red-flag patterns
The AI scans uploaded documents for these patterns and surfaces them with source citations so you can investigate quickly.
- Liquor license transfer restrictions
- Health code violations
- Food cost above 35% of revenue
- Single-location revenue concentration
- Key person dependency on chef/owner
Key metrics tracked
Pulled from financial statements and operational data, these metrics anchor the diligence narrative.
Food Cost %
Labor Cost %
Same-Store Sales Growth
Revenue per Seat
Table Turns/Day
Run a food & beverage deal in minutes
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