The Future of Smarter Deal Documents.
Static PDFs close fewer deals. Smart deliverables let buyers drill into evidence, toggle scenarios, and benchmark against peers — so serious deals get explored faster, deeper, and won.
Information becomes insight when it can be interrogated.
Every Smart deliverable is built on four behaviors that a PDF cannot perform.
Drill into evidence
Every headline number expands into the underlying analysis — cohort views, contract registers, customer concentration, segment cuts. No "trust me" metrics.
Toggle scenarios
Base, upside, downside on growth, margins, capex, M&A. Numbers reflow live. Buyers stress-test the deal inside the deliverable instead of rebuilding the model.
Benchmark against peers
Performance metrics sit next to dynamic sector, peer, and regional benchmarks — sourced from Pitchbook, Capital IQ, and proprietary research. Context, not just claims.
Move from signal to strategy
Teaser → NDA → CIM → VDR runs as a continuous journey inside one secure experience. Buyers never switch documents. You never lose them in the handoff.
Three deals. Three Smart formats. Open and explore.
Real Yajur deliverables, live on the open web. Click into any of them and stress-test the experience the way a buyer would.
Project Cornerstone
Snow & Property · GTA, CanadaProject Cornerstone
Commercial snow management + property maintenance platform, Greater Toronto Area. 1–3 year contracted revenue, route-densified operations, self-performing fleet.
Project Soundcheck
Audiology Group · W. CanadaProject Soundcheck
Multi-location audiology practice group across Western Canada. Six consecutive record years, 76% gross margin, 41% EBITDA growth FY22–FY25.
Project Cyprus
Commercial HVAC & Refrigeration · FL / GAProject Cyprus
28-year commercial HVAC + refrigeration platform across Northeast Florida and Southeast Georgia. 95% commercial revenue, in-house sheet metal fab, zero outside marketing — referral-led growth.
What a Smart Deliverable actually looks like.
Cinematic deal cover. Confidentiality + project tag at the top. Headline value props in motion. Investment metrics on the doorstep. NDA-gated data room one click away — every section linked, every claim interrogable.
Open Project Palmetto Smart CIM ↗ to explore the full deliverable — investment highlights, financials, growth roadmap, deal terms, NDA-gated data room.
The Smart product line.
Smart CIM and Smart Teaser are live today. The rest of the 4D Canvas family is in active build.
Smart Teaser
Signal → evidence → strategy, gated into NDA + CIM + VDR.
Smart CIM
Interactive scenarios, drill-down evidence, peer benchmarks.
Smart Model
Sliders for growth, margins, capex. Live valuation reflow.
Smart IC Memo
Investment paper with linked evidence, risk modules, scoring.
Smart Target List
Filterable target dashboard with scoring + sector cuts.
Smart QoE
Adjustment trails, audit-ready workbooks, finding heatmaps.
Smart CBR / DD
Confidential business reviews + diligence with evidence trails.
Chat with CIM
Ask the deliverable. Buyer questions answered from source data.
The same deal — one is read, the other is explored.
A traditional CIM closes when the buyer closes the file. A Smart deliverable keeps working — drill into evidence, toggle scenarios, benchmark against peers.
Buyers do not read 60-page PDFs cover-to-cover. They scan, jump, and stress-test. Smart matches that behavior — without changing your underlying analysis.
Same deal. Two formats. Different outcomes.
Buyers do not read 60-page PDFs cover-to-cover. They scan, jump, and stress-test. Smart deliverables match that behavior.
Static PDF
- One-way information dump — read it or don't
- Buyer rebuilds the model to test assumptions
- Benchmarks live in a separate appendix nobody opens
- NDA → email → DR access — 3 tools, 5 days
- Version drift across email threads and devices
- No visibility into what the buyer engaged with
4D Canvas
- Continuous journey — buyer interrogates the deal
- Scenario toggles built in — base / upside / downside
- Peer benchmarks sit next to every claim, live
- NDA + CIM + VDR — one secure flow, one URL
- Single source of truth — always the latest version
- Engagement telemetry — see what each buyer opened
Dynamic. Data-Driven. Deal. Canvas.
4D Canvas is the platform underneath every Smart deliverable. It connects research, financials, scenarios, and benchmarks into one secure interactive experience — so buyers do not just see the deal, they explore it.
- 01Dynamic interaction
- 02Data-driven evidence
- 03Deal-first structure
- 04Canvas-grade clarity
Signal → Evidence → Strategy → Conviction
A continuous analytical journey, built to help your deals be understood faster — and taken more seriously.
Want a Smart version of your next deal?
Send the mandate or the draft deliverable. We will build a Smart Teaser or Smart CIM against it — in days, not weeks.