Targets
RegistryWatchlist
| Company | Sector | Country |
|---|---|---|
| Northwind Robotics | Manufacturing | DE |
| Helio Systems | Software | UK |
| Meridian Freight | Logistics | NL |
Registry · 128 companies
A target is a company you watch. A deal is one pursuit of it. Every deal moves through four gated stages.
Every advance is gated. A deal can also be marked Passed (walked away) or On Hold (paused).
Open Targets. Add a company to the registry, or drop it on the watchlist to keep an eye on it.
| Company | Sector | Country |
|---|---|---|
| Northwind Robotics | Manufacturing | DE |
| Helio Systems | Software | UK |
| Meridian Freight | Logistics | NL |
Open the target and create a deal under it. A target can hold many deals over time. Each one opens in Qualification.
Qualification runs on a scorecard from your acquisition thesis. Rate each criterion, enter the financial numbers.
The Financial Profile section captures real numbers, each with a hurdle. Apex shows the hurdle against the actual.
| Criterion | Hurdle | Actual | Status |
|---|---|---|---|
| LTM ARR growth | ≥ 20% | 32% | Meets |
| Gross margin | ≥ 60% | 71% | Meets |
| LTM EBITDAC | Context only | EUR 4.2m | Context |
A deal leaves Qualification when the Sanity Test passes and a Conclusion is written. Nothing else blocks the move.
Each stage carries milestones: the work that must be done. Apply the stage template, or add your own.
Every milestone needs an owner and a target date. That is how Apex knows what is due, and who owns it.
A deal cannot enter the next stage until its milestones are complete. Finish each with a note, then advance.
Miss a target date and the milestone goes slipped. Apex flags it. Reschedule to un-slip it, or reopen a finished one.
Reschedule and it un-slips. Reopen a done milestone if the work resumes.
Record calls and meetings on the deal. Add tasks with due dates. The deal keeps its own history.
Open Reports. Describe what you want in plain English, then refine with the menus. Every number is live and permission-scoped.
| Deal | Lead | Next milestone |
|---|---|---|
| Northwind Robotics | James Okoro | IOI signed |
| Helio Systems | Priya Rao | QoE kickoff |
| Meridian Freight | James Okoro | Site visit |
Drag the grip handle to set column order. Preview the top 15 rows. Export CSV for the full set.
Hit Cmd K anywhere. Type the question the way you would say it. Read the answer, and what it assumed.
Apex assembles a board-ready narrative for a deal from its own data. Fixed report types, AI-assisted drafting.
5 sections, auto-built from the deal. Edit before you present.
Add the people at a target with an owner and a strength. Link an intermediary, like a banker, to the deal.
Choose what reaches you, and where. Every type has an in-app and an email switch. Email is on by default.
Settings, then Notifications. Per type, per channel.
Four roles, one guardrail. The buttons are convenience over real server authority: every gate is a database policy underneath, so the UI can never grant what the server would refuse.
Four roles, in order of reach: super-admin, admin, member, stakeholder. Admins run the team; the top tier stays locked down.
You pick your channels. Admins pick the rhythm, org-wide, so alerts stay useful instead of noisy.
Admins set the milestones each stage owes. A deal picks them up when it enters the stage, and cannot advance until every one is done with a note.
There are several features that use Anthropic's AI services. What they cost is visible to the cent: per month, all-time, and down to the single request.
Report anything broken or strange through Settings, then Suggestion. That is how Apex gets better, fast.