Financial models, acquisition memos, tax summaries, marketing drafts. Built from your own files, waiting for your sign-off. Then watch Leif draft a reply in real time.
The work, not a chat log
Leif hands you finished work.
A three statement model, an acquisition memo, a tax summary. Built from your own files, ready for your sign-off. Here is the kind of thing Leif drafts before you ask.
Financial model
Three statement model
Line item
FY2024
FY2025
FY2026
Revenue
1,284,500
1,612,740
1,948,210
Cost of goods sold
742,180
905,360
1,071,515
Gross profit
542,320
707,380
876,695
Operating expenses
388,940
451,205
509,870
EBITDA
153,380
256,175
366,825
Net income
104,612
184,940
271,448
Built by Leif from 18 months of QuickBooks exports. Figures in USD.
Acquisition memo
Project Harbor
A regional HVAC installer with 34 trucks and recurring service contracts. Owner is retiring and wants a clean exit inside 12 months. The recurring maintenance book is the value, not the install backlog.
Indicative range6.2x to 7.4x EBITDA
Key risks
Owner is the top sales relationship for the four largest accounts.
Two service techs hold most of the install certifications.
Fleet is aging; three trucks need replacement within a year.
Drafted from the data room and three management calls.
Tax summary
2025 return, S corp
Gross income
486,300
Deductions
138,950
Taxable income
347,350
Tax owed
91,684
Effective rate
18.9%
Reconciled against the year end books and last year's filing.
Also for the trades
A missed call is a lost job. Leif answers every one.
When a call comes in after hours or while you are on a roof, Leif picks up, books the job, and texts you the details. No voicemail, no callback gap, no lead walking to the next name on the list.
Call in8:47 PM, new homeowner, kitchen faucet leak.
Leif answersQualifies the job, quotes a window, books Thursday 9 AM.
You get a textJob booked, address and notes in your calendar. Approve or change it.
And it talks like a teammate
Watch Leif draft a reply, then wait for your approval.
Pick a scenario. Leif reads the history, drafts the work, and holds it for you. Nothing sends until you say so.
Watch Leif draft the work
Read-only previewWorking with Leif at Maplewood Paving Co.
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