sidesheet

About

Every business valuation starts with tax returns.

Analysts still key them in by hand or fix up the output of tools they don’t trust. Sidesheet reads business returns and turns them into clean, multi-year financials, with every number traced to the line and page it came from.

Why now

A generation of owner-run businesses is changing hands as their founders retire, and few of them have audited financials. Their tax returns are the most reliable record they have, so every valuation, loan and sale starts there. Until recently, software couldn’t read those returns well enough to trust, so firms still key them in by hand. AI models finally can. Sidesheet pairs them with the checks a CPA would run, so firms get financials they can rely on in minutes instead of hours.

Founders

  • James Friedman

    James Friedman

    Co-founder, Valuation

    CPA and business valuation analyst. James values closely held businesses for a living and leads how Sidesheet builds and exports the financials.

  • Peyton Hobson

    Peyton Hobson

    Co-founder, Engineering

    ML and fintech engineer who has built systems at Crossing Minds and Circle. Peyton built Sidesheet end to end and leads its engineering.

What’s shipped

Sidesheet is built by UNTAP LLC, Oregon. hello@sidesheet.co