Loyal to the numbers. For the people running and selling private companies.

Run it with clarity.
Sell with confidence.

Fidelis Pulse for owners who want a real read on their business, every week. Fidelis Advisor for the M&A advisors and exit planners getting clients buyer-ready.

Fidelis Advisor · For advisors

I'm an advisor →

Fidelis Pulse · For owners

I run a business →

Live QuickBooks, Xero, Plaid, Stripe

No card required to start

FIDELIS

PULSE

· Atlas Logistics

Buyer Ready

Overview

Cash & AR

Sales

Operations

Business Pulse · April 2026

Strong & trending up

▲ +4 pts vs last month

Overview · April 2026 Revenue (TTM)

$4.8M

+14.0% YoY

Revenue · Trailing 12 mo

$4.8M ▲ $590K

Cash position and receivables · Operating cash today

$1.62M

FIDELIS

ADVISOR

· Smith & Co M&A8 active

Active

Need attention

At LOI

Pipeline est.

$32M

Needs your attention this week

Cedar Ridge HVAC · At LOI

Buyer requested AR aging

Atlas Logistics · In market

3 NDAs out, no replies

Northbridge Builders · Diligence

Stale: 2 days idle

Portfolio · On track

Crestline ServicesPre-marketing68

Riverside HVACPrep54

Connects live with

QuickBooks

Xero

Plaid

Stripe

HubSpot

Gusto

Three products, one platform

Find the right tool for where you are

Whether you're an advisor managing a portfolio of exits, a business owner tracking your own health, or in an active deal, Fidelis has a purpose-built tool.

FIDELISPULSE

For independent owners

Track your business health

Connect QuickBooks and your bank. Get a live Pulse Score updated weekly, automatic anomaly detection, and clear answers to "how is my business doing?"

Pulse Score (0-100 health)

Cash, margin & AR dashboard

Auto-detected signals

No advisor required

Learn more about Pulse →

FIDELISADVISOR

For M&A advisors

Standardize the buyer-ready process

Manage a full client portfolio from one workspace. Score each client, track deal stage, generate quarterly reviews, and get AI coaching insights, all under your firm's brand.

Buyer-Ready Score per client

9-module diligence questionnaire

White-label branding (Buyer-Ready plan)

Quarterly review PDF

Learn more about Advisor →

FIDELISCLOSE

For advisors taking businesses to market

Run the deal from LOI to close

AI-generated Q of E, valuation, and CIM. Managed NDA signing and secure buyer data rooms. Everything a deal needs from Active Marketing to close. Powered by Claude for Finance.

AI Quality of Earnings

AI Valuation report

CIM generation

NDA + buyer data room

Learn more about Close →

A quiet conviction

The problem was never missing data.
It was data nobody had time to read.

Fidelis (fi·DEL·is): Latin for faithful. Loyal. Trustworthy. We built Fidelis to be faithful to the numbers. No spin, no vanity metrics. Owners get a real read on their business this week. Advisors get the structure to get every client buyer-ready. Same source of truth, two different jobs.

6 min

Average weekly check-in for an owner using Pulse

Structured diligence modules behind every advisor engagement

To set up your first dashboard. Billing starts when a client goes live

Features

Built for both sides of the table

Advisors get the tools to run a tight exit process. Owners get clarity without the overwhelm.

- For advisors

Run a tight exit process, across every client

Manage a full client roster from a single workspace. Spot cross-client patterns. Deliver quarterly reviews with one click.

Advisor workspaceFocus items, private notes, deal-stage tracking, and AI coaching per client.

Portfolio-level visibilitySee every client's score, stage, and top signal from a single workspace.

Quarterly review PDFOne click. Branded with your firm's name, logo, and accent color.

Fidelis Close integrationQ of E, valuation, CIM, and buyer data rooms when you reach active marketing.

White-label brandingYour firm name and colors on every dashboard and report.

- For business owners

See the business the way a buyer will

A weekly read on your numbers, what changed, why it matters, and what to do about it. No spreadsheets, no guessing.

Live Pulse ScoreA single 0-100 number that tracks your business health over time.

Weekly priority cardOne thing to focus on this week, generated from your live financials.

Cash, margin & AR dashboardAuto-updated from QuickBooks and Plaid every morning.

Readiness snapshotSee where your business stands on the metrics buyers care about most.

Anomaly detectionAR spikes, margin shifts, and cash dips flagged the week they happen.

A note from the founder

Matthew Afanasiev

Founder, Fidelis

I spent years in SaaS watching the same problems repeat: disjointed systems, bad data, manual processes stitched together because nothing quite talked to each other.

Owners had no clear read on their own business. Advisors were working off information that was months old. Both sides making important calls without what they needed.

I built Fidelis to fix that. For owners, it's a live pulse on the numbers, trends, and signals that matter. For advisors, it's a way to stay aligned with clients and bring real structure to a process that's always been harder than it should be.

One platform. Both sides.

Start building toward your exit today.

Set up your firm in minutes. Your first dashboard is free to configure.

For advisors - create your firm →I'm a business owner

Run it with clarity.Sell with confidence.