Linehaul Solutions — Deal Processing System

This is a custom-built internal platform designed to streamline how Linehaul deals are packaged, analyzed, and shared with potential buyers.

The goal was to simplify a complex process—turning raw financial data into structured, client-ready deal packets—while keeping everything secure and easy to manage.

We built a system where users can generate P&L reports from uploaded CSV and PDF data, run financial calculations, attach supporting documents, and send complete deal packages to clients with controlled access.

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Core Features (Buttons / Tags)

• Custom Platform Development

• Deal Packet Generation

• Financial Data Processing

• P&L Report Builder

• Amortization Calculator

• Client Access Portal

• Secure Document Sharing

• NDA & Privacy Gate System

• Email Notification System

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Platform Overview

• Deal Packet Creation: Users can build complete, structured deal packages for buyers

• P&L Generator: Extracts and processes data from CSV and PDF files into organized financial reports

• Amortization Calculator: Built-in financial tool to evaluate deal feasibility

• Client Sharing System: Send deal access via email with expiration controls

• Access Control: Clients must sign NDA and privacy agreements before viewing sensitive information

• Adjustable Financials: Clients can modify P&L assumptions based on additional expenses

• Document Uploads: Attach supporting files for full deal transparency

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Tech Stack

• Frontend / Backend: Django Python

• Development: HTML/CSS/Javascript

• Data Processing: CSV/PDF parsing and financial computation logic, OCR image to text.

• Security & Access: Expiring links, gated access (NDA + Privacy agreements)

• Background Task: Celery Task Scheduler

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