Due Diligence
Classic diligence tests the market. Nobody tests the engine.
Commercial due diligence sizes the market and stress-tests the thesis. Financial diligence checks the numbers. But the machinery that has to deliver the growth plan, the data, the tech stack, the pipeline, the website, the marketing, usually gets a cursory look or none at all.
Then the deal closes, and the first board meeting discovers the CRM is fiction and the marketing numbers don't survive contact with finance.
A clear read on the engine, on deal timelines.
We diligence the revenue model, the data foundation, the tech stack, the AI readiness, the customer journey, the website, the digital marketing, and the leadership team of the target, compressed to deal timelines.
A rating for each of the eight domains, with the evidence behind it. Leadership is assessed by Maxwell Salazar, our Operating Partner for leadership assessment.
The gaps between the deal thesis and the engine that has to deliver it.
A costed day-one fix list, sequenced by value and urgency.
An estimate of the post-close work required, so it can be priced into the deal.
A board-ready report your investment committee can actually use.
We work alongside your commercial and financial diligence providers, not in place of them. We cover the part of diligence they don't.
Fast, quiet, and built for deal windows.
Diligence timelines don't wait. We scope in one call, work from a data room and management interviews, and deliver on the deal's clock.
Assessed by the people who fix these engines for a living.
Senior operators do the work. The people who assess the engine are the people who rebuild engines after close, which is why the findings hold up when the deal is done.
The fix list becomes the plan.
The day-one fix list converts directly into post-close work: a Revenue Blueprint, a single capability engagement, or embedded operators. The diligence pays for itself twice.
