Quick View
A rapid risk / upside screen for a live or near-term target. Designed to sharpen IC questions and focus deeper diligence.
Revenue Execution tests how the commercial business actually works: the quality of revenue, concentration, pricing, pipeline, management capability, owner dependency, growth credibility and the operating conditions required to capture upside after close.
“What could undermine the thesis — and where is hidden value?”
Traditional performance can look healthy while the engine underneath it is fragile. We test sustainability, transferability and execution risk — then separate genuine upside from attractive but unproven management narrative.
A rapid risk / upside screen for a live or near-term target. Designed to sharpen IC questions and focus deeper diligence.
Evidence-led commercial assessment covering risk, revenue quality, growth credibility, pricing, owner dependency, commercial systems and hidden upside.
For a business you like but cannot yet underwrite with confidence. Converts a rejection into milestones and a structured path to reassessment.
Initial review → Screen / Diligence → IC decision → Close / Stop
Diagnose → Plan; Execute can follow post-close if separately scoped.
Clearer underwriting, sharper challenge, less surprise and a better starting point for value creation.
“What could weaken exit value or buyer confidence if we went to market now?”
For PE firms preparing a portfolio company for exit, the work focuses on evidence, management preparedness, value-defence risks and the commercial claims that need to survive buyer scrutiny.
Fast buyer-eye review of the commercial story before the process becomes expensive and time-pressured.
Deeper exit-readiness assessment with evidence validation, management challenge preparation and a remediation roadmap.
Portfolio exit decision → Prepare asset → Buyer scrutiny → Transaction
Diagnose → Plan → Execute as required
Surface issues before buyers, strengthen evidence and prepare management to defend the commercial reality.
A weak commercial discipline may reduce confidence in today's performance while creating a very real post-close improvement opportunity.
Healthy business. Strong niche. But the underwriting case depends on whether repeat revenue is genuinely durable and whether management can replace founder-led growth.
Founder dependency weakens transferability and confidence in pipeline continuity.
Management's recurring-revenue description requires finer segmentation and historic validation.
Pricing governance and account expansion are immature relative to the installed customer base.
Proceed with clearer assumptions, focused management questions and explicit 100-day priorities.
The assessment is designed to complement, not imitate, the rest of the diligence workstream.
The emphasis is on how the commercial system actually operates: revenue quality, transferability, owner dependency, sales execution, pricing, forecast credibility, evidence and post-close value-creation implications. Market CDD can sit alongside it where required.
Yes. The scope is explicitly bounded so the work complements financial, legal, tax, market, technical and cyber diligence rather than duplicating it.
By tracing the plan back to historical conversion, customer behaviour, capacity, pricing, channel performance, sales productivity and the evidence supporting management's stated assumptions.
We look beyond labels such as recurring or repeat to test concentration, tenure, retention, renewal behaviour, contract structure, dependency, margin, expansion and the evidence trail behind the revenue.
We look for underexploited commercial levers such as pricing, account expansion, proposition, recurring-revenue potential, channel, sales productivity and management systems — then separate evidence from inference and unvalidated hypothesis.
That is the purpose of the Not-Ready View: identify what has to change, what evidence needs to build and when the asset should be reassessed.
Yes. Comprehensive work can produce initial 100-day priorities. Full post-close execution is a separate scope and is deliberately not bundled into the diligence engagement.
Potentially, yes. Diagnose → Plan → Execute is the core method, but post-close execution is separately scoped and is not part of the current V1 package layer.
Tell us where you are in the deal and what decision you need to make. We will map the right depth of assessment to the transaction.