Use case · Commercial due diligence

Conviction your IC can interrogate.

Full commercial due diligence for platform and add-on deals delivered as a report where every claim is traceable to its source.

The deliverable

A full CDD — or the questions that can break the deal.

Our offering is modular: every building block of a complete commercial due diligence, run as one engagement or as a focused effort on the few questions that matter most.

Revenue quality

Recurring subscription carries 64% of revenue at 117% net retention — a durable earnings base, tempered by top-ten customer concentration of 34%

Revenue by stream
64%
26%
10%
Subscription · $55MServices · $22MImplementation & other · $9M
Customer concentration, share of revenue
Largest customer
9%
Top 5
24%
Top 10
34%

These are example topics. What clients want to understand varies widely — we scope the module set around your questions.

How an engagement runs

White-glove service. Powered by AI.

All we need from you are your key questions. A project lead with prior experience at McKinsey, BCG or Bain runs the engagement end to end, with AI agents doing the legwork.

Scope of work
Signed-off
01 · Research plan & objectives

It starts with a call to understand your deal thesis. An experienced project lead scopes the work for your sign-off.

LIVE
Expert interview in progress
02 · Data gathering

AI agents interview customers, competitors and operators in parallel — and gather the market data behind the thesis.

Quality checks · ID-146 / 6 pass
Insightfulness
Integrity
Coverage & depth
Authenticity
No MNPI
No PII
03 · Data validation

Every call is scanned by AI and reviewed by a human consultant — for quality, integrity, and no MNPI or PII.

04 · Analysis

Thousands of data points from interviews and research are converted into analysis that answers your key questions.

Draft · exhibit 12 of 34
✓ Approved↺ Revise
05 · Review & synthesize

Findings are framed and challenged by senior consultants. Nothing ships unsigned.

Net promoter · click a segment
18
29
53
“We ran a consolidation review last year and walked away — the workflow depth saves our analysts close to a day a week, and no one else got within…”
ID-14 · Head of Ops, mid-market · promoter
06 · Interactive report

A traceable, interactive report — every claim linked to its evidence, delivered in PPT and PDF.

The standard of evidence

Findings you can interrogate.

Every exhibit references its sources. Select a finding, read the evidence behind it — before you act on it.