COMMERCIAL DUE DILIGENCE

WHAT WE DO

We size, segment and forecast markets based on primary and secondary research. We leverage in-depth phone interviews and high-volume web survey questionnaires to build proprietary views on key market trends, customer buying habits and competitive dynamics.

WHAT WE DELIVER

With our clients’ investment hypotheses in mind, our deliverables provide a view on the target’s product-market fit, its competitive positioning, and its outlook in the near- to mid-term future.

TECHNOLOGY DUE DILIGENCE

WHAT WE DO

We examine the technology stack and architectures of the software products and the systems that automate service delivery, and evaluate the scalability, reliability, vulnerability and maintainability of these systems, among other key characteristics.

WHAT WE DELIVER

Based on a thorough understanding of the underlying talent and technology, our reports detail potential technology risks associated with the business and offer remediation strategies that can be executed post-close.

PRODUCT EVALUATIONS

WHAT WE DO

Our team builds a product test playbook and tests features across key user personas and use cases to assess resiliency, overall product-market fit, and buyer experience.

WHAT WE DELIVER

We provide a comprehensive analysis of the product features, starting with the buyer experience (e.g., ease of purchasing, ease of installation) to the product’s resiliency on a variety of operating systems. We also identify feature and functionality gaps.

100-DAY PLAN

WHAT WE DO

We assess a new portfolio company’s positioning within its competitive set, focusing on its current product portfolio. We also evaluate resources, costs, and timelines associated with various roadmap initiatives and strategies designed to improve the portfolio company’s outlook.

WHAT WE DELIVER

We put together a prioritized set of initiatives that will put the new portfolio companies on the right path after our clients finalize their transactions.