For Deal Teams
GTM diligence, before the wire.
The financials say what happened. The go-to-market says what happens next. We diligence the revenue engine behind the numbers for PE funds, VCs, and corporate acquirers - and deliver a report your deal team can act on, at deal speed.
The deck vs the data room
Deck saysPipeline coverage: 3.8x
Stage-3+ coverage is 1.6x. Nearly half the pipeline has aged past 120 days.
Overstated
Deck saysCAC payback: 11 months
Blended number. Paid-channel payback is 29 months and rising quarter over quarter.
Overstated
Deck saysNet revenue retention: 118%
Confirmed in cohort data. Expansion motion is real and repeatable.
Verified
Deck saysForecast accuracy: 95%
The forecast was rewritten mid-quarter in three of the last four quarters.
Unsupported
Deck saysCustomer concentration: low
Top three customers are 41% of ARR, all renewing within 60 days of close.
Deal flag
0/5claims survived diligence
Illustrative sweep. This is what page one of the readout feels like.
What the report covers
01
Pipeline quality & coverage
Is the pipeline real? Stage integrity, coverage ratios, aging, and whether the forecast survives contact with the underlying deals.
02
Revenue durability
Concentration, retention, expansion, and churn mechanics. What portion of revenue is engineered to recur - and what is one relationship away from leaving.
03
CAC & unit economics
True acquisition cost by channel, payback, and how efficiency trends when the story is stripped of blended averages.
04
Team & motion
The GTM org behind the number: capacity, ramp, key-person risk, and whether the sales motion matches the market it claims.
05
Stack & data hygiene
CRM truthfulness, attribution reality, reporting integrity. Whether the dashboards the board sees are wired to anything.
06
The first 100 days
A post-close view: where the quick wins are, what breaks under new ownership, and what the GTM integration plan should prioritize.
How it runs
STEP 01
NDA & scope
Confidentiality first. We agree the questions the deal actually turns on, and scope the work to your timeline.
STEP 02
Data room & interviews
We work from the data room and structured management interviews - CRM exports, pipeline snapshots, funnel and cohort data, GTM org detail.
STEP 03
Analysis
Every claim in the deck tested against the systems underneath it. AI-assisted where it makes us faster, human judgement where it counts.
STEP 04
Report & readout
A written report with findings, risks, and the post-close view - plus a live readout with your deal team. Built for IC consumption.
Who engages us
PE
Private equity
Platform and add-on diligence where the GTM engine is a core part of the thesis - or the risk.
VC
Venture funds
Growth-stage checks where the round is priced on pipeline and efficiency claims worth verifying.
M&A
Corporate acquirers
Strategic acquisitions where GTM integration decides whether the deal model survives year one.
Confidentiality is the default. NDA before anything moves, clean-room handling of target data, and no reference to any engagement - ever - without written consent. If you are on the sell side preparing for a process, the same lens works in reverse: we pressure-test your GTM story before someone else does.