Data-Driven Commercial Due Diligence for Private Equity
Test the deal thesis in the target's own data
We test the claims a deal is priced on, such as retention, pricing power and room to grow, in the target's own customer and transaction data.
We have done inside-out diligence for PE deal teams, from modeling a broadband provider's white space across more than 41,000 markets in two weeks to a three-week read of 15 years of a target's data that kept the deal team from overpaying.
Two objectives
We work alongside your commercial diligence firm: they bring market context from the outside, we bring measured behavior from the inside.
We test management's claims, the CIM and customer interviews against what the customer and transaction data actually record.
How customers responded when prices actually moved, what predicts churn, and what each lever in the model is worth.
Built for the deal clock
Inside-out work needs the data room, and the data room opens late.
- Before LOI
Scope it alongside the commercial diligence
Agree scope and the data request early, so the window goes to analysis.
- Exclusivity
The confirmatory read, in a fixed window
Findings land while price, structure and the model can still change.
- After close
Nothing is wasted if the window was tight
The same models become the value creation baseline.
- Sell side
Or close the gap before buyers find it
Sellers run the same check on their own timetable.
Findings can also come as a scenario tool for flexing price, retention and rollout assumptions before investment committee.
From diligence finding to value creation lever
Diligence models become each lever's measured starting point.
100-Day Value Baseline →Scope inside-out diligence for your next deal
The earlier we scope, the more of the confirmatory window goes to analysis rather than data requests.