Value Creation Evidence for PE Exit Readiness

The evidence behind the equity story, built before buyers ask for it

We document that the value created during the hold came from the plan, will last under a new owner, and includes value trailing financials don't yet show.

From work we have done

A newer offering, built on methods we use across our work: production modeling that attributed a 20% productivity gain to the levers that produced it, and a causal revenue model of subscriber attrition.

Six sections, each answering a buyer's question

The structure comes from pharmaceuticals, where a drug's value is proven to payers in a dossier that pairs every claim with its evidence. It complements bankers and QofE, not substitutes for them: they tell the story and validate the numbers, and the dossier supplies the evidence between them.

1 · The thesis, then and now
What was underwritten, and what was delivered
2 · Value attributed
What the plan caused, apart from tailwinds and acquired revenue
3 · Value not yet visible
What the trailing numbers miss
4 · Durability
Why it will last under a new owner
5 · The forward case
What the next owner can still do
6 · The evidence
Data and methods a buyer can check

Proof is strongest when it is collected, not reconstructed

The earliest start is the beginning of the hold, when the 100-Day Value Baseline sets the measurement for each lever.

12–24 months out

Start the evidence while there is still time to build it

Agree which claims the exit story rests on, and start measuring them.

6–12 months out

Attribute what has been created

Separate the plan's effect from tailwinds and acquired revenue.

Before launch

Assemble the proof, and close any gaps

Run the check a buyer's diligence will run, on the seller's timetable.

In the process

Feed the bankers, the CIM and the data room

Answer buyers' inside-out questions with analysis that already exists.

The method can also be packaged as an agent or skill that keeps the proof current through the hold, with the judgment about what the evidence means staying with us.

Start the proof while there is still time to build it

The strongest dossiers are planned a year or more before launch.