Deal Diligence
Due diligence that protects capital and unlocks upside.
Where we step in
Startups and growth rounds
Acquisitions and roll-ups
Strategic partnerships and long vendor bets
Repricing and term tightening
"AI" claims that need verification, not applause
Security, privacy, regulatory, or IP exposure that can change the deal overnight
What we examine
Market reality
Demand sources, switching costs, pricing power, budget owners, silent substitutes.
Traction quality
Retention, expansion, sales-cycle truth, implementation burden, time-to-value, reference calls that can't be coached.
Technology and resilience
Architecture, scalability, performance constraints, technical debt, cloud cost curves, vendor dependency, disaster recovery posture, single points of failure.
Security and privacy
Practical posture, access boundaries, data classification, third-party risk, what breaks under scrutiny.
AI, without the buzzword tax
Data rights and governance, evaluation discipline, deployment reality, monitoring and drift, failure modes, unit economics under load.
IP, compliance, and legal exposure
Freedom-to-operate risk, licensing and open-source exposure, HIPAA/GDPR/SOC2 readiness where relevant, contract posture.
Team and execution capacity
Incentives, gaps, hiring realism, governance, whether the plan survives calendar reality.
Deal mechanics
Valuation sanity, term traps, downside protection, milestone structures, and the difference between a great company and a great investment.
What you receive
Executive Snapshot: the real story in 10 lines.
Deal Grade with rationale.
Bull/Base/Bear cases with probabilities and early warning signals.
Risk Register: Critical/Major/Minor with verification steps.
What's Missing: the exact proofs required to close uncertainty quickly.
The 12 high-leverage questions that decide the deal.
Recommendation options: Invest / Pass / Monitor / Reprice / Structure around risk.
Next actions: who to call, what to test, what to demand in writing.
In the room, on your side
When useful, we represent the buyer side in live conversations: founder calls, technical deep dives, leadership meetings. Not to argue. To listen with precision.
The goal is truth without turning the room defensive.
Confidentiality
Sealed-room standard. NDA-first. Least-privilege access. Time-boxed windows. Strict need-to-know. Materials are treated as engagement assets: not reused, not recycled, not referenced outside the work. No public attribution, no portfolio signaling, no case-study games.
Ready to begin?
Share the deck and the data room. We'll tell you what holds.