Due diligence that protects capital and unlocks upside.
Built for investors and operators who move fast and dislike polite surprises.
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
Demand sources, switching costs, pricing power, budget owners, silent substitutes.
Retention, expansion, sales-cycle truth, implementation burden, time-to-value, reference calls that can't be coached.
Architecture, scalability, performance constraints, technical debt, cloud cost curves, vendor dependency, disaster recovery posture.
Practical posture, access boundaries, data classification, third-party risk, what breaks under scrutiny.
Data rights and governance, evaluation discipline, deployment reality, monitoring and drift, failure modes, unit economics under load.
Freedom-to-operate risk, licensing and open-source exposure, HIPAA/GDPR/SOC2 readiness, contract posture.
Incentives, gaps, hiring realism, governance, whether the plan survives calendar reality.
Valuation sanity, term traps, downside protection, milestone structures, and the difference between a great company and a great investment.
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.
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.
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.