Services

INTELLIGENCE FIRST.
EXECUTION WHEN IT EARNS ITS KEEP.

Four ways we work with clients — from full acquisition diligence to right-sized investment checks, fundability packaging, and AI agent deployment when the strategy earns it.

YOU DON'T JUST NEED TO KNOW IF THE DEAL IS GOOD. YOU NEED TO KNOW WHAT TO DO WITH IT AFTER.

Most diligence firms hand over a report and disappear. We stay through the first 90 days post-close — building the growth plan, identifying quick wins, and making sure the investment thesis becomes an operating reality. That's the difference between buying a business and building one.

Our Approach

OPERATOR JUDGMENT · AI-ACCELERATED RIGOR

We have spent decades inside operating businesses — 4,000+ companies inform our pattern recognition. AI compresses research and synthesis timelines; it does not replace accountability for the recommendation you take into a deal or a raise.

01 / SERVICE

Pre-Acquisition Intelligence

The “should I buy this?” engagement — market, digital, and growth diligence before you wire eight figures.

Investment

$50,000–$75,000

Timeline

4–6 weeks

✓
Competitive landscape and positioning map
✓
Digital footprint audit: SEO, traffic, backlinks, brand sentiment
✓
Tech stack and operational risk flags
✓
CAC modeling, market sizing, and TAM view
✓
Go / no-go recommendation with executive briefing
✓
90-day post-acquisition growth plan — not an outline, a playbook you execute from day one
Ideal client

First-time buyers who need someone in their corner beyond the broker and the attorney. Family offices, PE operators, serial acquirers, and search funds who need market, digital, and growth diligence their in-house bench doesn’t cover.

Full scope & process →
01
Pre-Acquisition Intelligence
$50,000–$75,000 4–6 weeks
Competitive landscape and positioning map
Digital footprint audit: SEO, traffic, backlinks, brand sentiment
Tech stack and operational risk flags
CAC modeling, market sizing, and TAM view
02 / SERVICE

Funding Readiness & GTM Packaging

Make the company fundable — narrative, metrics, and presence that stand up in a real data room.

Investment

$35,000–$50,000

Timeline

6–8 weeks

Optional $7,500–$10k/mo through the raise.

✓
GTM strategy documentation and pitch narrative (story, not deck design)
✓
Analytics and attribution cleanup — defensible numbers
✓
Competitive positioning and digital presence overhaul
✓
Customer journey mapping
✓
Marketing / growth metrics packaged for investor confidence
Ideal client

Seed–Series A teams, bootstrapped businesses approaching first institutional round, owners preparing for strategic exit.

Full scope & process →
02
Funding Readiness & GTM Packaging
$35,000–$50,000 6–8 weeks
GTM strategy documentation and pitch narrative (story, not deck design)
Analytics and attribution cleanup — defensible numbers
Competitive positioning and digital presence overhaul
Customer journey mapping
03 / SERVICE

Investment Due Diligence

Before you write a $25K–$100K check, get an objective read on whether the business is real.

Investment

$3,500–$7,500

Timeline

1–2 weeks

✓
Business model and market viability assessment
✓
Competitive snapshot — who else is in this space and how defensible is the position
✓
Financial health check — unit economics, burn rate, revenue quality
✓
Risk flags — what they’re not telling you or don’t know themselves
✓
Investment recommendation — go/pass, with suggested terms and negotiation points
✓
If go: what to negotiate, what to protect, and what milestones to tie funding to
Ideal client

Professionals earning $350K–$650K+ who invest in small businesses, startups, friend-and-family rounds, or partnerships — and want an experienced, objective set of eyes before committing capital. You’re not a VC. You don’t have a diligence team. You have good judgment and you want backup.

Full scope & process →
03
Investment Due Diligence
$3,500–$7,500 1–2 weeks
Business model and market viability assessment
Competitive snapshot — who else is in this space and how defensible is the position
Financial health check — unit economics, burn rate, revenue quality
Risk flags — what they’re not telling you or don’t know themselves
04 / SERVICE

AI Agent Strategy & Deployment

After the strategy is set — where agents earn leverage, and how we deploy them responsibly.

Investment

$15,000–$25,000

Timeline

Assessment & roadmap

Deployment is scoped separately once the roadmap is approved.

✓
AI readiness assessment — highest-leverage agent surfaces
✓
Architecture and deployment plan
✓
Workflow automation mapping
✓
Implementation priced per agent / workflow (scoped after roadmap)
Ideal client

Buyers and operators who want execution systems after diligence or GTM work — an upsell to intelligence, not a substitute for it.

Full scope & process →
04
AI Agent Strategy & Deployment
$15,000–$25,000 Assessment & roadmap
AI readiness assessment — highest-leverage agent surfaces
Architecture and deployment plan
Workflow automation mapping
Implementation priced per agent / workflow (scoped after roadmap)

TALK THROUGH THE DECISION
IN FRONT OF YOU

We'll confirm fit, scope, and timeline — no generic pitch deck required.

Request a briefing →