BEFORE YOU WIRE THE MONEY, KNOW WHAT YOU ARE BUYING.
Financial and legal diligence are table stakes. We focus on market, digital, growth mechanics, and operational risk — the gaps that show up six months after close.
Family offices, private equity operators, serial acquirers, wealthy individuals buying their first operating company, and search fund operators who need institutional-quality market and digital diligence without building an in-house team.
INVESTMENT & TIMELINE
$50,000–$75,000
Typical engagement: 4–6 weeks
Optional post-acquisition advisory: $10,000–$15,000/mo.
DELIVERABLES
- Competitive landscape analysis and positioning map
- Digital footprint audit: SEO health, traffic trends, backlink profile, brand sentiment
- Technology stack assessment and integration risks
- Customer acquisition cost modeling and channel dependency view
- Market sizing and TAM analysis tied to defensible assumptions
- Operational risk flags surfaced for counsel and operators
- Go / no-go recommendation with supporting evidence
- 90-day post-acquisition growth plan outline
- Comprehensive written report + executive briefing
THREE PHASES
Scope & data access
We align on thesis, risk focus, and data room access. You get a clear workplan before research begins.
Deep-dive intelligence
Operator-led analysis accelerated by AI — competitive, digital, growth, and ops signals synthesized into a single view.
Decision & handoff
Executive briefing, written report, and optional post-close advisory retainer if you want us in the first 90 days.