Wolfsted AdvisoryServices · Investment Analysis
02 / Service

Investment analysis that survives the investment committee.

Commercial and financial diligence, deal models, and memos designed for the people who actually approve — not the folder they live in.

A · Scope

What we produce.

  • Investment memo
    One document. The thesis, the numbers, the risks, the price — argued, not asserted.
  • Financial due diligence
    Quality of earnings, working-capital normalisation, net-debt bridge, revenue-quality tests.
  • Commercial diligence
    Market sizing, competitive position, customer references, unit economics under stress.
  • Deal model
    Sources & uses, returns, sensitivity, covenant headroom — auditable, not fragile.
B · Who it’s for

Investors, boards, strategic acquirers.

  • Funds & family offices
    Second-opinion diligence, red-flag reads, and IC-grade memos on live opportunities.
  • Boards
    Independent view on a management-led acquisition, MBO, or capital event.
  • Corporate development
    Bolt-on and platform diligence executed alongside internal teams.
C · The bar

Independent, and paid to be.

We are not a broker. We do not carry inventory. Our incentive is to give you the honest read — including the read that kills the deal. The value of a diligence process is the deals it stops, not the deals it approves.

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