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 memoOne document. The thesis, the numbers, the risks, the price — argued, not asserted.
- Financial due diligenceQuality of earnings, working-capital normalisation, net-debt bridge, revenue-quality tests.
- Commercial diligenceMarket sizing, competitive position, customer references, unit economics under stress.
- Deal modelSources & uses, returns, sensitivity, covenant headroom — auditable, not fragile.
B · Who it’s for
Investors, boards, strategic acquirers.
- Funds & family officesSecond-opinion diligence, red-flag reads, and IC-grade memos on live opportunities.
- BoardsIndependent view on a management-led acquisition, MBO, or capital event.
- Corporate developmentBolt-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.
Continue
