Commercial Due Diligence
Primary intelligence, on deal timelines.
A full commercial read on a target — customer dynamics, competitive position, channel economics, operator sentiment — delivered in the weeks you actually have, not the months a consultancy will quote.
Every engagement, the same 4 components.
Thesis test plan
Your investment thesis broken into the questions that would break it. Sourced against.
8–20 primary interviews
Customers, ex-employees, channel partners, competitors. Screened and structured.
Written CDD memo
IC-ready. Thesis, evidence, risks, open threads. Written to be read, not skimmed.
Raw transcripts on request
Every call, searchable. For your file.
A search, not a lookup.
Thesis intake
We read the CIM or the pitch, we sit with your deal team, we draft the hypothesis map.
Source
Targeted outreach to the people who can falsify the thesis. Not a broad sweep.
Interview
Structured calls, recorded with consent, logged against thesis.
Synthesize
One analyst writes the memo. Not a pyramid. The voice stays consistent.
Deliver
Memo, evidence log, live Q&A with IC if useful.
What makes our commercial due diligence different.
The expert-network category has become commoditized. These are the lines we will not cross.
Deal-cycle speed.
Typical turnaround: 10–20 days. Not a 6-week BCG engagement.
One memo, one author.
Not stitched together. The memo reads as a single argument, because it is.
Audit-ready by default.
Every interview logged, consented, retained per your retention policy.
Start with a commercial due diligence brief.
Tell us what you need to know. A named engagement lead replies within 24 hours. We’ll scope, price, and propose a team in the first call.