Operator-led GTM diligence for PE, VC, and M&A buyers. We stress-test the revenue story and deliver an IC-ready verdict.
Holds are longer. Fundraising windows are stretched. Add-ons dominate the deal flow. The margin for GTM execution error has narrowed.
The squeeze is real. Stress-testing the revenue story before commitment is no longer optional. It's the cheapest way to price the GTM risk.
Independent assessment of revenue quality, pipeline integrity, and GTM scalability. Findings ranked by deal impact, priced for your IC.
GTM diligence scoped to your acquisition thesis. Customer concentration, retention risk, team dependency, market defensibility.
Same methodology investors use to evaluate your deal, run before the process starts. Find the gaps. Fix them. Enter DD with confidence, not surprises.
Embed a fractional GTM leader to fix what the DD uncovered and scale your portfolio companies hands-on. Learn more →
But 40% sits in one account, NRR is declining, and the pipeline relies on a handful of key relationships, not a repeatable process.
But CAC has doubled in 18 months, sales cycle is lengthening, and the ICP shifted without anyone noticing.
But the ICP that drove initial traction isn't the one in the growth plan. The buyer profile shifted, the competitive landscape changed, and the pricing that worked at $1M ARR breaks at $5M.
Six dimensions that go deeper than the data room. Each scored, risk-rated, and mapped to deal impact so your IC can price the risk, not guess it.
Six dimensions assessed
Concentration, cohort retention, contract durability, expansion vs. new logo mix, and revenue predictability under stress scenarios.
Stage progression accuracy, coverage ratios, velocity trends, conversion by segment. Is the pipeline built to sustain growth or built to close a round?
CAC payback, fully-loaded LTV, blended vs. segment-level margins, and trajectory under the deal model's growth assumptions.
Gross and net retention by cohort, churn drivers, expansion triggers, and the gap between reported NRR and economic NRR.
Quota attainment distribution, ramp times, key-person dependency, process maturity, and ability to scale without the founders selling.
Competitive positioning durability, ICP clarity, pricing power signals, and whether growth requires category expansion or market share capture.
These are not edge cases. They are systematic patterns we surface again and again across SaaS, fintech, DeFi, and B2B tech deals. Knowing where to look is half the work.
12 years operating at the intersection of tech, finance, and regulation across 9 countries. I've raised capital, evaluated deals as an investor, architected GTM strategies, and scaled revenue from early-stage startups to scale-ups across digital assets, fintech, and B2B SaaS. I know which questions matter most and where the real risks and opportunities live.
Connect on LinkedInThree views from a real assessment. Names redacted. The signal is what your IC sees on day one.
Top customer = 38% of ARR. Renewal in Q3.
2.1x on plan vs. 3.5x required at this stage.
71% of FY deals touched by CEO directly.
Composite score + dimension-level ratings with risk flags ranked by deal impact.
2-page IC summary. Findings, deal implications, and risk-adjusted considerations.
Full analysis across all six dimensions. Data-backed, interview-driven, evidence-supported.
Presentation to your deal team or board. Findings, Q&A, scenario walk-throughs.
From a quick roast to a full 360. Transparent pricing, no surprise scoping calls.
The Roast is your filter. AI-powered, human-reviewed, delivered in days. It tells you if a deal's GTM is worth going deeper on. The Premium is your verdict. Operator-led, interview-driven, IC-ready. It tells you whether to do the deal and at what price.
Advisory firms charge $150K+ and assign junior analysts who run frameworks. We go deeper into what actually drives revenue: pipeline quality, sales process maturity, customer concentration, founder dependency. Operator experience from both sides of the deal table. Sharper signal, faster delivery, a fraction of the cost.
AI is compressing sales cycles and making entire GTM motions obsolete overnight. A revenue engine that worked 18 months ago may already be breaking. GTM DD reveals whether growth is built on durable mechanics or on assumptions the market has already moved past.
Series A through growth-stage VC, M&A, and PE deals. Earlier-stage deals focus on founder dependency and pipeline repeatability. Later-stage deals stress-test unit economics, retention, and whether the GTM scales without the founders selling.
Yes. We run the same assessment investors would, before the process starts. You find the gaps, fix them, and enter DD with confidence instead of surprises. Better to discover a problem yourself than have an investor find it for you.
Yes. Hidden customer concentration, inflated pipeline, retention numbers masking net losses, a GTM motion that collapses without the founder. We don't kill deals. We make sure you price the risk before you commit the capital.
Tell us about the deal. We'll tell you what a scoped assessment looks like and whether it's worth your time.