Digital Forms

On most deals the technology read comes back as a risk report at close, and the value creation plan gets drafted by advisors who move on once the ink is dry. You're left executing a plan written by people who were never going to be in the room for it. We work the other way. The same partner who scores the risk pre-deal co-authors the value creation plan and stays embedded through the hold to deliver the EBITDA — plan and delivery in one place, from term sheet to exit. Get a free ~30-minute read on your next target and a founder shows you what that plan would hold.

Real diligence budget goes in the same whether the deal closes or dies in IC. Spend it on a target you don't win and it's gone, with nothing to show for the technology work. Start with a free, no-obligation look instead. We read the target's operational risk and upside from its public footprint and tell you quickly what we see, so the serious budget only goes in once you've got conviction. Get a free ~30-minute read on your next target before you commit a diligence dollar to it.

Commercial diligence is covered. Financial diligence is covered. Then the technology read comes back as a risk report, gets filed, and the operational upside never reaches the model. That upside runs both ways: cost taken out of the operation, and throughput freed so the top line grows without new headcount. We put a conservative, confidence-rated EBITDA number on it, before you commit real diligence budget. Get a free ~30-minute read on your next target — a founder looks at it with you and tells you quickly where the upside sits.

By close, most deals have a value creation plan with a hole where the technology chapter should be. The read that would have filled it got handed over as a standalone risk report and left to execute alone. We write it into the plan before close, so the highest-ROI moves are sequenced for the first quarter and delivery starts in week one with zero ramp-up. Get a free ~30-minute read on your next target and see what that technology chapter would hold.

Most mid-market targets scaled by adding people to process the same forms, cases and claims. That manual work rarely surfaces in financial diligence, even though a real share of the EBITDA is sitting behind it. We quantify it: the addressable hours, the automation gaps, and the throughput you free without new headcount. None of it needs a new core system. Get a free ~30-minute read on your next target — a founder gives you a fast read on where the manual work is costing margin.

A traditional technology read tells you what's wrong, then leaves you to execute it alone once the advisors have moved on. The findings get filed and rarely make it into the price. We do it the other way round. Every flag comes back as something the deal team can act on — a price chip, a rep and warranty, or a red line — and the same partner who scores it stays in to deliver the fix. Get a free ~30-minute read on your next target and see which flags would actually get priced.