Our Due Diligence Philosophy

Investment Thesis-Led Approach

We apply an investment thesis-led due diligence framework that starts with clear hypotheses and validates them through comprehensive analysis. Our approach combines the institutional rigor of top-tier investment firms with the operational insights that come from building and scaling SaaS companies ourselves.Our due diligence process is designed to not only assess investment opportunities but to immediately identify value creation levers and begin the transformation process from day one.

Integrated Due Diligence Framework. Our Six-Pillar Approach

1. Commercial Due Diligence

Market analysis and competitive positioning • Total addressable market (TAM/SAM) validation • Customer segmentation and retention analysis • Pricing strategy optimization opportunities

2. Financial Due Diligence

Three-year financial statement analysis • SaaS metrics validation (ARR, MRR, CAC, LTV, churn) • Unit economics and cohort analysis • Revenue quality and predictability assessment

3. Operational Due Diligence

Management team assessment and organizational structure • Operational scalability and efficiency analysis • Process optimization opportunities • Technology infrastructure and product roadmap evaluation

4. Technology Due Diligence

Software architecture and scalability assessment • Data security and compliance evaluation • Integration capabilities and API strategy • Technical debt and development velocity analysis

5. Legal & Regulatory Due Diligence

Corporate structure and governance review • Customer and vendor contract analysis • Intellectual property assessment • Compliance framework evaluation (GDPR, CCPA, SOC 2)

6. ESG Due Diligence

Environmental impact and sustainability practices • Social responsibility and stakeholder management • Governance structure and board effectiveness • Risk management and ethical business practices

SaaS-Specific Due Diligence Excellence

Specialized SaaS Evaluation Framework

Revenue Quality Analysis

ARR/MRR breakdown by customer cohorts and product lines • Customer concentration risk assessment • Contract terms and renewal probability analysis • Expansion revenue and upsell potential evaluation
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Customer Success Metrics

Net Revenue Retention (NRR) and Gross Revenue Retention (GRR) • Customer health scoring and churn prediction • Product usage analytics and feature adoption rates • Customer satisfaction and Net Promoter Score (NPS) analysis
Automation

Go-to-Market Efficiency

Sales funnel analysis and conversion optimization • Marketing channel effectiveness and CAC trends • Sales team productivity and quota attainment • Partner channel performance and scalability
Growth

Product-Market Fit Validation

Feature usage and customer engagement analysis • Competitive differentiation and moat assessment • Product roadmap alignment with market needs • Technical scalability and performance metrics
Exit

Proprietary Tools & Analytics

Advanced Data Analytics Platform

Our due diligence process is enhanced by institutional-grade tools and analytics:

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Proprietary Benchmarking Database

  • SaaS metrics benchmarking against 1,000+ companies
  • Industry-specific performance comparisons
  • Growth trajectory modeling and forecasting
  • Competitive positioning analysis
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AI-Enhanced Due Diligence

  • Automated financial analysis and anomaly detection
  • Customer behavior pattern recognition
  • Market trend analysis and opportunity identification
  • Risk assessment and mitigation recommendations
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Real-Time Dashboard Analytics

  • Live SaaS metrics monitoring and reporting
  • Customer health scoring and churn prediction
  • Revenue forecasting and scenario modeling
  • Operational KPI tracking and optimization

Due Diligence Process & Timeline

FAQ illustration

Risk Assessment & Mitigation Comprehensive Risk Framework

Our due diligence process identifies and addresses risks across multiple dimensions:

  • 1

    Business Model Risks

    • Customer concentration and dependency
    • Competitive threats and market disruption
    • Technology obsolescence and platform risks
    • Regulatory and compliance exposure
    Step illustration
  • 2

    Financial Risks

    • Revenue quality and sustainability
    • Cash flow predictability and seasonality
    • Working capital requirements and management
    • Debt capacity and covenant compliance
    Step illustration
  • 3

    Operational Risks

    • Key person dependency and succession planning
    • Scalability constraints and bottlenecks
    • Cybersecurity and data protection
    • Vendor dependency and supply chain risks
    Step illustration
  • 4

    Market Risks

    • Economic sensitivity and recession resilience
    • Market saturation and growth limitations
    • Competitive dynamics and pricing pressure
    • Technology disruption and innovation cycles
    Step illustration

Value Creation Integration Immediate Value Creation Identification

Our due diligence process seamlessly transitions into value creation:

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Quick Wins Identification (0-90 days)

  • Pricing optimization opportunities
  • Sales process improvements
  • Cost reduction initiatives
  • Customer success enhancements
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Medium-Term Growth Initiatives (3-12 months)

  • Product development acceleration
  • Market expansion opportunities
  • Strategic partnership development
  • Operational efficiency programs
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Long-Term Strategic Initiatives (1-3 years)

  • Platform expansion and new product development
  • Geographic expansion and internationalization
  • Strategic acquisitions and partnerships
  • Exit preparation and positioning

Institutional Standards & Governance

Our process meets the highest institutional standards:

Quality Assurance Framework

Multi-disciplinary team approach • Independent expert validation • Standardized checklists and procedures • Continuous process improvement

Documentation & Reporting Standards

Comprehensive due diligence reports • Executive summary and investment memos • Risk assessment matrices • Value creation roadmaps

Stakeholder Communication

Regular progress updates • Transparent risk disclosure • Clear investment rationale • Post-investment monitoring plans

What Sets Our Due Diligence Apart

Operator-First Perspective

Real-world SaaS building and scaling experience • Practical understanding of operational challenges • Proven track record of value creation • Deep empathy for management teams
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Institutional Rigor

Benchmarked against top-tier investment firms • Comprehensive risk assessment frameworks • Standardized processes and quality controls • Transparent and thorough documentation
Automation

Technology Integration

Advanced analytics and AI-enhanced insights • Proprietary benchmarking databases • Real-time monitoring and reporting capabilities • Scalable and efficient process execution
Growth

Value Creation Focus

Immediate identification of improvement opportunities • Seamless transition from due diligence to value creation • Proven playbook for SaaS optimization • Long-term strategic partnership approach
Exit

Success Metrics & Outcomes Due Diligence Excellence Indicators

Process Efficiency

  • Average due diligence completion time: 8-10 weeks
  • 95%+ accuracy in financial projections
  • Zero material post-closing surprises
  • 100% management team retention post-acquisition

Value Creation Results

  • Average 40% improvement in key SaaS metrics within 12 months
  • 25%+ increase in enterprise value within 24 months
  • 90%+ success rate in achieving investment thesis
  • Industry-leading exit multiples and returns
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Ready to experience due diligence that combines institutional rigor with operational expertise?

For Portfolio Companies: Benefit from a due diligence process that identifies immediate value creation opportunities 

For Co-Investors: Partner with a fund that brings unparalleled due diligence capabilities and operational insights

For Management Teams: Work with investors who understand your business and can accelerate your growth

Partner With Institutional-Grade Due Diligence

Ready to experience due diligence that combines institutional rigor with operational expertise?

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    For Portfolio

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    Benefit from a due diligence process that identifies immediate value creation opportunities
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    For Co-

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    Partner with a fund that brings unparalleled due diligence capabilities and operational insights
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  • For Management

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    Work with investors who understand your business and can accelerate your growth
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Our Promise

We combine hands-on marketing expertise (Agile Growth Labs) with professional M&A guidance—all managed by a single team. Whether you’re looking to grow or go, we’ll help you do it faster and more profitably.

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