Engagement / Offering
Offering 01 · 4 weeksCommercial Due Diligence
A structured assessment across all nine foundations for a single portfolio company or acquisition target. Scored, prioritised, board-ready.
What it is
An evidence-based read of commercial readiness, scored foundation by foundation: Strategic Positioning, Segmentation & ICPs, Product Marketing, GTM Strategy, Sales Enablement, Content & AEO, Demand Generation, Customer Marketing, and Exit Strategy & Equity Story. Built for two audiences at once: partners deciding where operating attention or capital should go, and portfolio leadership who need a credible external read rather than a self-graded one.
Particularly suited to pre-acquisition diligence (is the commercial engine as strong as the topline suggests), the first 90 days of ownership (where should attention go first), or pre-exit preparation (what would a buyer's own commercial diligence find).
How we run it
Scope & Baseline
Data room, CRM, and collateral review. Stakeholder mapping and kickoff.
Structured Interviews
Leadership, sales, marketing, and a customer sample, against a consistent rubric.
Scoring & Triangulation
Findings scored per foundation, checked against competitive and market signals.
Readout
Board-ready scorecard, prioritised gap list, and a recommended starting point.
What you get: a scored diagnostic across all nine foundations, a gap list ranked by impact and effort, and a clear recommendation for what to run next.