Services

Start with one of three fixed-scope assessments.

Four commercial questions drive most of these decisions: acquisition thesis, pricing, go-to-market motion, and partner channel. Each assessment answers one. Fixed scope, fixed deliverable.

Start here 24 hours $1,500 – $2,500

Signal Check

An outside look at whether the commercial story holds before you sign the LOI. Three to five screening questions: the ones that, if the answers are bad, make the rest of the process irrelevant. A direct call to go, reprice, or ask more before you commit.

Deliverable
3–4 page memo, Red / Yellow / Green verdict per question
Timing
24 hours after intake
Scope
Desk research only: public signals, no calls, no seller access required
Best fit
Deciding whether to LOI. Investors want the story validated before exclusivity.

Desk research, not formal diligence, QoE, or investment advice. An outside look at the commercial questions most LOI processes skip.

72 hours $3k – $7.5k

Commercial Growth Snapshot

An outside look at one commercial question (acquisition thesis, pricing story, GTM bottleneck, or partner channel), built from public signals and the context you provide.

Deliverable
8–15 page decision memo with a direct verdict and the key follow-on questions
Timing
72 hours after intake
Price
$3k–$7.5k per assessment; beta rate available for first 2–3 assessments
Best fit
Pre-LOI thesis check or active operator decision
1–2 weeks Scoped on request

Partner Program Design

For B2B companies with partner listings, integration directories, or reseller agreements that haven't produced repeatable deal flow.

Deliverable
Partner motion, packaging, scorecard, resale path, and first operating dashboard
Timing
1–2 weeks after intake
Price
Scoped on request
Best fit
Stalled partner program, integrations with no resale path, unclear channel conflict
Boundary
Architecture and operating artifacts, not outsourced partner management

Three assessments compared

Start with the Signal Check when you need a fast outside read before committing: an LOI, a pricing change, or a new channel structure. If the question runs deeper, or you already know the decision is real, the Snapshot is the right call. Partner Program Design is a separate track for when the problem is specifically a partner or channel program that is not producing.

Signal Check Growth Snapshot Partner Architecture
Price $1,500 – $2,500 $3,000 – $7,500 Scoped on request
Turnaround 24 hours 72 hours 1 – 2 weeks
Output 3–4 page memo, R/Y/G per question 8–15 page decision memo Channel model + operating artifacts
Scope 3–5 screening questions, desk research only One full commercial question (thesis, pricing, GTM, or partner) Partner program diagnosis + architecture design
Best fit Pre-LOI screening Pre-LOI thesis check or operator decision Channel builder or operator with a stalled partner program

What the output actually looks like

A Signal Check produces a 3–4 page memo with a direct verdict and a specific next step. Below is a redacted example.

Sample output / redacted

Commercial question: Does the pricing story hold at the reported revenue and margin level?

Kill check 1: Customer concentration YELLOW

Three customers are named across public press and LinkedIn materials. Working from visible deal sizes and announcement timing, the top customer likely accounts for more than 40% of revenue. No renewal timeline or contract terms are visible publicly. At deals this size, concentration above 30% in a single customer is a repricing trigger.

Next step: request a three-year customer revenue breakdown from seller before LOI.

Kill check 2: Pricing defensibility RED

Published rate cards from three direct competitors put the category pricing range 20–30% below what the seller's revenue and cost figures imply. To justify the reported margin, the seller either has a technical advantage that doesn't show up in public filings, or is pricing at a premium no competitor has matched. Neither shows up in public signals.

Next step: ask seller to explain the margin source before exclusivity. Do not sign at current price without this answer.

Kill check 3: Market size vs. forward story GREEN

Three independent sources (industry association report, public comp revenue set, analyst category estimate) support the total addressable market figure in the seller's deck. The growth rate is aggressive but within the historical range for this category. Market size is not the risk here.

Recommended next step

Get a three-year customer revenue concentration breakdown before signing. If the top customer is above 30%, reduce the offer by 15–20% or negotiate a retention earnout tied to that customer's renewal. Kill check 2 is the harder problem. Do not go to exclusivity without a direct answer on where the margin comes from.

Boundaries

These are outside commercial reads, not formal diligence. They do not include:

Have a live commercial question?

Start with one of the three assessments above. Fixed scope, direct deliverable. If the question runs deeper after the engagement, some clients continue to ongoing advisory work.

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