Before you sign the LOI, spend $5,000 and 48 hours.
A senior technical read on the target: what is actually built, what is held together with tape, and what it will cost you after close. Delivered in two to three days. Credited in full against the full diligence if you proceed.
Capacity: Two deal slots per month. Contact for the next available window.
When this engagement makes sense
A target has landed on your desk and you have days, not weeks, to decide on exclusivity.
The financials look clean and the technology story feels rehearsed.
The thesis depends on a platform, a data asset, or an AI angle you cannot verify from the CIM.
You want a defensible reason to walk, reprice, or proceed, in writing, before you commit.
Exclusivity is the most expensive signature in the process. Once you sign, the clock starts, the fees start, and your leverage starts draining. You will spend six figures on diligence to discover what a senior technologist could have told you in two days. And the technology is the part nobody on the deal team can read. The financials are audited. The contracts are reviewed. The codebase, the data model, and the revenue engine are taken on trust, and they are exactly where the surprises live. One bad technology assumption on a mid-market deal is not a rounding error. It is a rebuild that costs seven figures and eighteen months of the hold.
The deliverables
Go, no-go, or go-at-a-different-price recommendation
Stated plainly, with the reasoning. Delivered in a two-to-four page memo you can put in front of the deal team.
Top technical risks, priced
Not a list of concerns. A list of numbers. What it costs to fix, roughly, and what it costs if you do not.
Concentration flags
The single engineer who is the actual product. The one customer in the codebase. The dependency with no support contract.
Questions to aim the full diligence at
So the expensive process is aimed at the right things instead of the standard checklist.
A 30-minute call to walk the deal team through it
Same day the memo lands.
The engagement
Kickoff
45-minute call with the deal team. NDA, data room access, target introduction. You tell me where the deal is most likely to break; I tell you what I need.
Read
Architecture, code sampling, key management interviews, revenue engine, third-party dependencies. AI-accelerated code review runs in parallel with a human read.
Deliver
Memo lands. 30-minute walkthrough on the calendar. You have a defensible position on exclusivity before the deadline.
A good fit if
- PE sponsors weighing exclusivity on a $5M-$50M enterprise value target.
- Independent sponsors who cannot afford a wrong LOI.
- Strategics buying outside their core competence.
- Family offices doing a direct deal without a full operating team.
Probably not if
- ·You want a rubber stamp. We have killed deals. We will kill yours if it deserves it.
- ·You have already signed. Then you need the full diligence, not this.
- ·The deal is under $5M enterprise value. The economics do not justify it.
Two recent deals: one killed, one repriced.
One we killed: a bolt-on with $7M of EBITDA and an impressive product demo. Three days in, we found the platform was 80% custom services work billed as software, and the 'product' was a single engineer's laptop. The sponsor walked. The diligence fee they did not spend was the smallest part of what they saved. One we repriced: the target was sound but carried a data migration nobody had scoped, worth roughly $1.4M over two years. The sponsor went back with a number and closed at a lower price. The check paid for itself several hundred times over.
$5,000. Credited in full against the 5-Day Tech DD. Two slots per month.
What buyers ask
What often comes next
Ready to move?
$5,000 fixed · 48 to 72 hours · credited in full against the 5-Day Tech DD