Bolt-on CDD, IC-ready in three weeks.

Sector
B2B Technology
Revenue
£10–25m
Engagement
Transaction Support
Service line
Commercial Analytics

The situation.

A technology business was looking at a bolt-on acquisition in the £10–25m revenue range, with key questions around customer revenue quality, the performance of different cohorts and the future pipeline.

The process.

We built a simple customer cube from a range of Excel-based inputs and a view of customer cohort retention and health, including a twelve-month forecast and a segmentation of the combined business across client sector, size, NRR and GRR. We collaborated with the fund and management throughout to prioritise the questions that mattered and de-scope the rest.

The outcome.

A three-week exercise on targeted CDD questions, ending in a roughly 30-slide deck presented to the board and taken into IC.

Thanks for this piece of work. It was exactly what we needed and was completed very efficiently.
Investment Director
MORE WORK

Other engagements.

TECHNOLOGY · COMMERCIAL ANALYTICS

Data and insight at their fingertips, driving growth.

Personalised, AI-based insights that drive product usage and network effects.

Read the case study
ADTECH · FOUNDATIONAL DATA

Performance drivers, automated end to end.

A full reporting and P&L suite underpinned by one source of truth.

Read the case study
B2B SAAS · COMMERCIAL ANALYTICS

Up to £4m of ARR found through price optimisation.

ARR opportunity identified from price optimisation.

Read the case study

Get in touch

We'll walk you through how we work, the shape of a typical first engagement, and the case studies closest to your situation.

W H A T   Y O U   G E T
  • Senior, UK-based analyst leads. No offshore handoffs.
  • Six diligence pillars, one cube, one data room.
  • KPI definitions matched to your sponsor's LPA (limited partnership agreement).
  • A first finding usually within six weeks.