DVS
For FundsFor PortCos

A data narrative that drives your valuation.

Six diligence pillars, one cube. Bidder-ready in eight to twelve weeks, with a data room that survives FDD.

LiveReconciling
NNetSuite
SStripe
SSalesforce
HHubSpot
RRippling
ZZendesk
0/20/20/2
Diligence pillars
01Revenue
02Retention
03Margin
04Quality
05Concentration
06Efficiency
Data room · 265 documents
Financials
84 docs
Commercial
62 docs
Legal
48 docs
Tech
31 docs
HR
22 docs
ESG
18 docs
✓ Diligence-ready
Step1/4 · Connecting sources

For every stakeholder in the exit process.

If you run a fund

A repeatable cube used on every realisation: QofE, cohorts, ARR bridges, KPI register, synergies and definitions. Built once, refined per asset, and never started from scratch on the next exit.

If you run a portfolio company

Eight to twelve weeks from "we should probably tidy up" to bidder-ready. A data room that survives FDD, and a QofE pack that withstands buyer interrogation.

What funds tell us
“A really good data cube typically adds 1 to 2x on the multiple.”
Partner, PE fund

We hear versions of this from every fund we work with. A proper cube is true valuation work.

Six pillars · one cube

The cube buyers actually price on.

01

ARR Snowball

New, expansion, contraction, churn and reactivation, split at price, product and volume.

02

Cohort Retention

NRR and GRR by vintage, segment and ICP, rebuilt from raw events.

03

CAC Payback & LTV/CAC

How efficiently growth was bought, with payback periods that hold up to buyer rebuttal.

04

Rule of 40

Growth plus profitability, the headline benchmark buyers use to set the multiple.

05

Quality of Earnings

Revenue recognition cleaned, one-offs stripped, the recurring base clearly defined.

06

Pipeline Health

Ability to meet plan from recent pipeline generation, with proof that historic pipeline converts as expected.

Pillar01 · ARR Snowball

Symptoms

  • The buyer's FDD will pick at the numbers, and you know it.
  • The data room is a folder of PDFs.
  • KPI definitions do not match what the buyer wants.
  • You are relying on a verbal story to close the gap.

What we do

  • Build a six-pillar cube, tuned to your business model.
  • Index, redact and structure the data room to the buyer's due diligence flow.
  • Produce a QofE pack that withstands buyer-side rebuttal.
  • Run a live "ask" channel during the deal. We sit on calls when needed.

You walk away with

  • A bidder-ready data environment.
  • A QofE pack signed off by your auditor.
  • A KPI register where you own the definitions, argued out and evidenced before a buyer ever sees them.
  • A top-of-range valuation, because the buyer can verify what you claim.

From "we should probably tidy up" to bidder-ready.

Wk 0–101

Discovery

Source map, gap analysis and buyer-side definition match.

Wk 2–502

Cube assembly

Six pillars built and stratified. QofE pack drafted.

Wk 6–803

Data room

Indexed, redacted and sequenced to the buyer DD flow.

Wk 9–1204

Live deal

On-call for buyer questions. Rebuttal pack ready.

What you should be able to hand over on day one of FDD.

If you cannot tick every box, the buyer will. And every miss costs you a turn on the multiple.

W H A T   Y O U   G E T
  • ✓Reconciled GL, zero variance, audit-ready.
  • ✓Cohort retention by month, vintage and segment.
  • ✓ARR bridge: wins, losses, expansion and contraction.
  • ✓A KPI register where you own the definitions.
  • ✓Data room indexed, redacted and sequenced.
  • ✓QofE pack signed off by your auditor.
See for yourself

Exit Preparation in the field.

All case studies →
B2B ERP SOFTWARE · EXIT PREPARATION

A bidder-ready ARR cube, defended in DD.

NRR and GRR uplift from correct classification of ARR movements.

Read the case study →

What people ask first.

For the build itself, start at least eight to twelve weeks before LOI. In practice, exit preparation is best begun 12 to 18 months ahead of a planned sale, so KPI definitions can be settled and the numbers argued out before a buyer sees them.