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Selected Deliverable
Your chosen document type
Due Diligence
Due Diligence Report — Search Fund
Comprehensive analysis covering commercial, financial, and operational dimensions. Every finding traced to source documents with explicit reasoning chains.
Base price:$4,000Digital Twin Included
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Clarification Questions
Hover over any question to see an explanation
What is the target timeline for this document? *
How quickly do you need this finished? Is it urgent (a few days), normal (1-2 weeks), or can we take more time (4+ weeks)?
Who is the primary audience? *
Who will actually read this document? Board members, investment committee, the deal team working on it, outside advisors, or the business owners/principals?
What is the expected document length? *
How long should the final document be? A short summary (10-15 pages), a standard report (20-40 pages), or a full comprehensive analysis (50+ pages)?
Include a standalone executive summary?
Do you need a short summary at the front that makes sense on its own, so busy executives can read just that part without needing the full document?
What level of financial detail?
How much number-crunching should we show? Just the big picture story, a moderate amount with key figures, or full detailed financial models?
How should we present risks?
How should we present the risks? Just the top 3-5 biggest concerns, a full list with details, a colour-coded heat map, or a complete analysis of everything?
Include downside/stress scenarios?
Should we specifically show what happens if things go wrong? This means modelling worst-case situations to see how bad it could get.
Competitor/benchmark comparison level?
How much should we compare this to competitors or industry standards? None at all, a basic comparison, or a thorough benchmarking analysis?
Due Diligence Report Questions
TailoredWhat areas should we focus on?
Which parts of the business matter most for your decision? Commercial means customers, market, and competition. Financial means the numbers — earnings, cash flow, working capital. Operational means how the business actually runs — processes, systems, people.
How deep should we go?
How thorough should the analysis be? High-level is a quick review of the main issues. Standard is a thorough but focused analysis. Deep dive means we examine everything in detail — this takes longer and costs more, but leaves no stone unturned.
Include customer interviews?
Should we actually talk to the company's customers? This gives first-hand insight into how happy they are and whether they'll stick around after you buy the business. We can skip this, talk to just the top few, or do a wide sample.
Include supplier analysis?
Should we look at the company's suppliers and vendors? This helps understand if there are risks from depending too heavily on certain suppliers, or if costs might go up after you take over.
Management team assessment?
How closely should we evaluate the leadership team? A brief check covers the basics. Standard reviews their track record and capabilities. Comprehensive includes reference checks and detailed assessment of whether they can grow the business.
IT systems review?
Should we examine the company's technology and software? This matters if the business relies heavily on its systems, or if you're planning to integrate it with other companies. We can skip it, do a quick overview, or conduct a detailed technical assessment.
Legal and compliance check?
How much legal review do you need? Flag-only means we note any obvious issues but don't dig deep. Standard reviews the key contracts. Comprehensive is a full legal diligence — examining all agreements, litigation history, and regulatory compliance.
ESG considerations?
ESG stands for Environmental, Social, and Governance — things like carbon footprint, worker treatment, and ethical practices. Some investors require ESG analysis; others don't prioritise it. We can skip it, do basic screening, or provide detailed assessment.
Integration planning?
Should we include a plan for what happens after you buy the business? A 100-day plan outlines the key actions, priorities, and changes you'd make in the first few months of ownership. This is optional but helpful for complex deals.
Red flag threshold?
How much do you want us to flag? "Major issues only" means we'll only highlight serious deal-breakers. "Moderate and above" includes warning signs that need attention. "All findings" gives you the complete picture, including minor issues.
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Visualisations
Add dynamic charts and diagrams
Add Dynamic Visualisations?
Interactive charts, diagrams, and scenario views
From$100 each
What do these visualisations show?
Our visualisations help you see cause and effect in your business data. They show how one thing leads to another — for example, how improving customer service might lead to higher sales, which then increases profit margins.
They also highlight opportunities — gaps in the market, areas where the business could do better, or advantages over competitors that could be worth more money.
Think of them as smart diagrams that tell a story about where the value is and how to capture it.
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Select Your Tier
Choose the service level that fits your needs
Standard
Included
- Digital Twin + Chat
- 4 revision rounds
- 5-7 day turnaround
- Base scenario only
- PDF export
- 1 user access
Professional
+$500
- Digital Twin + Chat
- 6 revision rounds
- 3-4 day turnaround
- Base + 1 scenario
- Up to 3 static visuals
- PDF + Word export
- 3 user access
- 15-min analyst call
Recommended
Premium
+$1,200
- Digital Twin + Chat
- Unlimited revisions
- 48-hour turnaround
- Bull/bear/stress scenarios
- Up to 10 interactive visuals
- PDF + Word + PPT export
- 10 user access
- 30-min analyst call
Enterprise
+$2,500
- Digital Twin + Chat
- Unlimited revisions
- 24-hour turnaround
- Unlimited scenarios
- Unlimited animated visuals
- All formats + source files
- Unlimited user access
- Dedicated analyst support