Value Creation Diligence
Pre-Acquisition Due Diligence for Informed Decisions
Value Creation Diligence
Pre-Acquisition Due Diligence for Informed Decisions
Tech and operations diligence engineered for Independent Sponsors and PE firms. Validate your investment thesis. Identify hidden integration risks. Plan your first 100 days. All BEFORE you close
Tech and operations diligence engineered for Independent Sponsors and PE firms. Validate your investment thesis. Identify hidden integration risks. Plan your first 100 days. All BEFORE you close
Tech and operations diligence engineered for Independent Sponsors and PE firms. Validate your investment thesis. Identify hidden integration risks. Plan your first 100 days. All BEFORE you close
Tech and operations diligence engineered for Independent Sponsors and PE firms. Validate your investment thesis. Identify hidden integration risks. Plan your first 100 days. All BEFORE you close
Why Financial Diligence Isn't Enough
Why Traditional Diligence
Misses Critical Risks
Why Traditional Diligence Misses
Critical Risks
Traditional due diligence focuses on accounting, legal, and financial numbers. It completely misses:
Operational Risks:
• Undiscovered tech debt that costs $500K+ to fix
• Workflow bottlenecks that prevent scaling
• Process waste and hidden inefficiencies
• Leadership dependency on key people
Integration Risks:
• Operational readiness gaps that slow integration by 6+ months
• Hidden integration complexity and costs
• Misalignment between what you're buying and what you plan to do with it
• No clear roadmap for Day 1-100 integration
Result: You close the deal, find surprises, miss value creation targets, and timelines slip
Operational Risks:
• Undiscovered tech debt that costs $500K+ to fix
• Workflow bottlenecks that prevent scaling
• Process waste and hidden inefficiencies
• Leadership dependency on key people
Integration Risks:
• Operational readiness gaps that slow integration by 6+ months
• Hidden integration complexity and costs
• Misalignment between what you're buying and what you plan to do with it
• No clear roadmap for Day 1-100 integration
Result: You close the deal, find surprises, miss value creation targets, and timelines slip
Traditional due diligence focuses on accounting, legal, and financial numbers. It completely misses:
Operational Risks:
• Undiscovered tech debt that costs $500K+ to fix
• Workflow bottlenecks that prevent scaling
• Process waste and hidden inefficiencies
• Leadership dependency on key people
Integration Risks:
• Operational readiness gaps that slow integration by 6+ months
• Hidden integration complexity and costs
• Misalignment between what you're buying and what you plan to do with it
• No clear roadmap for Day 1-100 integration
Result: You close the deal, find surprises, miss value creation targets, and timelines slip
Operational Risks:
• Undiscovered tech debt that costs $500K+ to fix
• Workflow bottlenecks that prevent scaling
• Process waste and hidden inefficiencies
• Leadership dependency on key people
Integration Risks:
• Operational readiness gaps that slow integration by 6+ months
• Hidden integration complexity and costs
• Misalignment between what you're buying and what you plan to do with it
• No clear roadmap for Day 1-100 integration
Result: You close the deal, find surprises, miss value creation targets, and timelines slip
De-Risk Your Deal Before You Close
De-Risk Your Deal
Before You Close
Our Value Creation Diligence (VCD) Package: What You Get
Quality of Tech Report
Quality of Tech Report
Operations Audit
Operations Audit
Value Creation Roadmap
Value Creation Roadmap
Integration Risk Scorecard
Integration Risk Scorecard
KPI Baseline
KPI Baseline
100 Day Pre-Close Plan
100 Day Pre-Close Plan
Assumptions Log
Assumptions Log
Investment Thesis Validation
Investment Thesis Validation
Why This Matters
VCD happens PRE-CLOSE. It gives you:
✓ Confidence to close (or reasons to walk/renegotiate)
✓ A concrete integration roadmap your team executes from Day 1
✓ Clear understanding of integration complexity and resource requirements
✓ Identified operational value creation opportunities with timelines
✓ Realistic 100-day plan that actually works
You close smarter. You execute faster. You realize value on schedule
✓ Confidence to close (or reasons to walk/renegotiate)
✓ A concrete integration roadmap your team executes from Day 1
✓ Clear understanding of integration complexity and resource requirements
✓ Identified operational value creation opportunities with timelines
✓ Realistic 100-day plan that actually works
You close smarter. You execute faster. You realize value on schedule
VCD happens PRE-CLOSE. It gives you:
✓ Confidence to close (or reasons to walk/renegotiate)
✓ A concrete integration roadmap your team executes from Day 1
✓ Clear understanding of integration complexity and resource requirements
✓ Identified operational value creation opportunities with timelines
✓ Realistic 100-day plan that actually works
You close smarter. You execute faster. You realize value on schedule
✓ Confidence to close (or reasons to walk/renegotiate)
✓ A concrete integration roadmap your team executes from Day 1
✓ Clear understanding of integration complexity and resource requirements
✓ Identified operational value creation opportunities with timelines
✓ Realistic 100-day plan that actually works
You close smarter. You execute faster. You realize value on schedule
How VCD Works
How VCD Works
Discovery Call (30 minutes)
Free. Understand your situation and timeline. Determine fit. No commitment.
VCD Assessment (3-4 weeks)
Deep audit of tech, operations, integration requirements. You get a written report with findings, risks, and roadmap
Deal Strategy Session
Review findings together. Clarify integration strategy. Determine next steps (negotiate, move forward, walk)
100-Day Plan
Once you close, you hand this plan to your integration team. They execute immediately. Make the best informed acquisition decision possible. Start with VCD.
Discovery Call (30 minutes)
Free. Understand your situation and timeline. Determine fit. No commitment.
VCD Assessment (3-4 weeks)
Deep audit of tech, operations, integration requirements. You get a written report with findings, risks, and roadmap
Deal Strategy Session
Review findings together. Clarify integration strategy. Determine next steps (negotiate, move forward, walk)
100-Day Plan
Once you close, you hand this plan to your integration team. They execute immediately. Make the best informed acquisition decision possible. Start with VCD.
Book VCD Consult
What Comes After VCD
Once you close the deal, most sponsors transition to our Fractional Operating Partner program to actually design and implement the operating system based on this VCD roadmap. Many then bring in a Fractional COO for ongoing execution and margin recovery
Once you close the deal, most sponsors transition to our Fractional Operating Partner program to actually design and implement the operating system based on this VCD roadmap. Many then bring in a Fractional COO for ongoing execution and margin recovery
Learn More About Fractional Operating Partner
Learn More About Fractional COO
