The diligence blind spot is the forecast. We act as independent revenue underwriters, ingesting system-of-record exports to stress-test seller projections against observed behavioral physics.
We provide independent, evidence-backed analytical review (non-attestation) that plugs directly into the Investment Committee memo.
Quantified revenue "floors" under stress scenarios. Know the downside before you bid.
Debt-service sensitivity analysis for Private Credit. See where covenant headroom disappears.
Independent analytical review to support the IC Memo. We test the physics of the growth model.
FIP's methodology bridges the gap between Silicon Valley speed and Wall Street governance. Our approach is validated by leadership across the three pillars of diligence.
"We brought Stephen in to train the desk using limited sample data. The output was so compelling that our founding CIO cleared his schedule to join the session the next day. Stephen fundamentally shifted how our team visualizes and iterates on trading signals."
"Stephen works backwards from business needs to technology. He designed an executive reporting system so compelling the CFO demanded it as the daily standard displayed on large screen TVs our executive floor. He is a master at identifying critical actionable insights."
"Stephen developed the foundational LTV frameworks we used to value subscriber cohorts. His logic—predicting future cash flows based on early retention signals—is the core physics required to underwrite subscription revenue."
Select a deal profile or enter custom values to see the valuation impact of forecast variance.
Your internal team models what happens if growth is 20%. We test whether the data supports that 20%.
We take standard CSV exports from Salesforce, NetSuite, HubSpot—directly from the Data Room. No IT access required.
We model actual conversion rates, cycle times, retention by cohort—not the assumptions embedded in the seller's model.
We identify stalled deals, pull-forward risk, and revenue composition issues before they become your problem.
Stephen McDaniel has built revenue models and forecasting systems inside highly data-driven organizations—where the forecast must be defensible, not optimistic.
"I'm known for one thing: surfacing the truth early—especially when it's uncomfortable. FIP brings that same rigor to your forecast."
We deliver an IC-ready stress test of the revenue engine—where it breaks first, the quantified downside, and the price protections that follow.
