Analytics QoE / Live-Deal Diligence
Verify target-company metrics before valuation or operating plans depend on them.
Analytics-side diligence for PE, M&A, and corp-dev teams that need independent pressure-testing on a deal-clock timeline.
Offer details
| Fee | $50k to $100k |
|---|---|
| Best fit | PE deal team, PE operating partner, M&A advisor, corporate development, or acquisition sponsor |
| Stephen time | 40 to 90 hours depending on deal scope, urgency, artifacts, and access |
| Format | Independent analytics-side diligence memo and executive red-flag readout |
Exact deliverables
- Analytics QoE diligence memo
- Metric pressure tests
- Architecture risk map
- Forecast assumption review
- Data red flags
- Decision-risk summary
- Recommended follow-up
When to use it
When the operating story needs verification, not faith.
Use this review when ARR, churn, retention, or related operating metrics influence valuation, purchase price, debt assumptions, integration planning, or post-close value creation.
Reported ARR does not reconcile to contracts, invoices, or active-customer status.
Dashboards blend grain, status, or date logic in valuation-relevant metrics.
Operating plans depend on assumptions that are stale, unowned, or untested.
Source systems, spreadsheets, and BI layers cannot support the diligence story cleanly.
Inputs requested
- Target-company metric definitions
- Data room metrics
- Forecast model
- Dashboard exports or screenshots
- Source-system overview
- Revenue, customer, product, usage, or churn logic
- Known diligence concerns and deal timeline
What is excluded
- No financial QoE opinion
- No accounting, tax, or legal diligence
- No source-system remediation
- No data pipeline rebuilds
- No post-close implementation unless separately scoped later
Differentiator
Financial QoE verifies the accounting story. Analytics QoE verifies whether the operating metrics behind the story are real.
That distinction matters when dashboards, CRM stages, and forecast assumptions shape the deal thesis.
Fit check
Deal-clock work requires a real transaction, real artifacts, and executive sponsorship.
The first call determines whether the review is viable inside the timeline and which operating metrics carry the highest decision risk.