Fixed-scope, fixed-fee diligences designed for the speed of the Data Room. Two hard SKUs, zero ambiguity.
Rapid sanity check before LOI. Top-down ingestion to flag structural anomalies.
The definitive "Challenger Model." Full underwriting of the revenue engine mechanics.
For Private Credit & PE Portfolio Ops. Continuous covenant stress-testing on existing assets.
We quote based on data complexity, not sentiment. Final quote provided after Data Quality Grade (A/B) is established.
| Tier | Price | Complexity Drivers |
|---|---|---|
| Standard | $75,000 | Single CRM (Salesforce/HubSpot), Domestic Entity, Grade A/B Data, Standard Subscription Model. |
| Complex | $95,000 | Multi-Product, Mixed Monetization, Moderate Data Gaps, Added Segmentation Requirements. |
| Max / Credit | $125,000 | Multi-System Reconciliation (ERP+CRM), International/Multi-Currency, Usage-Based Models, Full Lender Covenant Package. |
No consulting fluff. Just the artifacts you need to paste into your Investment Committee Memo.
A waterfall chart quantifying the bridge from Seller Forecast to FIP Behavioral Floor. Explicitly calls out "Ghost Pipeline," "Duration Stuffing," and "Cohort Decay" impacts in dollars.
For Lenders: A Monte Carlo fan chart overlaid with your DSCR threshold. We answer: "Under a P10 downside scenario, exactly which month do we breach the covenant?"
Specific language for your legal team. We recommend earnout triggers, working capital pegs, and special indemnities based on the forensic findings.
Full reconciliation of CRM to General Ledger. We grade the data (A/B/C) and list every field we relied upon, reducing your post-close surprise risk.
We protect the timeline by enforcing strict data standards.
The 10-day clock begins only after we validate "Material Completeness" of the VDR data (Opportunity Tape + Revenue Detail + Historicals).
FIP pauses the timeline if critical reconciliation fields are missing or if new uploads invalidate prior work. We do not sprint on quicksand.
We accept addenda for 2 cycles. However, if a new file changes baseline bookings by ≥5%, we issue a Change Order to protect quality.