Private equity and small-cap buyout
For small-cap private equity buying B2B SaaS, we provide the independent commercial read an investment committee needs on a category the deal team does not operate in, delivered inside the exclusivity window and documented so it can be interrogated.
The problem you have
The deal team is stretched across too many workstreams, the investment committee wants an independent read on a category it does not operate in, and the timeline does not move. The commercial workstream is the one most often covered by reading the management presentation more carefully than the last person did.
What this is worth to you
Documentation an investment committee can decide on: a one page verdict with explicit conditions, the price implications, and the evidence appendix behind both. Delivered inside the exclusivity window, on a fixed fee agreed before work starts.
Where it fits in your process
Commercial Thesis Review
No seller access needed. It runs on the information you already hold and on public and inferable signal, before you have a seat at the table.
A Commercial Thesis Review is an early, independent commercial opinion on a B2B SaaS acquisition or investment target, formed before the seller opens anything. We read the information you already hold, and what the company shows publicly, with over a decade of SaaS commercial operations behind the reading, and tell you whether the case survives first contact, what to test next and whether the target is worth an exclusivity period. It runs in 4 to 6 weeks.
4 to 6 weeks.
Commercial Assessment
Runs with seller cooperation. Primary interviews and live sales call observation are what separate this from a Commercial Thesis Review.
A Commercial Assessment is full buy-side commercial diligence on a B2B SaaS target, run with the seller's cooperation and alongside the financial, legal and technical workstreams, not in place of them. It answers whether the growth potential is real, whether the commercial engine works without the founder, what the market says when nobody is preparing the answer, and how the company should be selling instead. It runs in 6 to 12 weeks and ends in our commercial opinion, the levers for the negotiation and what should change after the close.
6 to 12 weeks.
GTM Engine, first 100 days
Runs after the close or the round, in focused working sessions with the company's key executives rather than across a table from them.
GTM Engine is a 100-day engagement after the close or the round that turns diligence findings, ours or those of the diligence already done, into a working commercial plan for a B2B SaaS company. We work as the owner's or investor's commercial adviser, in focused sessions with the company's key executives, across the ideal customer profile, the GTM plan, pricing and packaging, the sales process and the operating dashboard. The plan is built with the team, and the team does the work.
100 days.
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