Pre-Close Operating Diligence Sprint™️

Underwriting a founder-led business? Read it before you sign.

An independent operating-risk read for buyers, lenders, and investors before you sign, buy, or lend.

Executive Memo
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What you get

Four deliverables. One clear picture of operating risk.

Operating-risk assessment

A clear read of the operational risks that affect value and deal certainty.

Founder Reliance Index™️ with breakdown

A 0–100 score of how dependent the business is on its founder, with dimension-level detail.

Key findings and red flags

The issues that matter most — surfaced clearly, without the noise.

Executive summary for an investment committee

A clean, committee-ready summary of findings and risk profile.

Timeline & investment

Timeline 2–3 weeks, from kickoff to final report.

Investment Fixed fee, scoped to the transaction. Clear scope, no surprises.

Know the operating risk before the market does. It strengthens your negotiating position and protects the price.

We take a limited number of engagements at a time so we can do the work that matters.