Archive
Business Strategy
-
Security Due Diligence for M&A
You are three weeks from confirmatory diligence on a software or software-enabled target, and the security workstream just landed on your desk as a 40-page report…
-
Security Due Diligence for Private Equity
You are three weeks from close on a software or software-adjacent target, and a security question is sitting on your risk register with no owner and…
-
What Software Code Review for M&A Tells a Deal Partner
You have signed the LOI. Confirmatory diligence is running, close is six weeks out, and the seller has just granted your technical team read-only access to…
-
Fractional CROs measure pipeline conversion and average contract value monthly
A portfolio company closed eight months ago with a clear value-creation plan: integrate the sales function from four acquired verticals into one unified engine, cut customer…
-
HubSpot Consulting for Portfolio Companies: What Deal and Operating Partners Need to Decide
A HubSpot implementation is one of the quietest ways to burn six months of a hold period. Not because the software fails, but because nobody at…
-
What Tech Due Diligence Has to Answer Before You Sign
Technical due diligence has to answer five questions before you sign: does the technology support the investment thesis, what will the material weaknesses cost to fix,…
-
What a Deal Partner Buys When They Buy Revenue Operations Consulting
Revenue operations consulting for a PE-backed company is an instrumentation project that ends in a diagnosis: it makes the funnel numbers the value creation plan is…
-
CRM Consolidation After an Add-On: The Revenue Decision Deal Partners Keep Getting Wrong
The first casualty of a botched CRM consolidation is not the software. It is the forecast. When you fold an add-on’s revenue system into the platform’s,…