2 weeks
From data-room access to a working prototype on the target’s real data.
Typical engagementMost operational diligence ends in a slide deck. Ours ends in software your IC can click through.
From data-room access to a working prototype on the target’s real data.
Typical engagementFirst-year hiring costs avoided at a PE-backed insurance ops portco we built for.
Portfolio outcomeSame team carries the prototype into the portco. No re-onboarding, no consultant handoff.
Post-closeBuilt from data room artifacts and management calls. Where the value-creation thesis touches the org, where it doesn’t, and what that means for the deal.
Data gaps that kill the AI thesis. Tech debt that adds 12 months to any transformation. Priced and ranked, not buried in an appendix.
The one or two hypotheses the deal hinges on, built as software the IC can click through. Real target data, not modeled.
Not a generic playbook. The first ninety days, sequenced against what we already proved works on this target.
The fund owns all of it. If the deal closes, it carries into the portco. If it doesn’t, you keep the analysis. No license fees. No lock-in.
Not a model. Not a benchmark. The deal hypothesis running on the target’s actual data, in a browser, ready for the IC to click through.
The data confirms the upside. The IC clicks through it. You raise the offer, hold the price, or move faster than the next bidder — backed by something more durable than a model.
The math doesn’t hold. The data isn’t there. The system can’t absorb it. You pass before exclusivity expires — and the fund still keeps the analysis for the next look.
Both are cheaper than finding out in month nine.
You’re early in a process and want to know if the AI angle is real before going deeper. Light-touch — we work the public surface, the CIM, and management call notes. Outcome: a defensible read on whether the thesis survives first contact with reality.
You’re in confirmatory and you have data room access. Best when the value-creation case rests on AI or operational transformation and the IC needs more than a maturity scorecard. All four deliverables, including a working thesis prototype on real data.
Deal closed without a Jumpstart and you’re staring at a 100-day plan that needs to actually run. We embed inside the portco, prove the highest-value opportunity, and hand the operating team something real to lead with.
Not sure where in the deal cycle this fits? Send us the thesis and a timeline, and we’ll tell you the right shape and what we’d need to start.
Talk to us about a dealThe team that pressure-tested the thesis carries directly into the portco. Same Slack channel. Same prototype, now in production. No 90-day onboarding, no re-discovery, no consultant handoff letter.
If the deal doesn’t close, the analysis stays with the fund. The next time a similar thesis comes up, you start from real work, not a fresh deck.