Due diligence & investor reporting
VC and PE funds, corporate development teams and acquirers who need a clear read before the money moves, and a plan for the morning after.
Ours doesn't. We run every workstream as one team, in one conversation, and hand you a single view. The commercial thesis gets tested against tech and ops capabilities, and you find out whether the operating model enables the plan or gets in its way.
We've built our track record in front of investment committees and acquirers, and see our role as the bridge between you and the target, leaving whoever ends up running the business a solid foundation to build on rather than a stack of open questions.
We're all ex-operators and founders with no pyramid of juniors underneath us. The people who scope your engagement are the people who do the work and sit on the debrief call, whether you're an investor deciding on a deal or a management team deciding what to fix first. We're also highly technical: 25 years' operating experience and 300+ projects have shown us the patterns, approaches and pitfalls of funded businesses from seed through to exit.
Findings you can put in front of an IC without translation, proven with investment committees and acquirers across 300+ engagements.
A short, prioritised list of what to fix first.
Former CTOs, CMOs and delivery leads who've done the scaling.
Every engagement starts the same way: deep discovery and analysis across the business. Where it goes next depends on who's asking.
Commercial, operational, technical, cybersecurity and product, examined together by the same senior team. Management sessions, data, code, cloud, customers. Everything else is built on this.
VC and PE funds, corporate development teams and acquirers who need a clear read before the money moves, and a plan for the morning after.
Founders, CEOs and management teams raising their next round, preparing for an exit, or working out how to get through the growth stage they're in now.
Deliberately overlapping domains, and the same depth on both paths. Select one to see what we cover, and how it feeds the others.
Execution bottlenecks are traced forward into commercial delivery and back into technical velocity. The constraint is rarely where people expect it to be, and on advisory work this is usually where we start.
The first three steps are the same whoever you are. The fourth changes: an investor report, or a plan we help you deliver.
Your investment thesis, or whatever is worrying you most. Never a generic checklist. Half an hour on a call sets the questions.
Management sessions, data room, code and cloud review. Every domain at once, one shared view on the business.
You hear anything critical the moment we find it. Nothing important waits for a written document.
Investors get an integrated report, an IC-ready summary and a 100-day plan. Companies get a gap analysis, prioritised recommendations and, if they want it, support delivering them.
Every client is unique. This is a cross-section of notable projects our team’s worked on recently.
Maven Capital Partners completed an investment in Applied AGI, a developer of advanced AI software that enables autonomous systems to interpret visual information in complex environments.
Investment
House of Marketers raised investment from Ethos Partners as part of its next phase of international growth.
Private Equity investment
FMO invested EUR 8 million in Twinco Capital’s Series B equity round to support the company’s international expansion and diversification into new industry verticals.
Private Equity investment (EUR 8m)
Third Space Learning, an education technology platform delivering curriculum-aligned, one-to-one maths tutoring via its spoken AI tutor, Skye, secured a £4.4 million investment led by Maven Capital Partners.
Private Equity investment (£4.4m)
Ahead of YFM’s £7.6m private equity investment in Swanky Group Ltd, we conducted structured maturity benchmarking across the agency’s delivery, security, and scalability dimensions.
Private Equity investment (£7.6m)
YFM invested in Aura Life, a digital provider of funeral plans and end-of-life services.
Investment
Maven Capital Partners completed a £1.275m Private Equity investment in Eden Conveyancing.
Private Equity investment (£1.275m)
Create Impact Ventures backed Bloobloom in a £3 million Private Equity investment to fund its European retail rollout and expand its online presence in the US.
Private Equity investment (£3m)
Cosegic engaged our team to review and support the company’s product management and delivery processes alongside its operational governance.
—
Titian Software (now acquired by Cenevo) relied on deep domain expertise and significant sector knowledge to deliver its enterprise software products.
—
“They found the thing our other advisers couldn't see, because they were the only ones looking at all of it at once.”
Deep enough to be useful from the first call. If your target sits outside these, ask us and we'll tell you straight.
No juniors, no handoffs, no subcontractors. Decades of operating and advisory experience, delivered by a highly collaborative team throughout.
Strategic transformation and growth, with leadership roles at PwC and Barclays and CMO at Scania. Leads commercial diligence and value creation, from the market thesis through to the plan that delivers it.
LinkedIn ↗Technology consultant, operator, NED and 9x founding CT/PO. Twenty years of technical diligence, architecture, product design and scaling. Focuses on organisations’ delivery functions across product and tech, with experience across dozens of verticals.
LinkedIn ↗Operational diligence, CS strategy, product delivery and process specialist, with a background in pyschology and knowledge management. Specialist in assessing team health and spotting where an operating model and team will break under scale.
LinkedIn ↗Associates work to our scope and report into our team, so you never manage a second supplier.
We add associate capability only where the engagement genuinely needs it, and it's named in the scope before we start.
Two to three weeks from kick-off to debrief for a full cross-domain review. We've turned around focused single-domain work in under a week when a deal timetable demanded it. Tell us the date you need and we'll be straight about whether it's possible.
One integrated report rather than a stack of appendices: an IC-ready executive summary, findings by domain with severity and commercial impact, a prioritised 100-day plan, and a debrief call with all three of us on it. Raw evidence and management notes are available on request.
Yes, and we often do, particularly technical, operational or commercial reviews for VC clients at Series A and B. You still get the cross-domain read as context, because we can't unsee it, but you only pay for the workstream you commissioned.
With the same discovery work, pointed at your decision rather than someone else's. Most company engagements begin as a short readiness or growth review of four to six weeks, which tells you what an investor would find and what's actually holding the business back. From there you can take the roadmap and run it yourself, or we stay on and help deliver it.
Both, and we're clear which is which up front. Advisory engagements often continue as transformation work with our people embedded alongside yours: running the operating-model change, standing up the product function, covering a gap at senior level while you hire. We'd rather see something through than hand over a deck.
There would be if we handled them carelessly. We won't advise a company and then act for an investor diligencing it, in either order, and we check for that before quoting. What the two paths genuinely share is knowledge: we know what diligence looks for because we do it, which is exactly why our readiness work is worth having.
Earlier than most people do. A short pre-diligence conversation at term-sheet stage often changes what you ask for in the data room, and costs nothing. We also do post-close reviews and portfolio health checks on companies you already own.
It depends on scope and timescale, but we run fixed-price due diligence projects: we know dependable costs matter when you're managing a funding round budget. We favour a sequence of concise work packages with clear deliverables over open-ended time-and-materials engagements. As a boutique consultancy, our model is different from Big Five-style offers, and we're set up to collect happy clients, not unnecessary retainers.
NDAs as standard, both with you and the target. Nothing identifiable appears in our marketing without written permission, which is why the engagements on this site are anonymised. Evidence is held in your data room or ours, deleted on request at close.
A deal you're weighing up, a raise you're preparing for, or a growth problem you can't get to the bottom of. Thirty minutes, no charge. If we're not the right team, we'll tell you.