For PE firms & portfolio companies

Is the target as strong as the deck claims?

A fixed-price commercial read from public evidence, graded. Pressure-test a target before you sign, or read the field around a portfolio company that has stalled. Days, not weeks, and every claim carries its confidence and its source.

► Pre-deal

Does the growth story hold?

The real competitive set, where the target actually sits, and which deck claims the public record won't back. Grade the story before you pay for full diligence.

► Portfolio

Is a competitor a real threat?

A rival's public playbook reconstructed for a portco that's losing ground: ads, pricing, hiring, launches, and what to do about it.

What I read

The deck, checked against the record.

  • The real competitive set and where the target or portco actually ranks in it.
  • Whether the growth, demand, and category claims hold up against public signals.
  • Ad, pricing, hiring, and launch activity across the field, and how long it's been sustained.
  • What customers say versus what the brand claims, and which deck assertions are unverifiable.

See a full graded Read →

The full picture

A decision-grade read, in days.

Ten-day Read covers the full competitor, customer, pricing, and market picture with a source trail. Fixed price, from $750 for a single narrow question.