Four ways to Engage
60-Minute Market Orientation
USD 600
Most investors enter this category with a market map and a management deck. Neither tells you which regulatory drivers are real, which vendors are genuinely differentiated, or whether the growth story holds up under scrutiny. Sixty minutes with someone who has spent twenty years inside this market does. You will leave with a clear view of the landscape and the right questions to ask before you go any further.
60 minutes | USD 300 due at booking
Deliverables include:
Customer Needs
Regulatory Dynamics
Competitive Landscape
Market Sizing and Outlook
AI Implications
60-Minute Market Orientation
USD 600
Most investors enter this category with a market map and a management deck. Neither tells you which regulatory drivers are real, which vendors are genuinely differentiated, or whether the growth story holds up under scrutiny. Sixty minutes with someone who has spent twenty years inside this market does. You will leave with a clear view of the landscape and the right questions to ask before you go any further.
60 minutes | USD 300 due at booking
Deliverables include:
Customer Needs
Regulatory Dynamics
Competitive Landscape
Market Sizing and Outlook
AI Implications
60-Minute Market Orientation
USD 600
Most investors enter this category with a market map and a management deck. Neither tells you which regulatory drivers are real, which vendors are genuinely differentiated, or whether the growth story holds up under scrutiny. Sixty minutes with someone who has spent twenty years inside this market does. You will leave with a clear view of the landscape and the right questions to ask before you go any further.
60 minutes | USD 300 due at booking
Deliverables include:
Customer Needs
Regulatory Dynamics
Competitive Landscape
Market Sizing and Outlook
AI Implications
Operator Intelligence Report
USD 8,500
If you have a target in mind and need to know whether the story holds up, this is the document that answers that question. Management will tell you the product is differentiated, the competitive moat is structural, and the ARR base is sticky. The Operator Intelligence Report tells you whether any of that is true, written by someone who has competed against, built alongside, and sold against the vendors in this category for two decades. It is the document your IC should be asking for before you commit.
5-10 business days | USD 4,500 due up-front
Deliverables include:
Competitive positioning analysis
SaaS Metrics analysis
ARR quality flags
Barriers to entry and moat assessment
Open questions and red flags
Operator Intelligence Report
USD 8,500
If you have a target in mind and need to know whether the story holds up, this is the document that answers that question. Management will tell you the product is differentiated, the competitive moat is structural, and the ARR base is sticky. The Operator Intelligence Report tells you whether any of that is true, written by someone who has competed against, built alongside, and sold against the vendors in this category for two decades. It is the document your IC should be asking for before you commit.
5-10 business days | USD 4,500 due up-front
Deliverables include:
Competitive positioning analysis
SaaS Metrics analysis
ARR quality flags
Barriers to entry and moat assessment
Open questions and red flags
Operator Intelligence Report
USD 8,500
If you have a target in mind and need to know whether the story holds up, this is the document that answers that question. Management will tell you the product is differentiated, the competitive moat is structural, and the ARR base is sticky. The Operator Intelligence Report tells you whether any of that is true, written by someone who has competed against, built alongside, and sold against the vendors in this category for two decades. It is the document your IC should be asking for before you commit.
5-10 business days | USD 4,500 due up-front
Deliverables include:
Competitive positioning analysis
SaaS Metrics analysis
ARR quality flags
Barriers to entry and moat assessment
Open questions and red flags
Full Engagement
USD 25,000 per month
The difference between a good deal and a great one is usually the quality of the questions asked before close. Full engagement exists for transactions where the category is load-bearing to your thesis, where getting the product, competitive and customer dynamics wrong isn't a rounding error, it's a re-underwrite. It's the difference between having a viewpoint and having conviction.
1 - 2 months | Billed monthly
Deliverables include:
Management team assessment
Customer reference call design
Competitive landscape deep-dive
Scenario analysis
Availability for follow-up questions as new information surfaces
Full Engagement
USD 25,000 per month
The difference between a good deal and a great one is usually the quality of the questions asked before close. Full engagement exists for transactions where the category is load-bearing to your thesis, where getting the product, competitive and customer dynamics wrong isn't a rounding error, it's a re-underwrite. It's the difference between having a viewpoint and having conviction.
1 - 2 months | Billed monthly
Deliverables include:
Management team assessment
Customer reference call design
Competitive landscape deep-dive
Scenario analysis
Availability for follow-up questions as new information surfaces
Full Engagement
USD 25,000 per month
The difference between a good deal and a great one is usually the quality of the questions asked before close. Full engagement exists for transactions where the category is load-bearing to your thesis, where getting the product, competitive and customer dynamics wrong isn't a rounding error, it's a re-underwrite. It's the difference between having a viewpoint and having conviction.
1 - 2 months | Billed monthly
Deliverables include:
Management team assessment
Customer reference call design
Competitive landscape deep-dive
Scenario analysis
Availability for follow-up questions as new information surfaces
Post-Investment Operating Support
USD 25,000 - 35,000 per month
Buying the right asset is half the job. The value creation thesis lives or dies in the first 180 days, when integration decisions get made, when key product talent either stays or leaves, and when the combined GTM story either crystallizes or drifts. Most PE-backed companies at this stage don't need another advisor telling them what to do. They need an operator who has done exactly this before, embedded alongside the team, accountable to the outcome.
2 - 6 months | Billed monthly
Deliverables include:
Integration roadmap design
Value creation thesis execution
AI and technology modernisation
Competitive repositioning
Board and sponsor reporting
Post-Investment Operating Support
USD 25,000 - 35,000 per month
Buying the right asset is half the job. The value creation thesis lives or dies in the first 180 days, when integration decisions get made, when key product talent either stays or leaves, and when the combined GTM story either crystallizes or drifts. Most PE-backed companies at this stage don't need another advisor telling them what to do. They need an operator who has done exactly this before, embedded alongside the team, accountable to the outcome.
2 - 6 months | Billed monthly
Deliverables include:
Integration roadmap design
Value creation thesis execution
AI and technology modernisation
Competitive repositioning
Board and sponsor reporting
Post-Investment Operating Support
USD 25,000 - 35,000 per month
Buying the right asset is half the job. The value creation thesis lives or dies in the first 180 days, when integration decisions get made, when key product talent either stays or leaves, and when the combined GTM story either crystallizes or drifts. Most PE-backed companies at this stage don't need another advisor telling them what to do. They need an operator who has done exactly this before, embedded alongside the team, accountable to the outcome.
2 - 6 months | Billed monthly
Deliverables include:
Integration roadmap design
Value creation thesis execution
AI and technology modernisation
Competitive repositioning
Board and sponsor reporting
"The barrier to building a Sustainability reporting product is not technical. A full-featured system could be built from scratch in 12 to 18 months on a well supported PaaS. The real barrier is commercial, and that distinction matters enormously when deciding how much of a premium to pay for a market leader."
Operator Intelligence Report, confidential target (2026) · commissioned by a growth equity investor
Ready to Dive In?
If you're evaluating an investment in this category, you should talk to us to get smart, quick.
Ready to Dive In?
If you're evaluating an investment in this category, you should talk to us to get smart, quick.