Four ways to Engage
90-Minute Expert Call
USD 1,500
Most deal teams enter niche category like EHS or Sustainability with a market map and a management deck. What they don't have is someone who can tell them which parts of that deck are real and which parts are the story management tells every investor. A 90-minute call with someone who has competed inside the category closes that gap before you've spent meaningful time or capital on a deal that doesn't hold up.
90 minutes | USD 750 due at booking
Deliverables include:
Competitive landscape orientation
Product claim validation
Market sizing sanity check
Churn and retention dynamics
Key questions to ask management
90-Minute Expert Call
USD 1,500
Most deal teams enter niche category like EHS or Sustainability with a market map and a management deck. What they don't have is someone who can tell them which parts of that deck are real and which parts are the story management tells every investor. A 90-minute call with someone who has competed inside the category closes that gap before you've spent meaningful time or capital on a deal that doesn't hold up.
90 minutes | USD 750 due at booking
Deliverables include:
Competitive landscape orientation
Product claim validation
Market sizing sanity check
Churn and retention dynamics
Key questions to ask management
90-Minute Expert Call
USD 1,500
Most deal teams enter niche category like EHS or Sustainability with a market map and a management deck. What they don't have is someone who can tell them which parts of that deck are real and which parts are the story management tells every investor. A 90-minute call with someone who has competed inside the category closes that gap before you've spent meaningful time or capital on a deal that doesn't hold up.
90 minutes | USD 750 due at booking
Deliverables include:
Competitive landscape orientation
Product claim validation
Market sizing sanity check
Churn and retention dynamics
Key questions to ask management
Operator Intelligence Report
USD 8,500
The questions that most affect your valuation assumptions are rarely answered in a management presentation. Is the competitive moat compelling? Is the AI capability genuinely differentiated? Is the ARR base as retentive as was claimed? These are not questions a generalist can answer without context. The Operator Intelligence Report exists because your IC deserves a written record that someone who has lived inside this category looked at this company and told you what they actually found.
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
The questions that most affect your valuation assumptions are rarely answered in a management presentation. Is the competitive moat compelling? Is the AI capability genuinely differentiated? Is the ARR base as retentive as was claimed? These are not questions a generalist can answer without context. The Operator Intelligence Report exists because your IC deserves a written record that someone who has lived inside this category looked at this company and told you what they actually found.
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
The questions that most affect your valuation assumptions are rarely answered in a management presentation. Is the competitive moat compelling? Is the AI capability genuinely differentiated? Is the ARR base as retentive as was claimed? These are not questions a generalist can answer without context. The Operator Intelligence Report exists because your IC deserves a written record that someone who has lived inside this category looked at this company and told you what they actually found.
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.