Commercial Due Diligence Sprint

Fictional worked illustration from the public repository, not a recorded agent run or a verified client outcome. Any additional figures, thresholds and market signals are scenario assumptions, not observed results. No generated PDF or finished deck is included.

Sample output

Provisional answer

Continue diligence, but do not underwrite 20% growth until site-level retention, group rollout behavior, and implementation capacity are validated. The most decision-sensitive question is whether signed groups convert additional sites fast enough to offset mature-site saturation.

Critical hypotheses

Ten-day workplan

• Days 0–2: reconcile recurring revenue, sites, customers, and cohort definitions; issue data request.
• Days 2–6: analyze cohorts and pipeline; complete 10 customers, 5 lost prospects, and 4 expert calls.
• Days 5–8: test competitors, pricing, implementation capacity, and downside scenarios.
• Days 8–10: synthesize IC memo, valuation sensitivities, red flags, and post-close priorities.

Kill criteria

• Mature-cohort gross retention below 85% without a fixable cause.
• More than 30% of forecast growth depends on unsigned sites inside existing groups.
• Implementation capacity cannot support the base plan within the required investment envelope.
• Revenue or site definitions cannot be reconciled to billing data.

IC decision gate

Revisit price if normalized growth falls below 12%, if net retention is below 100%, or if incremental implementation investment reduces the target return below the fund hurdle.