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Frequently asked

The first
six questions.

What PE deal teams ask before the first meeting.

Frequently asked

Questions PE deal teams ask first.

How are you different from a sell-side bank running a buy-side process?
We are exclusively buy-side. We do not run sell-side processes, so we never sit across the table from a client we will pitch next quarter. The diligence funding is structured so the recommendation can be 'walk away.'
How does the 30-minute turnaround actually work?
Our proprietary engines do the heavy lift on intake, reconciliation, and source linkage. A senior advisor reviews and signs off. The first reviewable artifact lands in 30 minutes; verified, citation-complete deliverables land by end of week.
What sectors and deal sizes do you cover?
Mid-market North American buy-side, $25M to $250M enterprise value, with concentration in industrial services, specialty distribution, B2B software, and tech-enabled services. Adjacent verticals on a mandate-by-mandate basis.
How long does a typical mandate run?
Search mandates run six to twelve months. Per-deal diligence engagements typically run four to ten weeks from LOI to confirmatory close, depending on data-room readiness and counterparty cadence.
What about your proprietary diligence engines?
We do not discuss the internals on this page. They power reconciliation, source-linkage, and audit trails for the work product we deliver. We are happy to walk a prospective client through the operating cadence in a meeting.
What does a pilot look like?
A scoped engagement on one live target, typically a screening pass plus a confirmatory diligence loop. The output is the same artifact set we deliver on a full mandate: findings log, IC pack, and source trace.
Bring us into the next mandate

Register a pilot, or open a 30-minute conversation.

We respond within one business day. If we are not the right fit for the thesis, we will say so on the first call.