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HOW WE WORK
From first conversation to exit-ready. Without the surprises.
A structured process for founders preparing to sell, built to surface what a buyer's due diligence team will find before they find it.
Down over two quarters Down 12% over the last two quarters
"We built around one big client"
Story doesn't hold up yet
Brom
How we approach it differently
Everyone checks the numbers. We check the product.
Financial due diligence tells a buyer what the business has earned. It does not tell them whether the product will keep earning it, and usage decline, an instinct-led roadmap, or an AI story that will not survive scrutiny rarely show up in a set of accounts.
Finding these late is what does the damage. A sale process that collapses in front of buyers tends to follow a founder into the next attempt, often for a year or more. We look at the product the way a buyer's due diligence team will, before they do, so you find your weak points first.
Usage Customer value Retention Feature debt Roadmap AI differentiation
The six lenses we assess
Our process
Four deliverables. One outcome: exit-ready.
A structured approach that builds the evidence buyers expect, and gives you time to act on it before it becomes their leverage.
01
01. Product Due Diligence Summary
The truth about your product, from a buyer's point of view.
We talk to your customers, your team, and the people using the product, then test it against usage, customer value, retention, feature debt, roadmap health, and AI differentiation. You get a clear, evidenced picture of where it stands today, not our opinion of it.
Usage Watch
Customer value Strong
Retention At risk
Feature debt Watch
Roadmap Strong
AI differentiation At risk
Flagged finding
Retention showing early signs of decline, not yet visible in headline revenue.
Illustrative scorecard output
02
02. Product Risk Register
Every risk, named, before someone else names it for you.
Every finding gets logged, rated for severity, and compiled into a full register, on every engagement. You get every risk named plainly, not softened for comfort.
Risk
Severity
01 Customer concentration in top 3 accounts High
02 Founder-dependent sales process High
03 No documented incident response process Medium
04 Feature debt in core workflow Medium
05 Roadmap not evidenced by customer research Low
Illustrative risk register
03
03. Value Creation Plan
What to fix, in what order, before you go to market.
We work through the findings with you and rank them by impact: what would increase valuation, what could block or kill the sale outright, and what's cosmetic and can wait. Built to be actioned in the window before a sale process starts, not during one.
Increases valuation
- Expand usage analytics
- Document scalable onboarding
Could block or kill the sale
- Founder-dependent sales process
- Unresolved customer concentration
Cosmetic — can wait
- Refresh onboarding copy
Illustrative roadmap
04
04. Product Investment Narrative
The story your product tells a buyer, made deliberate instead of accidental.
We draft it, then pressure-test it with you until it holds up to the questions a real buyer will ask, covering what the product does well, what has been strengthened, and why what remains is manageable, not disqualifying.
Product Investment Narrative
Buyer-ready summary
Executive summary
What's working
What has been strengthened
Illustrative deck cover
Common Questions
The things people usually ask before they reach out.
We're not sure we're ready to sell yet.
Most founders we talk to say this. Readiness is not a precondition for the first conversation. If you are thinking about an exit in the next one to three years, the earlier you know where the product stands, the more time you have to act on it.
How long does this take?
The full engagement, all four deliverables, typically runs 15 working days.
What does this cost?
A single fixed fee for the whole engagement, agreed upfront. No hourly billing, no open-ended retainers.
Do you handle financial, legal, or technical due diligence?
No. We assess the product. Financial due diligence, legal IP verification, technical infrastructure audits, and security or compliance assessment sit with your existing advisors, and we are glad to work alongside them.
We already have an M&A advisor or accountant. Do we still need this?
They will tell you what the business is worth on paper. We tell you what a buyer's product team will find when they look under the hood, and give you time to fix it first.
What if the findings are bad?
Then you have found them before a buyer did, with time to act. A Risk Register that surfaces nothing is rare and worth being sceptical of. The founders who benefit most are the ones who act on what we find, not the ones hoping for a clean report.
START WITH A CONVERSATION
Find out where your product stands before a buyer does.
You do not need a clean bill of health or a fixed exit date. The first conversation is short and no-commitment, just to talk through what you are trying to achieve and where to start.
Book a call