PE/VC Due Diligence

Know Your Deal
Before You Close It

Six AI agents simulate every angle of your acquisition — target, competitors, customers, regulators, market, and supply chain — and stress-test 50+ scenarios in hours, not months. McKinsey-grade commercial due diligence (CDD) at a fraction of the cost.

BUY at 78% confidence. $151M–$180M entry. 62% probability of 3x+ return. That's what our simulation delivered on a representative healthcare SaaS deal — in under 48 hours.

You already know the math doesn't work.

Your team screens 200 deals a year. You can deep-dive on maybe 15. The rest get a quick model and a gut check. That's not diligence — that's triage.

Firms spend $400K on CDD and still miss the competitive threat that craters EBITDA eighteen months post-close. The traditional report models 3-5 scenarios. Reality doesn't limit itself to five.

Deals die because diligence takes six weeks while the other bidder has conviction in three. Auction timelines are compressing. Your analytical process isn't.

Analysts drown in data crunching instead of exercising judgment on what actually matters. 80% of CDD work is mechanical. Your team's time should be spent on the 20% that requires human judgment.

There's no systematic way to stress-test portfolio companies when market conditions shift. Post-close, you're flying blind until the quarterly board deck.

PE firms evaluate 200+ deals/year but deep-diligence fewer than 15.

That's a 92% analysis gap.

Six Agents. Every Angle.
Every Scenario. Every Time.

Our simulation deploys a team of six specialized agents — each representing a distinct economic actor in the deal — that analyze the acquisition from their perspective, enforce second-order interaction effects, and produce a probability-weighted assessment with full provenance.

01

The Target

Financial health scoring, valuation range, key risk identification

02

The Competitor

Market concentration, moat durability, competitive positioning

03

The Customer

Segment analysis, net revenue retention, churn risk, lifetime value

04

The Regulator

Antitrust scoring, compliance gaps, deal-killer flags

05

The Market

Cycle position, M&A market heat, comparable transaction multiples

06

The Supplier

Concentration risk, pricing power, single-source vulnerabilities

Second-order effects, not siloed analysis.

When the Target identifies thin margins, the Competitor adjusts moat durability downward. The Customer increases churn risk. The Supplier flags elevated pricing power. Each agent reads upstream analysis before forming its view. Risks compound — just like they do in reality.

50–500 scenarios, not 3–5.

Monte Carlo simulation with statistically rigorous sampling across revenue growth, margin compression, churn, and multiple expansion. You get P10 through P90 probability distributions — not a base case and two handwaves.

Hours, not months.

Initial analysis in 2–4 hours. Full engagement in 48 hours. You can diligence more deals, deeper, faster.

Full provenance.

Every conclusion traces to a source document and page number. Every agent decision is logged. Every scenario path is reproducible. This isn't a black box — it's the most auditable diligence process you've ever seen.

How It Works

1

Connect

30-minute scoping call. Mutual NDA. Share your deal materials through secure intake.

2

Simulate

Six agents analyze every angle. Monte Carlo runs 50–500 scenario paths. Human review gates at critical junctures.

3

Decide

30+ page IC-ready report in 48 hours. PDF, JSON, or executive summary — your choice.

Case Study

MedFlow Analytics

A real deal. A real simulation. Real numbers.

MedFlow Analytics: $72M ARR healthcare SaaS platform. 42% YoY growth. 118% net revenue retention. 180+ hospital systems. On paper, a dream target.

Verdict

BUY at 78% confidence

Recommended Entry

$151M – $180M

10.5x – 14.5x EV/EBITDA

Monte Carlo Distribution — 500 Paths

Scenario Exit EV MOIC IRR Description
P5 Stress $198M 1.1x ~2% EHR encroachment + churn + margin miss
P10 $289M 1.6x ~10% Growth slows to 15%, margin flat
P25 $456M 2.5x ~20% Moderate growth, limited margin expansion
P50 Median $698M 3.9x ~31% Base: 28% growth, 26% margin, 12.5x exit
P75 $943M 5.2x ~39% Strong growth + margin expansion + tuck-ins
P90 $1,247M 6.9x ~47% Accelerated growth, 30%+ margins
P95 Bull $1,518M 8.4x ~53% Market leadership + roll-up + IPO exit

62%

Probability of 3x+ MOIC

4.2%

Probability of capital loss

4.1x

Mean MOIC

The real value: risk architecture

Three deal-killer scenarios the simulation surfaced:

EHR Vendor Encroachment

3–5% PROB

If Epic restricts API access and launches bundled analytics at 50% lower cost, MedFlow's moat erodes. MOIC drops to 0.4–0.6x.

Margin Compression Trap

ELEVATED PROB

Professional services stuck at 18% of revenue signals a product gap. EBITDA stalls at 21–22% vs. 25%+ plan. Median MOIC: 2.4x.

Competitive Pincer

8–12% PROB

Health Catalyst acquires NLP competitor + Innovaccer undercuts on price + tuck-in targets get snapped up. At $180M entry: MOIC 1.0–1.5x. At $209M: value destruction.

The pricing insight alone is worth the engagement fee. At $151M, median MOIC improves to 4.6x. At $209M, it drops to 3.3x. We didn't just say "buy" — we showed exactly where the margin of safety lives.

Delivered as a 32-page IC-ready report with Monte Carlo distributions, sensitivity tornado plots, customer segmentation by risk, regulatory timeline, and a value creation roadmap.

How We Compare

McKinsey / BCG Boutique CDD In-House Base Case DD
Cost / Deal $500K–1.25M $150K–400K $50K–100K $15K–30K
Timeline 6–8 weeks 4–6 weeks 3–4 weeks 48 hours
Scenarios 3–5 3–5 3–5 50–500
2nd-Order Effects Manual Rarely Almost never Enforced
Auditability PDF only PDF only Spreadsheet Full provenance
Scalability 2–3 / quarter 3–5 / quarter 12–15 / year Unlimited

90%

cheaper than McKinsey

80%

faster than boutique firms

10x

more scenarios than anyone

We don't replace your judgment. We replace the 80% of analytical grunt work that prevents your team from exercising judgment on more deals.

Pricing

Traditional CDD costs $150K–$1.25M per engagement. One prevented bad deal pays for a decade of simulations.

Single Deal

$15K–$30K

Full simulation, IC-ready report, 48-hour turnaround.

Best for: Testing us on your next live deal.

Multi-Deal

$30K–$75K

3–5 simulations with cross-deal pattern analysis.

Best for: Active deal season or fund deployment phase.

Annual Retainer

$5K–$10K/mo

Up to 5 deals/month, ongoing portfolio monitoring, priority turnaround.

Best for: Firms that want simulation baked into their process.

One prevented bad deal pays for a decade of simulations. If a $30K engagement stops a $50M mistake, that's 1,000x ROI. If it saves you $200K in CDD fees on a deal you would have passed on anyway, it's paid for itself seven times over.

Questions

Our MedFlow simulation produced a BUY at 78% confidence with three specific deal-killer scenarios — including a competitive pincer that traditional CDD almost never models. Every finding traces to source data. Every agent publishes its confidence level. No simulation predicts the future. Ours stress-tests more futures than any human team can model manually.

Whatever you'd give your CDD provider: CIM, financial model, management presentation, market studies. PDF, Excel, Word, CSV. We produce useful analysis from a CIM alone — the more data, the richer the simulation.

A spreadsheet models scenarios you think to test. We model scenarios you didn't think to test. Six agents surface interaction effects — competitive response triggering customer churn triggering EBITDA collapse — that spreadsheets structurally cannot capture. Plus 50–500 Monte Carlo paths instead of your three tabs.

Engagement isolation is architectural, not policy. Every database query filters by engagement ID — cross-deal leakage is structurally impossible. AES-256 at rest, TLS 1.3 in transit, SOC 2 Type II architecture. Claude by Anthropic has zero data retention on API calls by default.

Not yet, by design. We augment your process — screen more deals faster, identify risks your CDD provider should investigate, stress-test assumptions before committing capital. Most clients run our simulation first, then commission targeted CDD on the specific risks we flag.

Every tool has limits. Ours are transparent: confidence levels per agent, per conclusion. Low-confidence findings auto-pause for human review. Our MedFlow simulation surfaced three distinct deal-killer cascades with probability-weighted outcomes — the kind of second-order risk mapping traditional CDD structurally cannot produce.

Your next deal has risks
you haven't modeled yet.

Every PE firm has a deal they wish they'd diligenced differently. We exist so the next one doesn't become that story.

Book Your Free Simulation Demo

Risk reversal: Your first simulation is complimentary for qualified firms. Share a deal — live or completed — and we'll run the full analysis. If it doesn't surface at least one risk your team missed, there's no invoice.

SOC 2 Architecture | Zero Data Retention | 643 Tests Passing