Maximize Value with Agile Diligence Flow
Kick off with rapid red flags assessment, then upgrade and add-on where required for the investment thesis
No subscription required, but available to enhance support, add portfolio features, and provide multi-deal discounts.
DealPrepTM
- Required Project Setup
- Seller entity profiling
- Not a due diligence action
$500.
Includes:
- Attestation via online interviews
- Up to 2 seller interviewees
- DealPrepTM summary report
- Real-time project dashboard
Confirmatory
- Critical red-flags assessment
- ~8 topics per diligence stream
- Attestations (no file upload)
From $5,000. per stream
Includes:
- Attestation via online interviews
- 3 interviewees (seller upgradeable)
- Critical findings & guidance
- Real-time project dashboard
- Summary PDF report available
- 1 investment thesis configuration
- Diligence SME QA review
Extensive
- Confirmatory scope included
- Broader/Deeper Due Diligence
- Data Room/Evidence Review
From $15,000. per stream
Includes:
- Attestation via online interviews
- AI/ML-enabled virtual data vault
- Seller-upgradeable ethical wall
- 5 interviewees (seller upgradeable)
- Critical findings & guidance
- Capability maturity & risks ratings
- Real-time project dashboard
- Summary PDF final report available
- Redacted PDF final report available
- 3 investment thesis configurations
- Diligence SME QA review
- Evidence review by diligence SME
- Live diligence SME readout
- Reps & Warranty call participation
The Works
- Confirmatory scope included
- Broader/Deeper Due Diligence
- Data Room/Evidence Review
From $25,000. per stream
Includes:
- Attestation via online interviews
- AI/ML-enabled virtual data vault
- Seller-upgradeable ethical wall
- 5 interviewees (seller upgradeable)
- Critical findings & guidance
- Capability maturity & risks ratings
- Real-time project dashboard
- Summary PDF final report available
- Redacted PDF final report available
- 3 investment thesis configurations
- Diligence SME QA review
- Evidence review by diligence SME
- Live diligence SME readout
- Reps & Warranty call participation
- Diligence SME live interviews
- SME engaged in demos and labs
Free
$500.
Free
Forever
Start for free, no subscription is required for any diligence or add-on services. Ideal for infrequent acquisitions or straightforward seller research.
Includes:
- Access to private news articles
- Support:
- Project data retention: 12 months
- Data storage: 10GB free
email within 24hrs
Premium
$20.
Per Seat /
Month
Retain portfolio data for 2 years per project for synergistic analysis or automated health checks.
Includes:
- Access to private news articles
- Access to leading industry analytics
- Support:
- Project data retention: 24 months
- Data storage: 100GB free
chat during business hours
DILIGENCE SERVICE DISCOUNT: 5%
Enterprise
$50.
Per Seat /
Month
TBD
Includes:
- Access to private news articles
- Access to leading industry analytics
- Support:
- Project data retention: Unlimited
- Data storage: 250GB free
- White-labeling: Call for Quote
- Custom Rules Base: Call for Quote
24×7 dedicated support
DILIGENCE SERVICE DISCOUNT: 10%
Partner SME
Call for Quote
TBD
Includes:
- Access to private news articles
- Access to leading industry analytics
- Support:
- Project data retention: Unlimited
- Data storage: 1TB free
- White-labeling: Call for Quote
- Custom Rules Base: Call for Quote
- Possible revenue sharing
24×7 dedicated support
DILIGENCE SERVICE DISCOUNT: 15%
Free
$500.
Free
Forever
Client Advisory Board Membership is not available for the Free tier.
Premium
$20.
Per Seat /
Month
Enterprise
$50.
Per Seat /
Month
Partner SME
Call for Quote
Client Advisory Board Membership
$60,000.
Pre-purchase deposit for future
due diligence services
Once a Premium, Enterprise, or Partner SME subscriber, take the opportunity to be on our Client Advisory Board. Rather than becoming an equity investor, join our CAB to get access to the executives and the decision makers, engage in monthly platform roadmap prioritizations, and early access to beta releases.
Includes:
- One year CAB membership seat (voting rights based on remaining pre-purchase balance)
- Monthly platform roadmap updates
- Voting in special product feature polls
- Feature prioritization requests
- Dedicated quarterly calls with our leadership team