You run the company. We run the diligence.
When the request list lands, we set up the data room and work every request until the answer is posted.
| # | Request | Status |
|---|---|---|
| 1.01 | Monthly P&L, trailing 36 months | Open |
| 1.04 | Revenue by customer, tied to the ledger | Open |
| 2.12 | Cap table and option ledger | Open |
| 3.07 | Top 20 customer contracts | Open |
| 4.02 | Headcount by function and start date | Open |
| 6.15 | Sales tax exposure by state | Open |
The Playground sale. The buyer had three consulting firms. Playground had no banker. Read the case study
What we do.
| A | B | |
|---|---|---|
| 1 | Day 1 | The tracker goes up from the other side's list, with an owner and a date on every line. |
| 2 | Data room | Folders that match the request list. |
| 3 | Written answers | We draft them from numbers that already tie. You approve before anything goes out. |
| 4 | Diligence calls | We're on the calls about the numbers. |
| 5 | The 9pm email | Where everything stands, every night. Note:Gossip column optional. |
Your lawyers own the documents and the merger agreement. We make sure the numbers behind them hold up.
Raising or selling.
Raising a Series A without a CFO
Series A investors want a model that ties to your historical books and a data room that answers their list fast. We build the model on your actual books first. Then the data room goes up from their request list and every request gets tracked to a posted answer.
Selling the company without a banker
A strategic buyer brings its own accountants and consultants. Without a banker the request list lands on the founders. We take it over. Playground sold to Procare this way with no banker, and the buyer had three consulting firms. We ran 439 requests and 27 diligence calls.
Already have a banker?
Fine. The banker runs the process and the negotiation. We run the numbers and the request list underneath it.
Don't have a model yet? Start with strategic finance.
Got the request list?
Send it over with your timeline. We'll start with the tracker.