Evaluation & Decision

Commercial Due Diligence

Are the market, competitive position, and commercial projections of this company solid and sustainable enough to justify the investment?

Who is this report for

  • CEO
  • CFO
  • M&A Director
  • Private Equity
  • Venture Capital
  • Investment banks

Report description

The report provides an independent and rigorous assessment of the commercial viability of a company or asset, aimed at supporting investment decisions.

It focuses on validating commercial hypotheses: actual market size, sustainability of the competitive position, and credibility of projections.

The result is a due diligence report that enables informed decision-making, with a clear assessment of risks and upside factors.

What this report covers

01

Market Assessment and TAM Validation

02

Competitive Position and Moat Sustainability

03

Revenue Quality Analysis

04

Customer Base and Concentration Risk

05

Churn, Retention, and Net Revenue Retention

06

Unit Economics and Path to Profitability

07

Management Team Assessment

08

Financial Projection Validation (Bottom-Up)

09

Commercial Risks and Deal Breakers

10

Potential Synergies and Value Creation Levers

11

Valuation Benchmark vs Comparables

12

Regulatory and Compliance Risks

13

Red Flags and Areas for Additional Investigation

14

Investment Recommendations and Suggested Conditions

Typical use cases

1

Commercial due diligence prior to a PE/VC acquisition or investment.

2

Independent validation of management projections before a deal.

3

Evaluation of an M&A target for the investment committee.

4

Commercial assessment of a pre-IPO company.

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