Your data infrastructure is on the term sheet.
Revenue attribution gaps, manual reporting, and undocumented data pipelines reduce valuations by 10–20%. We prepare your data for investor-grade scrutiny—before the clock starts.
Fixed-Price Assessment
4-Week Diagnostic
Data gaps cost more at the deal table than anywhere else
Most companies discover their data shortcomings during due diligence—precisely when it’s too late and too expensive to fix. What passes for “good enough” in daily operations becomes a liability under investor scrutiny.
60% of M&A deals face post-close integration issues
Incompatible data systems, duplicated definitions, and missing lineage documentation create months of post-merger friction that erodes deal value.
Investors increasingly request data maturity assessments
PE firms and strategic acquirers now evaluate data infrastructure alongside financials. A structured data capability is no longer a differentiator—it’s table stakes.
Revenue attribution gaps reduce valuation by 10–20%
When you can’t prove which channels drive revenue—or defend your unit economics with clean cohort data—buyers discount your multiple accordingly.
Manual reporting is a red flag in PE/VC due diligence
If your board deck requires a week of analyst time and ad-hoc SQL queries, it signals operational risk. Automated, auditable reporting signals operational maturity.
Five pillars of investor-grade data readiness
A systematic assessment across the dimensions that PE firms, strategic acquirers, and IPO advisors evaluate—built from our experience across 50+ engagements.
Financial Data Integrity
Revenue recognition accuracy, unit economics by cohort, LTV/CAC by channel, margin analysis at the product level. Every number in your data room must be defensible and reproducible.
Operational Metrics Automation
Board-ready dashboards that update without human intervention. Real-time KPIs with documented calculation methodology. Investor reporting that takes minutes, not weeks.
Data Governance & Documentation
Complete data lineage from source to report. Business-facing data dictionary. Role-based access controls and audit trails. The documentation that due diligence teams expect to see.
Infrastructure Scalability
Can your data stack handle 10x growth? Acquirers and IPO advisors stress-test architecture assumptions. We assess pipeline reliability, storage costs at scale, and single points of failure.
Team & Process Maturity
Clear ownership of every metric. Documented runbooks for critical processes. Bus factor reduction. The organizational layer that ensures data quality survives personnel changes.
Structured engagements for every stage of the transaction
Data Readiness Assessment
4-week diagnostic across all five framework pillars. You receive a scored maturity report, prioritized remediation roadmap, and executive-ready presentation for your board or investors.
IPO / M&A Data Preparation
Fractional CDO engagement dedicated to closing every gap identified in the assessment. We build the infrastructure, automate reporting, and document everything for the data room.
Due Diligence Data Room
Preparation of investor-facing data documentation: metric definitions, source-to-report lineage maps, infrastructure architecture diagrams, and data quality audit results.
Post-Merger Data Integration
For acquirers: integration planning that maps data systems, reconciles metric definitions, and builds a unified analytics layer—before day-one operational chaos begins.
PE-backed SaaS company recovered $4.2M in valuation through data readiness
Situation. A $28M ARR B2B SaaS company, PE-backed with a planned exit in 18 months. During preliminary buyer conversations, two potential acquirers flagged concerns about inconsistent revenue reporting and an inability to produce cohort-level unit economics.
Problem. Revenue was recognized manually in spreadsheets. Marketing attribution relied on last-click only, making CAC by channel unreliable. The data warehouse had 400+ tables with no documentation or lineage. Board reporting took one analyst a full week each month.
Approach. We conducted a 4-week Data Readiness Assessment, then transitioned to a 3-month Fractional CDO engagement. Priority work: automated revenue recognition pipeline, multi-touch attribution model, data dictionary covering all 400+ tables, and a self-serve board dashboard.
Outcome. The acquirer’s due diligence team completed data review in 5 days instead of the expected 3 weeks. Clean cohort data revealed stronger unit economics than previously reported, supporting a higher multiple. The deal closed at 3.8x revenue vs. initial offers at 3.2x—a $4.2M difference on the same ARR.
Details anonymized per NDA. Industry and metrics representative of actual engagement outcomes.
Built for companies where data directly impacts deal outcomes
This engagement is right for you if
- You are a $10–100M revenue company planning an IPO in 12–24 months
- You are PE-backed and preparing for an exit or secondary transaction
- You are entering M&A as a buyer or seller and need data due diligence support
- You are a CFO or COO who needs investor-grade data infrastructure before the next funding round
- Your board or investors have raised concerns about data quality or reporting consistency
- Due diligence requests are surfacing gaps you don’t have time to address internally
This may not be the right fit if
- You are pre-revenue or pre-product-market fit
- You need a full-time hire, not a strategic engagement
- The timeline for your transaction is under 8 weeks
- You are looking for a BI tool implementation without strategic assessment
From assessment to data room in 14 weeks
Confidential Scoping Call
We discuss your transaction timeline, current data capabilities, and specific concerns raised by investors or advisors. All conversations are covered by NDA.
Data Readiness Assessment
4-week diagnostic across all five framework pillars. Interviews with key stakeholders, infrastructure audit, and metrics validation. Deliverable: scored report + remediation roadmap.
Remediation & Data Room Prep
Fractional CDO engagement to close gaps, automate reporting, build documentation, and prepare investor-facing data materials. Your data room will be ready before diligence begins.
Schedule a Confidential Assessment
All initial conversations are covered by mutual NDA. We work with a limited number of clients per quarter to maintain depth and confidentiality.
50+ projects · 16 years experience · PhD in Economics · NDA from day one