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For PE and growth investors

Know what the GTM system is worth before you close

Pipeline, forecast and CRM data drive the number you are paying for. We check them before close, rated red, amber or green, and fix what matters in the first 100 days after it.

Talk about a deal See both offers
An illustration with made-up data, not a real company's.

Two offers, one on each side of close

Use them together or on their own. The diligence findings become the first draft of the 100-day plan.

Before close

GTM systems diligence

from $12,000
  • CRM and pipeline integrity
  • The forecast against what actually closed
  • Reporting, tools and contracts
  • Each area rated red, amber or green, with a findings memo
  • A cost estimate for fixing what we find
From close

100-day RevOps plan

from $37,000
  • Diagnose with the management team
  • Fix the CRM, pipeline and forecast foundation
  • Install the board and investor reporting cadence
  • Hand it to the company's team, or keep us running it

Estimate both for your deal Final price depends on company size and the state of the data.

What diligence checks

Six areas, each with the red flags that change a valuation or a 100-day plan.

  • CRM and data

    Required fields, duplicates, ownership and how much of the history can be trusted.

    Red flag: amounts and close dates missing on open deals

  • Pipeline

    Stage definitions, age, activity and conversion by stage and by source.

    Red flag: pipeline that no one has touched in a month

  • Forecast

    The last four quarters of commit and forecast against what actually closed.

    Red flag: a forecast that misses in the same direction every quarter

  • Board reporting

    Whether ARR, retention and pipeline metrics are defined, reproducible and tied to the CRM.

    Red flag: board numbers built by hand in a spreadsheet

  • Tools and contracts

    The GTM stack, overlap, renewal dates and what the company actually uses.

    Red flag: large renewals due soon after close

  • Data ownership

    Who owns the accounts, integrations and data, and what leaves with an agency or a person.

    Red flag: systems held in an agency's accounts

The first 100 days after close

Three stages, each ending with something the board can see.

InteractiveThe 100-day plan Select a stage, or use Next.
  1. What happens
    We work through the diligence findings with the management team, agree definitions, and rank the fixes by revenue impact.
    What the board sees
    A ranked fix list with owners and dates, and the metric definitions everyone will report on.
  2. What happens
    CRM clean-up, stage definitions and exit criteria, pipeline hygiene rules, and the forecast method.
    What the board sees
    Pipeline and forecast numbers the team can reproduce from the CRM.
  3. What happens
    Board and investor reporting built from the CRM, a weekly forecast call, and a handover to the company's team.
    What the board sees
    The first board pack produced from the system, not assembled by hand.

Confidential by default

  • NDA before any accessNothing is opened until the NDA is signed.
  • Read-onlyCRM access or exports only. We change nothing in the target's systems.
  • No outside contactWe speak to the target's staff only when you approve it.
  • Findings go to youThe memo is yours. Working data is deleted when the work ends.

Across a portfolio

The same metric definitions and board pack in every company, so portfolio numbers compare cleanly. Companies without an operations team can run on RevOps as a Service, from $2,500 a month.

Frequently Asked Questions

How long does GTM diligence take?

It is sized to your deal timeline. Tell us the date you need the memo, and we scope the review to fit it.

What access do you need?

Read-only CRM access or exports, the last four quarters of forecasts and board reports, and a list of the GTM tools and their contracts.

Can the 100-day plan start without diligence?

Yes. The first 30 days then include the diagnosis that diligence would have covered.

Do you work with the management team?

After close, yes: the 100-day plan is run with them and handed to them. Before close, only when you approve it.

Is the work confidential?

Yes. We sign your NDA before any access, work read-only, and delete working data when the work ends. The findings memo is yours.