Post-Acquisition Data Playbook: The First 100 Days
What to do with data in the first 100 days after acquiring a company. A phased playbook for operating partners and portfolio company leaders.
Inside the Data Room
Data Strategy for PE Operators
Practical guides on data diligence, exit readiness, and the data problems that erode valuation.
Essential Guides
Pillar Guide
Why Your QoE Report Will Surface Data Problems (And How to Prevent It)
QoE reports expose data infrastructure failures most teams never see coming. Here's why numbers break, what triggers adjustments, and how to fix it early.
Pillar GuidePE Exit Readiness: The Data Checklist Most Teams Miss
The data readiness checklist PE-backed teams miss before an exit. Covers financial, operational, and customer data with timelines and real benchmarks.
Pillar GuideThe Complete Data Diligence Guide: What Buyers Actually Test
What buyers actually look for in data diligence. 15 questions, what good answers look like, common red flags, and how to prepare before the clock starts.
All Posts
Data Diligence Prep: DIY vs. Bringing in Help
When to handle data diligence preparation yourself and when to bring in outside help. An honest comparison of cost, timeline, and outcomes.
Why Your QoE Report Will Surface Data Problems (And How to Prevent It)
QoE reports expose data infrastructure failures most teams never see coming. Here's why numbers break, what triggers adjustments, and how to fix it early.
How Long Does It Take to Fix Data Before Diligence? A Realistic Timeline
Realistic timelines for fixing data before diligence. The 12-month ideal, 6-month sprint, and 3-month emergency paths with specific deliverables at each phase.
How Data Problems Cost One Company Half a Turn on Their Multiple
An anonymized case study showing how data issues led to QoE adjustments, buyer repricing, and a $20M valuation haircut on a mid-market PE exit.
PE Exit Readiness: The Data Checklist Most Teams Miss
The data readiness checklist PE-backed teams miss before an exit. Covers financial, operational, and customer data with timelines and real benchmarks.
The 48-Hour Test: Can Your Team Answer These Questions Before Diligence?
Ten questions your team should answer in 48 hours or less. A practical readiness test for PE-backed companies approaching an exit.
7 Data Red Flags That Kill Deals in Diligence
Seven specific data problems that make buyers walk away or reprice. What each red flag signals, why it matters, and how to fix it before diligence starts.
The Complete Data Diligence Guide: What Buyers Actually Test
What buyers actually look for in data diligence. 15 questions, what good answers look like, common red flags, and how to prepare before the clock starts.