Free Resources

Tools for PE operators who want better data.

Assessments, frameworks, and research built from Fortune 100 data discipline. No gated sales pitch. Genuinely useful.

01 Interactive Quiz

AI Readiness Assessment

How AI-Ready Is Your Data?

7-question self-assessment that scores your data foundations across consistency, completeness, integration, accessibility, and governance. Two minutes to find out if your data can support AI before you invest.

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02 Personality Quiz

Diligence Prep Archetype Quiz

What Kind of Diligence Prep Leader Are You?

7 scenario-based questions reveal your default mode when diligence approaches. Your strengths, your blind spots, and the one move that would change your exit trajectory.

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03 Research

PE Data Whitepaper 2026

The Data Problem Private Equity Cannot Afford to Ignore

Research briefing on why 70-90% of deals miss expectations and the data patterns behind it. Includes the Data Readiness Hierarchy framework with timelines and success metrics for each level.

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04 Framework

The Buyer's Private Scorecard

How a Buyer Actually Grades Your Data Room

The rubric a diligence team uses to score your data. Six categories, three ratings each, and what the buyer is really thinking when they score you. Grade yourself before they do.

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05 Framework

The 48-Hour Diligence Clock

What Happens When a Buyer Opens Your Data Room

The exact sequence of what a diligence team checks in the first 48 hours, the three findings that make them walk, and how the verdict gets made before detailed diligence even begins.

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06 Simulation

Data Room Survivor

Can Your Deal Survive 10 Days of Data Diligence?

Turn-based simulation where you play a CTO facing real diligence scenarios. Every choice affects Buyer Confidence, Timeline Risk, and Valuation. Round 10 verdict: Deal Closes, Deal Repriced, or Deal Dies.

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07 Interactive Assessment

VCP Data Score

Can Your Data Support Your Value Creation Plan?

Score your portfolio company across 5 dimensions that determine whether value creation plans deliver. Revenue, customer intelligence, operations, infrastructure, and governance. Dimension-level results show exactly where to focus.

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Weekly Brief

Inside the Data Room

The weekly brief for PE operators. One free tool every week.

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