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.

Simulation For Operating Partners

The Notice

Your Best Portfolio Company Just Lost the One Person Who Runs the Numbers

A turn-based simulation for operating partners. A key controller resigns fourteen months from exit. Every decision moves Exit Value, Buyer Confidence, and Knowledge Secured. The verdict: the exit holds, the buyer reprices, or it slips.

8 decisions ~5 min 3 live meters
Start the simulation →
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.

10 rounds~8 minDeal closes, reprices or dies
Open tool →
Interactive Assessment

VCP Data Score

Can Your Data Support Your Value Creation Plan?

Score a 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.

10 questions~2 minScore across 5 dimensions
Open tool →
Interactive Quiz

AI Readiness Assessment

How AI-Ready Is Your Data?

7-question self-assessment that scores a portfolio company’s data foundations across consistency, completeness, integration, accessibility, and governance. Two minutes to find out whether the data can support AI before the fund invests in it.

7 questions~2 minReadiness score and gaps
Open tool →
Framework

Buyer Scorecard

The 6-Category Scorecard Buyers Use to Grade Your Data

The exact rubric a diligence team uses to grade a data room: six categories, three ratings each, and what the buyer is actually thinking when they score it down.

6 categories~4 minThe rubric a buyer grades the company on
Open tool →
Interactive Quiz

Diligence Archetype

What Kind of Diligence Prep Leader Are You?

Seven scenario-based questions reveal how you get a company ready for a buyer, the blind spot that comes with that style, and the one move that would change the exit trajectory.

7 questions~3 minYour style, blind spot and one move
Open tool →
Playbook

The 48-Hour Diligence Clock

What Happens in the First 48 Hours After a Buyer Opens Your Data Room

Six phases, hour by hour, from the first data-room login to the first adjustment. The three findings that kill deals, and how to be ready for each before the clock starts.

6 phases~5 minThe 3 findings that kill deals
Open tool →

Research The Data Problem Private Equity Cannot Afford to Ignore 2026 whitepaper, 12 min read. Why 70-90% of deals miss expectations, and the Data Readiness Hierarchy behind the fix.

Weekly Brief

Inside the Data Room

One new tool every week, sent to subscribers before it lands on this page.

Get Inside