Home / Services / Investment Due Diligence
Entry Assessment - For VCs & Investors

Find what the deck
doesn't show.

Operator-led due diligence for venture capital firms, angel investors, and family offices. I find the leaks, bottlenecks, and hidden risks that turn into post-close transformation budgets - before you wire the money. Operational, technical, and AI readiness assessment in 1-2 weeks. Honest go/caution/no-go signals.

The economics behind DD: read the 10x Rule - operational gaps in target companies become 10x more expensive once the fund owns them.

Active engagements. Currently running operational reviews for a fintech company, a B2B food-services operator embedded in the hi-tech office market, and a civil engineering firm - and privately coaching 5+ executives and founders. Also active with early-stage startups through advisory board seats, pre-seed consulting, and custom app development. Three industries, multiple engagement types, same structural failure modes. Having sat at the table with founders as an advisor - not just as a consultant coming in for a week - is exactly what sharpens the read on founder dependencies and governance gaps in a DD engagement.

What I assess. Pick one or combine.

Operational DD

Process maturity, team structure, decision-making patterns, execution capability. Can this company actually run at the scale they're pitching?

Technical DD

Architecture review, tech debt assessment, scalability analysis, security posture. Will the tech survive the next stage of growth?

AI Readiness DD

Can this company execute on its AI claims? Data foundation, team capability, AI strategy, governance, and roadmap reality check.

Team & Founder Assessment

Founder decision patterns under pressure, team scalability, key-person risk, leadership gaps. Often the highest-value module.

Risk Inventory

Hidden fragility - knowledge silos, governance gaps, single points of failure. The risks that aren't in the deck.

Post-Close Roadmap

If you invest, what should the value creation plan look like? Prioritized recommendations for the first 90 days post-investment.

What VCs usually ask before engaging.

Who is this for?

Venture capital firms (seed to growth stage), angel investors, family offices, corporate venture arms, and accelerators. Especially useful for tech-forward funds investing in fintech, SaaS, AI, and early-stage operational companies.

How long does it take?

Standard DD: 1-2 weeks. Light DD focused on a specific risk area: 3-5 days. Comprehensive (technical + operational + AI + team): 2-3 weeks. Express DD for time-sensitive deals possible at premium rate.

What's in the final report?

Confidential 15-25 page PDF: executive summary with clear go/caution/no-go signal, operational maturity score, technical architecture review, team scalability assessment, AI readiness rating, risk inventory, red flags requiring deal terms or post-close action, and prioritized post-investment value creation recommendations.

How is this different from McKinsey or Big 4?

Three differences.

1. Faster. 1-2 weeks vs 6-8 weeks. Modern deal pace requires modern DD speed.

2. Operator-led. I spent 10+ years actually building and scaling the systems I assess - leading R&D from 30 to 150 engineers, shipping regulated banking products to 100K+ users. Pattern recognition comes from earned scars, not framework application.

3. Independent & small. No partner approval cascade, no junior associate doing the first draft. One experienced operator owning the assessment - which means findings are sharp, calibrated, and honest by structural design.

Will you also help post-investment?

Yes - this is the model I'm building toward. Pre-investment DD followed by continued work with the portfolio company as fractional PM/COO/coach if there's a fit. The same person who diagnosed the issues helps fix them. Cleaner handoff, faster value creation, and a continuous feedback loop that keeps the DD process honest. For VCs whose model accommodates this, it's substantially more efficient than serial consulting engagements.

Is everything confidential?

Yes. NDA is standard. Both with the VC firm and the target company. Findings are shared only with the engaging fund. Data accessed during DD is destroyed after report delivery unless ongoing engagement is contracted.

How is pricing structured?

Three options:

1. Per-deal: Light DD from €4,000. Standard DD from €8,000. Comprehensive DD from €15,000. Express DD (24-48h) from €6,000.

2. Retainer: Monthly retainer for funds doing 3+ DDs/quarter. Better economics + faster turnaround.

3. Annual partnership: Discounted rates + first-priority scheduling for funds doing high deal volume.

What sectors do you cover?

Strongest fit: fintech, digital banking, SaaS, AI/ML companies, adtech, B2B operational tools, and any tech-forward operating company.

Less ideal: deep tech (hardware, biotech), pure consumer brands without tech component, deeply regulated industries I haven't worked in (med devices, defense).

Honest fit assessment is part of the intro call.

How do we start?

30-minute scoping call. Tell me the deal context, target company, what you're worried about, and timeline. I'll come back with a scoped proposal within 24 hours - or tell you honestly if I'm not the right fit.

Have a deal in motion?

Book a 30-minute scoping call. NDA-friendly. Fast turnaround. Honest signals.