Resources
Papers, guides and workbooks for investor-grade decisions.
Curated for Corporate Development leaders, investors and founders, to help you maximise business value from the first look at a target to the day the savings land.
The papers
Three papers, three rooms.
Each one written for a specific reader and a specific decision. Take the one that matches the deal in front of you.
Who The Hell Knows
Why nobody can confidently price AI in a deal right now, and what investors and buyers of SaaS, tech-enabled services and any AI-adopting business can actually test for instead.
- · The market you're underwriting: split multiples and the "no moat" assumption
- · AI-native vs AI-branded: a working checklist for the room
- · Choosing a DD partner fit for AI, before an LOI not after
The Room Looks Diverse. It Isn't.
Capital is rotating into professional services on an AI and automation story. This is the diligence that predicts whether the smaller, senior-heavier team carrying that story actually holds together at scale.
- · Why capital left the SaaS story and arrived at professional services
- · The org chart going senior-heavy while nobody tests whether the team holds
- · Same Shape and Reseat: what we actually test, and what it costs when nobody catches it
The Corp Dev People Challenge
A practitioner's view for Corp Dev leaders on how to assess your advisors, evaluate AI-native targets, and rethink your own team on a 12-month horizon.
- · How to tell a capable advisor from a confident one
- · What to look for inside an AI-native target
- · Rethinking your own deal team on a 12-month horizon
The Room Looks Diverse. It Isn't.
Capital is rotating into professional services on an AI and automation story. The diligence that predicts whether the team carrying it holds together at scale.
Get the guideThe Corporate Development challenge is more than AI, it's People
A practitioner's view for Corp Dev leaders on how to assess your advisors, evaluate AI-native targets, and rethink your own team on a 12-month horizon.
Get the guideThe IT Due Diligence Checklist
60 investor-grade questions across strategy, architecture, security, data & AI, people, vendors, ops and integration. Used in real PE / VC engagements.
Get the guideThe Scale-up CTO
How to prepare for a post-investment board presentation and impress as a competent CTO.
Get the guideAccelerate Post-Merger Integration
Tools for post-merger integration: bringing two technology teams together, consolidating what they run, and delivering the savings the deal was priced on.
Get the workbookFounder Exit Readiness
Looking to exit your business in the next 2–5 years? A step-by-step guide to where to begin and how to achieve success.
Get the guideMake Your Business Investor-Ready
A practical workbook on the 5 drivers of valuable, cashflow-creating companies — use it to prepare for investment or exit.
Get the workbookYour Rock-Solid Exit Strategy
A step-by-step template to help maximise your exit value.
Get the guide10 Common IT Due Diligence Problems & Solutions
Early identification of tech issues in startups improves practices and minimises risks for investments or future exits.
Get the guide10 Issues Found During IT Due Diligence and How to Address Them
Common red flags that you can address yourself.
Get the infographicEvidence of the IT Budget for Tech Due Diligence
Founders often lose out due to a lack of a cohesive tech budget narrative. A quick guide to what you need to prepare before negotiations.
Get the infographicCommon Issues Observed in Early Stage Firms During IT Due Diligence
Be prepared for tech due diligence.
Get the infographic