OA Diligence · for PE deal teams
Before you close, see where the margin is hiding in the target’s spend.
OA Diligence is a light version of our Opportunity Assessment, built for deal teams before close. It reads the target’s spend and tests it with outside experts, so your view of the company includes where margin is likely to sit.
What it is
The target’s spend, read from the data room.
The same analysis behind our Opportunity Assessment, run lighter, on the data the target has shared.
Outside experts only.
Before close, the target’s own people are off limits, so AI-moderated interviews go to outside experts instead.
Ranges on every number.
Pre-close data is partial. Every estimate comes as a range, so the investment case carries the uncertainty honestly.
Who it is for
- For PE deal teams evaluating a company before close.
- Not sold to the company being bought, and not a substitute for the full assessment after close.
- On request. Tell us about the deal and when you need an answer, and we will tell you whether it fits.
After you close
The full Opportunity Assessment adds what diligence can’t: the company’s own people.
AI-moderated interviews, mostly with the people the company names, and outside experts where a case needs one, show how feasible each opportunity is for its team. Every guide is written for the person taking it. The result is the Margin Map. Then our RFX team runs the RFXs that capture it, with the company’s team, which decides, negotiates and signs.
Ask about a deal
Thirty minutes with Trevor or Jim, about one deal.
Tell us what you are looking at and when you need an answer. We’ll tell you whether OA Diligence fits, and if it doesn’t, we’ll say so.
Handled confidentially: encrypted, segregated per client, NDA before anything moves.
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