Integrated pre-investment planning and due diligence

A comprehensive, scalable approach configured for specific investment strategies and portfolios using one methodology that delivers more value for money, precision and insight throughout due diligence: adaptomy DNA.

We've been working with Private Equity, Venture Capital and investor-backed businesses to build a different, systematic, adaptive and integrated approach for pre-investment planning that provides a solid foundation for post-investment scale-up, change and growth. Our approach brings together market opportunity assessment, proposition review, marketing, sales, customer support and commercial delivery capability. One integrated approach that's focused on building viable post-investment discipline and capability that drives value creation, value delivery, differential advantage, sustainable revenue and capital asset value:

  • Focuses on and develops collective buy-in to investment and commercial development plans

  • Optimises and consolidates several due diligence processes

  • Comprehensively assesses current state commercial opportunity and operations

  • Gets behind the headlines to find risk and opportunity

  • Evaluates operations and growth potential

  • Mitigates investment risk

  • Systematically accelerates change, scale-up and growth

What integrated pre-investment planning and due diligence delivers

Our integrated approach seeks to bring the components of due diligence and pre-investment planning together. We aim to consolidate different perspectives; legal, financial, technical with respect to target market opportunities and commercial capability. These reason we do this is to build a share plan for post-investment action, a 10 day orientation plan and a 100 day post-investment action plan. Outputs and outcomes include:

  • Shared understanding of available market opportunity and capability to service them

  • Target market opportunity assessment

  • Commercial strategy and operations review

  • Current and future customer analysis

  • Commercial scorecards and dashboards

  • Value proposition and positioning review

  • Commercial capability analysis

  • Intellectual capital assessment

  • Growth Roadmap 10 day Fast Start primer and 100 day Critical Action Plan

  • An integrated approach to help all key stakeholders focus on investment in a viable post-investment plan