The firm, the four services, and when to sell each one
Keystone IQ works at individual customer level across every transaction, not cohort averages or modelled assumptions. Four deal moments, four services, one question: what is the customer base actually doing? Work each module, clear its assessment at 80%, then sit the final.
Trainee
About Keystone IQ
Operator-grade customer base analysis for private equity. Twenty years inside the customer base, now used to show investors what the revenue is actually worth and where risk is already building.
Firm Orientation · 6 questions · 10 min
Health Check
Revenue truth, before it gets priced into the deal. A behavioural diagnostic of customer-base health, delivered in five days from clean data.
Pre-Deal / Screening · 6 questions · 12 min
Customer Base Diagnostic
Where customer movement becomes investment intelligence. Year-on-year behavioural movement across the full base, with 12-month forward scenario projections.
Hold & Exit · 6 questions · 14 min
Value Creation Map
The value creation plan most deal teams write at entry is built on the customer base they assume they have. The Map shows them the one they actually have.
Entry / Mid-Hold Reset · 6 questions · 13 min
Value Creation Advisory
Where the agenda becomes execution. A retained, embedded engagement delivered by Keystone Partners, working the customer objectives through the business until the numbers move.
Execution / Portfolio · 5 questions · 11 min
Final Assessment
Ten scenario questions across all four services. 80% to pass.
Unlocks once all five module assessments are cleared.