Health Check

The Concept

Most deal flow filters rely on management accounts, the CIM and a handful of commercial conversations. None of these tells the deal team whether the customer base is healthy or quietly eroding. The Health Check answers that question in five days, on full transaction data, before the deal team commits the much larger budget that formal CDD requires.

Surfaces

• Revenue dependency — which customers the revenue is actually resting on
• Base resilience — whether the base can absorb pressure or not
• Acquisition cohort quality — is recent growth landing high or low value
• Revenue durability indicators — structurally supported versus already at risk
• Revenue composition — improving, stable and deteriorating cohorts
• Trajectory and the single most important implication for the thesis

Required Data

Commercials

When to Sell

• Pre-deal screening where the customer base is central to the thesis — ecommerce, subscription, consumer, financial services, retail
• As a specialist behavioural layer inside a broader CDD or advisory engagement