Human Capital Due Diligence for Private Equity and Venture Investors
You diligence the financials, the market and the contracts. The leadership team usually gets a few dinners and a gut call. We give you a structured, evidence-based view of the founder and management team, and a plan to build the team your investment thesis needs.
Why Leadership Diligence Matters
In founder-led and growth-stage companies, the management team is often the biggest variable in the deal. Large institutional funds use global assessment providers. Smaller funds rarely have a rigorous, right-sized option. We built one.
How We Support the Deal
Our Methodology
Every assessment starts with your investment thesis. The question is never "is this a good leader?" but "can this team deliver this plan?"
Thesis to seats. We translate your value creation plan into what each executive seat has to deliver over the hold.
Organization, current and target state. We assess how the company is structured today against the organization your plan requires, and where the gaps are.
Structured career interviews informed by Topgrading, covering each executive's full track record.
Validated psychometric assessment of leadership style, behaviour under pressure, and values.
Deep referencing with former managers, peers and direct reports.
Who We Work With
Pre-LOI and diligence. An assessment of the founder and each key executive, the leadership team as a unit, and the organization's current state against the target state your thesis requires. You learn who can scale, where the gaps are, and what the leadership risk means for value.
Close to Day 100. A leadership team plan: roles to keep, change or add, succession for the founder where relevant, and the priorities for the first 100 days.
Post-close integration. Integration support, executive coaching, and searches for the leaders the plan calls for, run with the same assessment rigour.
Small and mid-market private equity and venture capital firms backing founder-led and growth-stage companies of roughly 50 to 350 people. Firms without an in-house talent partner, who need diligence proportionate to deal size and fast enough for a deal clock. And investors who see the leadership team as a driver of value creation, not a box to tick, and want a partner from before the LOI through the hold.
Contact us
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