Our Process
We engage at any point in the transaction process
Three Phases, One Engagement
Each phase is purpose-built for where you are in the transaction lifecycle.
Pre-Bid Intelligence
Before the LOI — when you need conviction fast
- Rapid market sizing using proprietary data ingestion pipelines
- Competitive landscape mapping via NLP analysis of earnings calls, job postings, and patent filings
- Preliminary TAM/SAM/SOM estimation with confidence intervals
- Red-flag screening across regulatory, litigation, and reputational vectors
- Customer sentiment analysis from review aggregators and social platforms
Deliverable
A concise Pre-Bid Memo (10–15 pages) with a go / no-go recommendation, key risks quantified, and a prioritized list of diligence questions for the next phase.
AI-Led Commercial Diligence
Post-LOI — when the clock is ticking and the IC is on the calendar
- Full market model build-out with scenario analysis (base / bull / bear)
- Customer cohort analysis and net revenue retention modeling
- Pricing power and elasticity estimation using regression and ML techniques
- Competitive positioning quantification — moat scoring, switching cost analysis
- Channel economics and go-to-market efficiency benchmarking
- Expert interview synthesis weighted by statistical significance
- Regulatory and macro risk stress-testing
Deliverable
A board-ready Commercial Diligence Report (40–60 pages) with executive summary, detailed findings, risk matrix, and a full methodology appendix. Delivered with a live defense session for your IC.
Post-Acquisition Value Creation
After close — when the portfolio company needs to execute
- 100-day commercial plan informed by diligence findings
- Pricing optimization modeling with revenue impact projections
- Customer segmentation and whitespace analysis for cross-sell / upsell
- Competitive monitoring dashboards with automated alerting
- Recurring quarterly market landscape updates
Deliverable
A Value Creation Roadmap with prioritized initiatives, quantified revenue and margin impact, and KPI dashboards that update as new data becomes available.
Traditional Diligence vs. Davin AI
We didn't just digitize the old playbook — we rebuilt diligence from the ground up.
Timeline
4–6 weeks
6–8 business days
Data Sources
Expert interviews + desk research
200+ structured, unstructured, and alternative data sources
Market Sizing
Top-down estimates with wide ranges
Bottom-up models with confidence intervals and scenario analysis
Competitive Analysis
Qualitative SWOT / Porter's Five Forces
Quantitative moat scoring, NLP-driven positioning maps
Methodology
Narrative-driven, hard to audit
Transparent, reproducible — every finding links to data and statistical test
Deliverable
Static PDF report
Interactive report + live IC defense + methodology appendix
Post-Close Support
Engagement ends at report delivery
Ongoing value creation roadmap and monitoring dashboards
Questions We Answer
Every engagement starts with the questions your IC will ask. Here are examples we tackle routinely.
Is the company's stated TAM defensible, and what share can it realistically capture over a 5-year hold?
What is the true net revenue retention, and how does cohort-level churn behavior differ from the blended metric management presents?
How durable is the competitive moat — and which emerging competitors or substitutes pose the greatest threat to margin and share?
What is the pricing headroom, and how would a 10–15% price increase affect volume, churn, and lifetime value?
What regulatory, reimbursement, or macro shifts could materially impair the base-case underwriting within the hold period?
Let's scope your next engagement.
Tell us about the deal and we'll outline a tailored approach within 24 hours.