How We Can Help
I know that you are the kind of investor that takes an analytical approach to investing. You see the
opportunity in
subscription businesses with attractive unit economics. In order to invest in the right subscription
companies, you need
to dig deep into the target's financials.
because traditional business metrics don't capture the key drivers of subscription performance, you are
concerned
that you'll fail to uncover serious problems or miss large opportunities during due diligence. Your analyst
team and
accounting consultants lack the tools and forward-looking perspective to help you understand what could go
right with a
company (and what could go wrong). I believe that you shouldn't have to make investment decisions without a
rigorous
analysis of the fundamental drivers of a subscription business. That's why I've developed a process and set
of software
tools to get you rapid insights into subscription performance -- past and future.
Here's how it works: we do an initial zoom call to discuss your investment or M&A situation. If the project
is a fit,
then I will scope the work and sign an NDA. I will staff any technical resources required to gather and
process data
from the target company. I will assess what's working and what needs improvement, and work with your team to
develop
scenarios and validate your investment thesis. We'll summarize our findings in a written report and provide
documentation to support your investment approval process. You'll sail through your internal investment
review process,
close the deal, and be well on your way to a successful subscription company investment.
