Half a day on your live deal
Sales is a contact sport, so the best way to start is to look at a live deal together. It sits alongside CDD, not in place of it.
Three steps, one deal
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01
Preparation
- What you share
- The commercial section of the CIM or VDD, pipeline and bookings data, and sales headcount.
- Under NDA
- Share only what your process allows. Your fund’s AI policy applies.
- My read
- I go through the numbers myself and mark where the plan is weakest.
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02
The session
- Who’s in the room
- Your deal team, in person or on video.
- The numbers
- We go through the sales numbers together and test them against the plan.
- The questions
- We work out the top three questions to put to management.
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03
Follow-up
- Written summary
- Is the plan structurally believable, and which questions matter most.
- Management meeting
- We rehearse the questions together, and I join the meeting with management if you wish.
- After close
- If you invest, the same questions shape the 100-day plan.
Common questions
No. It sits alongside CDD, not in place of it.
Against the decision it informs. If it changes one assumption in the plan you underwrite, or stops you funding the wrong fix after close, it has paid for itself. And your team gets better at testing the next sales plan.
Whatever you can share under NDA: the commercial section of the CIM or VDD, pipeline and bookings data, and sales headcount and attainment.
The people working on the deal. The questions we land on are the ones IC will ask, so it helps if whoever presents to IC is there.
Both. Before close, it keeps you from underwriting what the company can’t deliver. After close, it keeps you from funding the wrong fix.
Yes I use business accounts where your data stays private and isn’t used to train models. If your fund’s policy rules out AI tools, I work without them.
Everything is under NDA. I never name clients or deals in public unless you’ve agreed to it in writing, and your data is never used in another engagement.
No. I only ever work for one side of a deal.
Bring a live deal through the contact form. I reply within one working day, and we agree what you can share under NDA.
Nothing is assumed. If you want more, we agree on that.
Bring a live deal. Half a day.
Tell me about the deal and I’ll reply within one working day. Everything is under NDA.