The Assessment

A fixed-fee diagnostic to evaluate how your deal flow is being filtered, where time is being lost, and which opportunities should never be reaching diligence.

Purpose

Most teams do not have a diligence problem—they have a control problem upstream of diligence.

The assessment is designed to identify:
- Where low-quality deals are advancing
- Where decision standards are inconsistent
- Where senior time is being misallocated

It establishes whether your current process is protecting attention—or diluting it.

What is Reviewed

- Current deal flow and pipeline structure
- Sources and volume of incoming opportunities
- How decisions are made to advance or eliminate deals
- Consistency of go / no-go criteria
- Where time is actually being spent across review and diligence

What is Delivered

- Identification of deals that should not be advancing
- Analysis of inconsistency across decision-making
- Clear view of where time and attention are being lost
- Initial structure for enforcing a consistent screening standard
- Prioritized areas for immediate improvement

Format

- Review of submitted materials
- Targeted discussion
- Structured written assessment
- 1:1 review session

Positioning

The assessment is designed to diagnose decision quality—not to provide ongoing advisory in isolation. It establishes whether a deeper engagement is warranted.

Who This Is For

Designed for teams managing continuous deal flow where:
- Too many opportunities are reaching diligence
- Screening decisions are inconsistent across deals
- Senior time is being consumed by low-quality opportunities
- High-conviction deals risk being delayed or missed