Institutional Due Diligence
White glove, fully managed due diligence for acquirers buying $2M to $10M+ eCommerce brands, SaaS businesses, and media portfolios. 36 month financial modelling, CVA signed valuation, cohort analysis, deal structuring, and two direct strategy sessions with Jaryd. You must apply to be considered.
- ✓ 36 month financial model
- ✓ CVA signed valuation report
- ✓ Cohort analysis and LTV modelling
- ✓ Full IP and legal structure review
- ✓ Deal structuring and earnout advice
- ✓ Access to trusted lawyers and lenders
- ✓ 2 x 60 min strategy sessions with Jaryd
This Is Not a Checklist. This Is a War Room.
At seven figures and above you need more than financial verification. You need a team that understands business architecture, cohort economics, and how an online business's value actually holds or falls apart under pressure.
CVA Certified Valuation
Justin's Certified Valuation Analyst designation means your valuation report carries the weight of a Big 4 quality sign off at a fraction of the cost. Accepted by SBA lenders, institutional financiers, and sophisticated buyers.
36 Month Financial Modelling
Not just historical analysis. We build a full financial model that projects normalised earnings under different scenarios so you understand the business economics at a level the seller themselves may not have reached.
Cohort and Retention Analysis
For SaaS and subscription businesses, cohort economics are everything. We build cohort tables, model LTV, analyse churn by acquisition channel, and build an MRR bridge that tells the real story.
IP and Legal Structure Review
We surface structural risks before you inherit them. Trademark ownership, licensing agreements, IP assignment, contractor classification, and change of control provisions in material contracts.
Deal Structuring and Earnout Advice
We do not just verify the business, we tell you how to structure the deal. Earnout design, escrow recommendations, seller transition clauses, and reps and warranties considerations.
2 x 60 Min Sessions with Jaryd EXCLUSIVE
Nobody else offers this. Two full hours with Jaryd across the diligence process. First to align on approach, second to review findings and finalise deal strategy. Genuinely insane value.
Every Workstream. Every Deliverable.
Here is exactly what your Institutional DD engagement covers. No surprises and no out of scope charges for standard deliverables.
| Workstream | What We Do | Deliverable |
|---|---|---|
| Financial Reconstruction | 36 month P&L rebuild from source data. Bank reconciliation, revenue categorisation, COGS verification, owner compensation normalisation. | Reconciled P&L model |
| Quality of Earnings | Independent QoE analysis. Non recurring items, revenue quality, add back validation, EBITDA normalisation. | QoE report, lender ready |
| Cohort and LTV Modelling | Customer cohort tables, churn by segment, LTV CAC ratios, MRR bridge, net revenue retention analysis. | Cohort model and MRR bridge |
| CVA Signed Valuation | Certified valuation based on verified earnings, risk adjusted multiples, comparable transaction data, and DCF analysis. | Signed CVA valuation report |
| Traffic and SEO Audit | Full 36 month organic analysis, penalty history, Core Update exposure, link profile audit, content quality and technical SEO review. | SEO risk report |
| Operations and Tech Audit | Full tech stack documentation, SOP review, key person dependency mapping, supplier analysis, platform compliance review. | Ops risk map and transition plan |
| Customer Concentration | Revenue concentration by customer, channel, and partner. Contractual review of top relationships. Revenue at risk modelling. | Concentration analysis |
| IP and Legal Structure | Trademark and copyright ownership. Contractor classification risk. Change of ownership clause review across all material contracts. | Legal risk summary |
| Deal Structuring | Earnout design, escrow provisions, reps and warranties guidance, seller transition terms, SPA schedule recommendations. | Deal structure memo |
| Negotiation Strategy | Detailed negotiation leverage report mapping every risk finding to price or term adjustments with scripted talking points. | Negotiation leverage report |
This Level of Diligence Is For Serious Buyers Only
If you are investing M or more in a single acquisition, institutional grade verification is not optional.
Family Offices
Deploying capital into online businesses and building a digital asset portfolio. Needs institutional reporting for internal investment committees.
Search Funds
Acquisition entrepreneurs pursuing their first or second platform acquisition. Needs comprehensive DD that satisfies both personal conviction and investor requirements.
SaaS Roll Up Buyers
Experienced operators building a portfolio of complementary SaaS products. Needs deep cohort analysis and integration assessment for each add on acquisition.
eCommerce Portfolio Builders
Acquirers scaling into new DTC brands. Needs verified earnings quality and supply chain risk assessment to protect capital at scale.
Private Investors
High net worth individuals moving capital into online businesses. Needs the depth and rigour to match their investment decision framework.
Apply for Institutional DD
Every Institutional engagement is scoped individually based on deal complexity. We work with a limited number of clients at this level. Submit your application and we will respond within 24 business hours.
🔒 All applications are covered by NDA. We do not share client information or deal details under any circumstances. We respond within 24 business hours.