Digital Advisory

1.

Digital Revenue Quality Diligence

Not every dollar of digital revenue means the same thing to a buyer.

We assess what is actually driving digital and e-commerce revenue: organic demand against paid acquisition, concentration in a single channel or platform, subscription and retention economics, and whether the growth reported to date survives a change of ownership. This is the work a buyer's diligence team performs after a letter of intent. We do it before one is signed, typically inside two to three weeks, so the number defended in the data room is a number that has already been tested.

Designed For

Founders preparing for a raise, a sale, or an acquisition where digital revenue is a material part of the story being told to capital.

2.

Marketing Spend & Channel Efficiency Review

Growth and spend are not the same measurement.

We evaluate customer acquisition cost, lifetime value, payback period, and channel mix against what the business can sustain once outside capital, or a founder's personal attention, is no longer subsidizing it. Where spend has drifted ahead of discipline, we identify it in terms a CFO or an acquirer will recognize, not departmental metrics that do not travel outside the department.

Designed For

Businesses where marketing spend has scaled alongside growth but the underlying unit economics have never been tested independently.

Marketing Spend & Channel Efficiency Review

3.

Digital Operating Model Assessment

Most digital functions are built for the founder who built them, not for whoever comes next.

We review how the marketing and digital function is structured: what sits in-house, what is outsourced, where the institutional knowledge actually lives, and whether the function can operate and scale without the one person currently holding it together. The output is a clear diagnostic, with an optional engagement to close the gaps it finds, of what transfers cleanly in a transition and what does not.

Designed For

Founder-led businesses approaching a leadership transition, an acquisition, or the first hire of a dedicated marketing leader.

4.

Technology Stack & Martech Rationalization

A tangled technology stack is a diligence finding waiting to happen.

We inventory the platforms, tools, and integrations behind the digital business, CRM, e-commerce, analytics, advertising technology, and identify redundancy, integration risk, and the real cost of untangling it after a transaction rather than before one. Buyers price this risk in whether or not it has been resolved. We would rather it be resolved.

Designed For

Businesses with a marketing and technology stack that has accumulated for several years without a rationalization pass.