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Commercial Due Diligence for Operational and Industrial Technology Investors

Helping You See The Opportunities and the Risks.

Whether a proprietary deal or a highly competitive bank-run process, funds and fundless sponsors are under intense pressure to bid, negotiate and close on a target fast.

Our Approach to Target Company Commercial Diligence

When conducting commercial due diligence, we evaluate the opportunity from every angle that matters to an investor, and help you fully defend the deal to LPs, investment committees, and other critical stakeholders.

Market Attractiveness

Overall definition and segmentation

Rigorous market sizing and forecasts

Deeply segment as appropriate

Units, revenue and pricing trends

Full characterization of tailwinds and headwinds

Customer Behavior & Validation

Voice-of-customer interviews across sizes and segments

Satisfaction & NPS

Purchasing behavior, process and criteria

Retention and churn dynamics

Switching costs and risks

Target Positioning Analysis

Core value proposition and strength

Defensible moat

Differentiation

Role in industry / ecosystem

Pricing power

CIM revenue forecast and bridge validation

Competitive Dynamics

Competitive landscape and share dynamic

Competitor capabilities analysis

Emerging competitors

Disruption threats

Strategic Implications

Synthesis of all insights for investment decision

Consistency with investment thesis

Risks and opportunities

Reports Engineered for Impact

We deliver high-impact reports that tell a complete, data-driven story about the target and the opportunity and risks it presents. Our deliverables are easy to consume, free of excessively complicated charts and graphs that unnecessarily burden the reader, are focused on what matters to the decision at hand, and are engineered to quickly communicate key findings to investment committees, LPs, and other critical stakeholders.

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Learn more about how content from VDC’s Go-To-Market Services can improve the performance of your marketing initiatives across any combination of online and offline channels.

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Whatever your growth opportunity or challenge, we’re here to help.

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About Mitch

Mitch Solomon

President

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Mitch has spent years supporting senior leaders of operational and industrial technology companies as well as private equity investors that participate in the space.  He is an active member of the Technology and Innovation Council at Graham Partners, a leading industrial technology focused private equity firm, and serves on the advisory boards of OptConnect (a top IoT connectivity provider) and DecisionPoint (a rapidly growing operational technology systems integrator).  Mitch has worked closely with a wide range of industrial technology clients on a diverse array of growth opportunities and challenges including applications of AI, c-suite recruiting, strategic planning, new market identification and entry, product strategy, competitive positioning, revenue retention, value proposition identification and messaging, sales strategy and execution, and board presentations. Mitch holds a BA from Northwestern University and an MBA from The Tuck School of Business at Dartmouth College.