ENGAGEMENTS

One Method.

Three moments when it decides everything.

Before you invest
“Can you trust who’s running it?”
Pre-Deal Assessment
While you own it
“What’s changing over time?”
Decision Monitoring
Stay or walk
“Roll over, hold, or cash out?”
Decision Point

Get any of these wrong, and it costs tens of millions.

Built for the people who move serious money — PE funds, LPs, family offices, banks, insurers, and the boards that answer for it.

Two Levels of Depth

We can work from a distance —
or come in person.
The difference is how deep we can get to the truth.

Level 1
Remote Forensic
Level 2
On-Site Forensic
A full read of the person and the setup, from everything already out there
Everything in Remote
Who really pulls the strings — and what they might be hiding from you
The person read up close, where working from a distance isn't enough
Where the official story stops matching what's real
What never shows up in documents or on a call
The blind spots in how decisions really get made here
An independent picture you can't put together from far away
A clear, written verdict you can defend — GO / HOLD / NO-GO
The most certainty you can get before the money goes in
Timeline: up to 14 days
Timeline: 25+ days
Format 01

Pre-Deal Assessment

Before you invest

Due diligence takes months.
The real question — can you trust this person —
you have days to answer.
You decide faster than you can ever check the people.

Normal due diligence checks the numbers, the contracts, the structure. It never answers the one question that matters: can you trust the person who will run your money for the next 7 to 10 years — and does he even see the real state of his own business?

“The numbers get weeks of checking. The person behind them gets a quick reference call and a good first impression. That is usually where the loss starts.”

Format 02

Decision Monitoring

While you own it · ongoing retainer

Most investors find out the fund is in trouble
when the GP calls to talk about a continuation vehicle.
By then, it is already too late.

You check the person once, before you invest. Then your money is locked in for years — and no one keeps watching him. That is when funds actually fall apart: not on the day you go in, but later. The key person leaves. Someone else starts calling the shots. Bad news takes longer to reach you. And none of it shows up in the numbers until the money is already gone.

Decision Monitoring keeps that read going. We keep watching the people and what is happening around them. The moment something shifts — enough to turn a GO into a HOLD, or a HOLD into a NO-GO — you hear it from us right away, not at the next quarterly meeting.

ID SYSTEM™ Decision Monitoring
After we hand over the assessment, we keep watching for anything that could change the verdict.
We track the warning signs continuously
A fresh assessment whenever something important changes
An updated verdict — GO / HOLD / NO-GO
Ongoing updates to your Decision Navigation™
A read on any new event that changes the risk
Support for your investment committee whenever new decisions come up

Three Levels
How closely we watch depends on how much money is on the line — and how many people control the outcome.

Single
One key person — a CEO, a fund manager, or a trusted advisor. We re-check them every quarter and alert you the moment something looks off.
For a single investment, where one person decides what happens to the money.
Leadership
The whole leadership team — CEO, CFO, the key players and how they get along. We check every month, and you get priority access to us.
For a big position, where the risk is spread across several people.
Portfolio
Several portfolio companies at once — one early-warning system covering all of them.
For a fund that wants to track the human risk across everything it holds.
Format 03

Decision Point

Stay or walk · follow-on · continuation vehicle · exit

The hardest call is not whether the numbers add up.
It is whether the person asking for more time, more money, or more trust still sees things clearly.

A continuation vehicle. A follow-on round. An exit that depends on a handover. Every one of them comes down to the same question: stay in, stay in on new terms, or pull your money out. The trap here is a good past record. It can look spotless while the way decisions get made has already fallen apart — and the next time they ask for money can be the point of no return.

ROLLOVER
The person still sees things clearly. The setup holds. Go back in — with your eyes open.
HOLD
There are warning signs to clear up before you put in another dollar. Specific questions, specific people.
CASH-OUT
The setup has broken. Get your money out while you still leave on your own terms.

“A clean track record tells you where the money has been.
It tells you nothing about whether the person asking for more can still see what’s coming.”

Cost

What it costs depends on the size of the deal, how deep we go, and how we work.

Discussed one-on-one, under NDA.

Missing a single warning sign costs more than ten years of this ever would.

Which of the three moments

are you in now?

Each of these moments has a window — and it doesn’t stay open.

Made on
Tilda