What's Included
Every engagement is tailored, but here's what you can expect as part of our Private Equity Due Diligence offering.
What to Expect: Private Equity Due Diligence Process
A clear, step-by-step approach to delivering measurable private equity due diligence outcomes.
- 01
Scope the diligence question with the deal team.
- 02
Pull and validate target's marketing, sales, and analytics data.
- 03
Model channel quality, growth ceiling, and integration risk.
- 04
Deliver sponsor-ready findings and post-close 100-day plan.
Why 
for Private Equity Due Diligence?
Strategy-Led Execution
Every private equity due diligence engagement starts with strategy—not tactics. We understand you and your business first, then build custom solutions to fit.
Measurable Outcomes
We define success metrics before we start and report against them transparently. No vanity metrics—only the numbers that move your business.
Integrated Expertise
Our private equity due diligence work doesn't exist in a silo. It's connected to every other discipline at Point Presence, creating multiplier effects.
What does marketing due diligence include for private equity?
Marketing due diligence for private equity validates a target's marketing-attributed revenue and CAC, identifies channel concentration risk, models the realistic growth ceiling, and assesses integration risk across MarTech, brand, and team. It's delivered on accelerated PE timelines with sponsor-ready reporting and typically a post-close 100-day plan.