For seed and Series A investors

Customer diligence from an operator.

I help funds see how healthy a company's revenue really is, then support portfolio companies as they build the systems that keep it.

Two ways to work together

Before you close2–4 weeks · fixed fee · under NDA

Customer diligence

An operator's read of the customer base, written for the investment committee.

  • Gross and net retention by segment and cohort
  • Revenue concentration in the top accounts
  • Renewal and expansion outlook for the next 12 months
  • Customer success maturity stage, gaps, and who owns what
  • A ranked 90-day plan the company can act on after close
After you investOngoing · monthly retainer

Portfolio support

Retention support across the portfolio, without each company hiring a VP first.

  • Office hours for founders and CS leads
  • AI operating systems for portfolio companies at a fund rate
  • A quarterly retention benchmark across the portfolio
  • Fractional customer leadership when a company needs it

The questions a data room won't answer

Lagging indicators like NRR, GRR, and NPS show what already happened. I go deeper into the leading indicators that show where retention is headed: onboarding progress, time to first value, usage, support trends, and how engaged the customer's key stakeholders are.

  1. 01How long does it take a new customer to reach first value?
  2. 02Is usage growing across accounts, or concentrated in a few?
  3. 03What are support tickets saying about the product and the customer experience?
  4. 04How engaged are key stakeholders at the largest accounts?
  5. 05Is there a repeatable renewal playbook, and who owns it?

How a diligence engagement runs

  1. 1

    Intro call

    The deal team shares the thesis and where they'd like a deeper look.

  2. 2

    NDA and data

    Access to billing, CRM, support, call notes, and other relevant data, plus time with the CS lead.

  3. 3

    Analysis

    Retention, revenue concentration, and the leading indicators: onboarding, usage, support trends, and stakeholder engagement.

  4. 4

    Readout

    A written report and a working session with the partners.

  5. 5

    Optional: portfolio support

    Hands-on support to put the 90-day plan into action after close.

Let's discuss your deal.

Send a note with the timeline and as much information as you can share. I'll tell you within a day whether I can help.

Book an intro call