Key Deliverables

Ten assets that move numbers upstream of diligence. Built to shift anchors from ARR to inevitability & synergy—especially for AI and AI-enabled companies.

Valuation Defense Memo

Anchor Shift

A customized brief that reframes your current financials into a strategic narrative buyers can’t discount—anchoring them to regret, not ARR.

Outcome: Higher opening anchor Format: PDF Use: Pre-TS
What’s inside
  • Inevitability thesis + roadmap fit
  • Synergy math & cost-of-delay logic
  • Risk inversion (why waiting is riskier)
🗺️

Strategic Buyer Map

Buyer Targeting

Who should buy you, why, and what narrative moves them. A precise path to the right rooms.

Outcome: Precision targetingFormat: Brief + listUse: Pre-outreach
What’s inside
  • Priority tiers + rationale
  • Trigger events & timing windows
  • Committee logic to clear approvals
📈

Offer Framing Deck

Anchor Shift

A five-slide M&A deck for Heads of Corp Dev that makes acquisition feel inevitable—not just interesting.

Outcome: “Why now” urgencyFormat: SlidesUse: TS window
What’s inside
  • Inevitability narrative
  • Unit-level synergy math
  • Risk of non-action
🎯

Narrative Scorecard

Founder Enablement

A diagnostic across urgency, buyer-fit, and roadmap alignment to locate where leverage leaks.

Outcome: Fix what’s costing youFormat: WorksheetUse: Day 1
What’s inside
  • Scored criteria + gaps
  • Prioritized fixes
  • 90-day narrative plan
🧪

Acquisition Readiness Audit

Diligence Control

A red-team exercise that finds risks buyers will use to cut price—and patches them now.

Outcome: No mid-process haircutFormat: Findings + fixesUse: Pre-process
What’s inside
  • Risk inventory (product, data, finance)
  • Pre-positioned mitigations
  • Diligence choreography
🤝

Term Sheet Coaching

Founder Enablement

Pre-TS alignment and post-TS psychology: push without spooking, escalate without burning bridges.

Outcome: Cleaner path to closeFormat: Live + notesUse: TS window
What’s inside
  • Counter-anchor language
  • Trade-space strategy
  • Escalation scripts
🧭

Buyer Psychology Advisory

Buyer Psychology

Decode signals, politics, and internal language. Place proof where committees actually decide.

Outcome: Committee-ready logicFormat: AdvisoryUse: Throughout
What’s inside
  • Stakeholder map
  • Objection pre-wires
  • Email-survivable sound bites
🎤

Narrative Training (Founder)

Founder Enablement

Short, intensive sessions that make you sharp, fluent, and consistent under pressure.

Outcome: Founder as force multiplierFormat: WorkshopUse: Any stage
What’s inside
  • Story spine + pocket lines
  • Objection drills
  • Committee-safe phrasing
📦

Diligence Positioning

Diligence Control

Pre-position data points and story arcs so diligence confirms your price instead of destabilizing it.

Outcome: Diligence alignedFormat: Plan + artifactsUse: Pre-DD
What’s inside
  • Evidence sequencing
  • Data room narrative cues
  • QA answer bank
🎯

Buyer-Specific Reframes

Buyer Targeting

Adapt the whole positioning to one acquirer’s roadmap, incentives, and internal politics.

Outcome: One-shot resonanceFormat: CustomUse: Targeted
What’s inside
  • Roadmap fit narrative
  • Committee-ready memo
  • Counter-objection pack

Not sure where to start? We’ll run the Scorecard in a quick session and map your fastest path to a stronger anchor.

Talk to Sounion