Valuation Defense Memo
Customized brief that reframes financials into a strategic story buyers can’t ignore—anchoring them to regret, not ARR.
Outcome: Higher opening anchorWhat We Do
Our deliverables are built to reframe how strategic buyers see you—especially in AI, where the market model lags the reality. Narrative first, numbers tight, outcomes measured.
Customized brief that reframes financials into a strategic story buyers can’t ignore—anchoring them to regret, not ARR.
Outcome: Higher opening anchorWho should buy you, why, and what narrative moves them. A clear path to the right doors.
Outcome: Precision targetingM&A-first deck for Heads of Corp Dev—emotion plus unit-level logic that makes acquisition feel inevitable.
Outcome: “Why now” urgencyDiagnostic across urgency, buyer-fit, roadmap alignment. Know exactly where leverage is leaking.
Outcome: Fix what’s costing youWhat will kill your number before diligence? We surface and patch those risks now.
Outcome: No mid-process haircutPre-TS alignment and post-TS psychology. Push without spooking; escalate without burning bridges.
Outcome: Cleaner path to closeDecode signals, politics, and language. Place proof where committees actually decide.
Outcome: Committee-ready logicShort, intensive sessions to make you sharp, fluent, and consistent under pressure.
Outcome: Founder as force multiplierSeed the right story arcs and data points so diligence confirms—not destabilizes—your price.
Outcome: Diligence aligned to narrativeAdapt the whole positioning to one acquirer’s roadmap and incentives.
Outcome: One-shot resonanceScorecard + Red Team. We find the leaks in leverage and patch them.
Memo + Deck + Buyer Map. We shift the anchor from ARR to inevitability & synergy.
Seed proof in the right rooms at the right time. Diligence corroborates your number.
2–3 week sprint: Scorecard, Defense Memo, Buyer Map, TS coaching (light). Built for active conversations.
Best for: inbound interest now4–6 weeks: Full suite including Offer Framing Deck + Diligence Positioning. Sets the stage pre-process.
Best for: process in < 6 monthsCustom reframe for one acquirer: roadmap fit, internal politics, committee logic. Precision approach.
Best for: one target in mindPricing available on request. We occasionally structure success-based components.
No. We’re the narrative strike team that primes the deal. We partner well with bankers or your counsel when you run a process.
We measure success by anchor shifts, reduced price erosion in diligence, and faster buyer alignment. We’ll define these up front.
Yes, but our edge is strongest where the model lags the reality—AI and AI-enabled businesses.
Selectively. We can prep you, ghostwrite follow-ups, and help manage pre/post term-sheet psychology.
You don’t need more traction to get a better number. You need a narrative buyers can’t discount.