Forward-Deployed Diligence Services

Diligence done by people who’ve done it before.

Seasoned consultants from Bain, McKinsey, BCG, Accenture, and the Big Four - deployed on your deal, powered by the Sigma platform. AI handles the data. Experts deliver the judgment.

50+

Deals completed

7

Workstreams covered

2x

Faster than traditional

MBB+

Consultant pedigree

Not another advisory firm

Traditional DD advisors read the data room, write a report, and leave. We deploy consultants who work on the same platform your deal team uses - with AI doing the heavy lifting so humans focus on what matters.

AI + Human intelligence

Our consultants work on the Sigma platform. AI handles data ingestion, cross-referencing, and first-pass analysis. Humans apply judgment, context, and deal experience that models can't replicate.

2x faster than traditional

Sigma's agents pre-process the data room, generate findings, and surface contradictions before our consultants start. They focus on interpretation, not extraction.

Structured, not narrative

Every finding is hypothesis-linked, evidence-cited, and severity-rated. No 80-page decks with buried risks. Decision readiness is quantified.

Cross-workstream synthesis

Unlike siloed advisors, our team and platform surface contradictions across commercial, financial, legal, and tech findings. The CFO's story gets checked against the CRM data.

Expert network included

We source and conduct expert calls - former customers, competitors, industry specialists - and feed transcripts directly into the diligence record.

IC-ready deliverables

Every engagement produces a decision-grade memo, risk register, and hypothesis map. Formatted for your IC, not our brand.

Engagement models

Flexible options that fit your deal timeline and internal capacity.

Full-Scope Diligence

4 - 8 weeks

End-to-end diligence execution across all workstreams. Our team leads the process, delivers findings, and presents IC-ready materials.

  • Dedicated deal lead + workstream specialists
  • All 7 workstreams: commercial, technology, financial, legal, people, cyber, ESG
  • AI-augmented research on Sigma platform
  • Expert interviews sourced and conducted
  • IC memo, fact pack, and risk register delivered
  • Live readout with deal team

Workstream Sprint

1 - 3 weeks

Targeted deep dive on one or two workstreams where your team needs specialist firepower. Ideal for deals with tight timelines or specific risk areas.

  • Specialist assigned per workstream
  • Full Sigma platform access with findings, contradictions, and memos
  • Expert network calls included
  • Deliverable: workstream memo + risk matrix
  • Integration with your existing DD process

Expert-on-Demand

Ongoing

Embed a seasoned diligence consultant in your deal team. They work alongside your analysts, review findings, pressure-test hypotheses, and sharpen the IC narrative.

  • Senior consultant embedded in your workflow
  • Review and challenge agent-generated findings
  • IC prep and presentation support
  • On-call for ad-hoc deal questions
  • Flexible hours - scale up during exclusivity

Our consultant network

Every engagement is staffed by practitioners who’ve led diligence at the world’s top firms. They bring domain depth, pattern recognition, and IC fluency.

Bain & Company

Former Manager, PE Practice

Commercial diligence, market sizing, customer analytics

BCG

Former Project Leader

Technology diligence, digital transformation, platform architecture

Accenture Strategy

Former Senior Manager

Operational diligence, integration planning, synergy modeling

McKinsey & Company

Former Associate Partner

Financial diligence, earnings quality, growth attribution

Deloitte M&A

Former Director

Legal & compliance, regulatory risk, contract review

EY-Parthenon

Former Vice President

Commercial strategy, competitive dynamics, pricing analysis

KPMG Deal Advisory

Former Director

Cybersecurity diligence, IT infrastructure, vendor assessment

Oliver Wyman

Former Engagement Manager

People & organization, management assessment, culture diligence

Full workstream coverage

Every workstream has a dedicated specialist. Our consultants and AI agents work the same evidence set - no gaps, no silos.

Commercial

  • Market sizing & TAM
  • Competitive positioning
  • Customer quality & churn
  • Revenue durability
  • GTM efficiency

Technology

  • Architecture review
  • Code quality & tech debt
  • Security posture
  • Product roadmap
  • IP & data assets

Financial

  • Earnings quality (QoE)
  • Working capital
  • Cash flow analysis
  • Growth attribution
  • Debt & covenant review

Legal

  • Contract review
  • Litigation exposure
  • IP ownership
  • Regulatory risk
  • Data privacy (GDPR/CCPA)

People

  • Leadership assessment
  • Org structure
  • Retention & attrition
  • Compensation benchmarking
  • Culture & succession

Cyber

  • Security controls
  • Incident history
  • Compliance (SOC 2, ISO)
  • Vulnerability assessment
  • Cloud & endpoint posture

ESG

  • Environmental compliance
  • Sustainability reporting
  • Supply chain risk
  • Governance structure
  • Climate exposure

How an engagement works

1

Scoping call

30-minute call to understand the deal, timeline, and workstream priorities. We recommend the right engagement model.

2

Team assembly

We assign a deal lead and workstream specialists from our consultant network within 24 hours.

3

Platform setup

Your Sigma workspace is configured with the right template, data room is provisioned, and AI agents are queued.

4

Diligence execution

AI agents process the data room while consultants conduct expert calls, management sessions, and deep-dive analysis.

5

Synthesis & delivery

Cross-workstream findings are synthesized. IC memo, risk register, and hypothesis map are delivered with a live readout.

Have a deal in market?

Tell us about the target, timeline, and what workstreams matter most. We’ll propose a team, scope, and timeline within 24 hours.