Confirmatory marketing due diligence
Investor grade digital marketing diligence with full access to accounts and data.
We quantify CAC and payback physics, measurement risk, scalability, and EBITDA impact to support valuation and IC materials.
Key Outcomes
- Clear, quantified view of CAC and payback
- Full picture of channel dependency and resilience
- Measurement and compliance risk review
- EBITDA waterfall for investor decision making
What We Do
- Account forensics across Google, Meta, TikTok, LinkedIn, ASA, retail media, and other marketing channels
- Attribution and measurement review including GA4, server side tagging, and Consent Mode v2
- Unit economics by cohort and channel with CAC, payback, and margin analysis
- Organisation, vendor, and process assessment
Outputs
- Twenty to twenty five page investor grade report
- Board ready summary and any data room exhibits
- Quantified EBITDA waterfall and timeline to value
Replaces guesswork with quantified CAC and payback physics
Flags measurement and consent risks before they become valuation issues
Identifies EBITDA levers in acquisition, funnel, and spend allocation
Gives investment teams a clear, independent perspective
Full written report plus summary deck and call
Everything you need to know
Do you work directly with management?
Yes. We coordinate directly with management to access accounts, clarify data structures, and understand how marketing is currently run. We keep the process efficient, structured, and minimally disruptive. All requests are prioritised, bundled, and communicated clearly so the team can continue operating without friction.
How much time does management need to commit?
Usually one short kick off call and occasional clarifications through the process. Most of the work is done independently once access is granted. We also adapt to the team's availability and provide pre-written, easy-to-approve access instructions to make things simple.
Do you run channel performance simulations?
Yes, where data quality allows. We analyse account structures, cost curves, audience saturation, and historic performance to model realistic scenarios. This includes sensitivity testing, spend elasticity, and identifying where growth is likely versus where returns diminish quickly.
Can you identify whether growth is sustainable?
Yes. We assess how dependent growth is on specific platforms or audiences, how performance changes with additional spend, and whether the acquisition mix is resilient. We also evaluate creative velocity, funnel efficiency, and measurement quality to see whether results are repeatable at scale.
How do you evaluate tracking and measurement quality?
We run a full review of GA4 setup, tagging architecture, consent configuration, attribution logic, and any gaps or inconsistencies. This helps determine how reliable the reported numbers are and whether any blind spots could impact decision making.
Do you benchmark against similar companies?
Yes. We compare the target's channel mix, CAC and payback patterns, creative performance, search visibility, and spend allocation to category norms. This helps contextualise whether performance is strong, average, or at risk.
How is the final report structured?
You receive: A full investor grade report covering channels, performance, risks, and scalability; a summary deck suitable for IC materials; clear recommendations and areas that require further management discussion. Everything is structured to support decision-making and transparency.
Is the work defensible in IC discussions?
Yes. Findings are clearly sourced, data backed, and operator-led. The summary deck is written specifically for IC consumption, with concise insight statements and clear evidence behind each conclusion.
Make confirmatory diligence a competitive edge
Get quantified insights that support confident investment decisions.
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