Family offices and holdcos
For family offices and holdcos acquiring B2B SaaS to hold for a decade rather than to exit in five years, we assess commercial durability: whether the engine keeps compounding without heroics, where its real ceiling is, and which risks matter on a ten year view.
The problem you have
You hold for a decade, not for five years, so a commercial engine that runs out of road in year three is a worse outcome for you than for anyone else at the table. Software is also not the category you know best, and the usual checks that work on an industrial business do not exist here: no analyst covers a company this size, the competitive set is fuzzy, and market sizing is top-down and unfalsifiable.
What this is worth to you
A read on durability rather than on the exit: whether this keeps compounding without heroics, what the ceiling actually is, and which of the risks matter over ten years rather than over three. Then, if you want it, someone at board level who knows what was promised in diligence and can say whether it is happening.
Where it fits in your process
Commercial Assessment
Runs with seller cooperation. Primary interviews and live sales call observation are what separate this from a Commercial Thesis Review.
A Commercial Assessment is full buy-side commercial diligence on a B2B SaaS target, run with the seller's cooperation. It answers whether the growth potential is real, whether the commercial engine works without the founder, what the market says when nobody is preparing the answer, and how the company should be selling instead. It runs in four to eight weeks and ends in a verdict, an evidence appendix and the price implications of both.
4 to 8 weeks. EUR 55,000 to 85,000.
Board seat and advisory
A standing seat rather than a project. Continuity is the deliverable.
Board seat and advisory is a continuing non-executive engagement with an acquired B2B SaaS company, running twelve months or longer. It covers quarterly board attendance and a monthly call with the CEO, and exists to keep a commercial strategy on course after the engagement that produced it has ended. The people who wrote the plan stay in the room while it is executed.
12 months minimum. from EUR 7,500 per month.
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