ToldorSold?

The SaaS Commercial Red Flag Score

Twelve questions you can answer from the seller's information pack and one management call, before you spend anything on diligence. Score each one, add them up, and you have a defensible read on whether the commercial case is worth paying to test.

This is deliberately the same framework we use in a paid Commercial Thesis Review. The difference is not the questions. It is that we go and find the answers management could not give you, and we tell you which of the gaps actually matter for this specific business.

How to score it

Score each question 0, 1 or 2, then add them up. Twenty-four points are available.

A high score does not mean the deal is good. It means the seller knows their own business, which is a different and much rarer thing.

Answer below and the score adds itself up. Nothing is sent anywhere, nothing is stored, and there is no email step. If you would rather work on paper, every question and every band is on this page already.

Revenue quality

1Can they state net revenue retention, not just logo retention, for each of the last two years?
2What share of recurring revenue sits in the top five accounts, and how has that moved?
3What percentage of last year's renewals closed with no discount?

The commercial engine

4Has anyone other than the founder closed a deal above average contract value in the last twelve months?
5What is the win rate by segment, and does anyone track it by segment at all?
6How long is the sales cycle, and has it moved in two years?
7What share of the current pipeline has a named next step and a date attached?

Market and competition

8Can management name the last five deals they lost, and who took them?
9When did pricing last change, and what happened to volume when it did?
10Which competitor appears most often in live deals, and how often do they win?

Team and dependency

11How many reps are above quota, and how many have been there longer than eighteen months?
12If the founder stopped selling on Monday, what happens to next quarter's number?

What your score means

19 to 24

A well-run commercial organization that measures itself. Diligence should focus on whether the plan is achievable, not whether the numbers are real.

The risk here is the forecast, not the history. A Commercial Assessment sized to the plan rather than to the numbers is the right scope.

Commercial Assessment, 4 to 8 weeks, EUR 55,000 to 85,000

13 to 18

Normal for this size. The gaps are the diligence scope. Worth testing before exclusivity rather than during it.

The questions you could not score are the brief. If you are already in exclusivity, that is a Commercial Assessment. If you are not, a Commercial Thesis Review first is the cheaper order to do it in.

Commercial Assessment, 4 to 8 weeks, EUR 55,000 to 85,000

7 to 12

Management does not have a clear picture of its own commercial performance. The price should reflect the uncertainty, and the hundred-day plan starts on day one.

Price the uncertainty rather than assuming it away. A Commercial Thesis Review establishes what is actually true before you commit to an exclusivity period.

Commercial Thesis Review, 2 to 4 weeks, from EUR 25,000

Below 7

You are buying a story. That can still be a good deal, but only if you know it and price it that way.

Nothing here is disqualifying, but almost nothing is evidenced either. A Commercial Thesis Review needs no seller cooperation, so it runs before you have spent anything that matters.

Commercial Thesis Review, 2 to 4 weeks, from EUR 25,000

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