Commercial due diligence that stays live.
Magnus delivers recommendation-led commercial due diligence that moves beyond the static report, giving investment teams a clear view on every target, prioritised day-one actions, and live intelligence through PULSE.
For investment and value creation teams
Invest with a clearer view of the growth opportunity from day one.
Magnus gives investment teams an evidence-based view of the target's commercial attractiveness, scalability and growth headroom.
We test the market opportunity, right to win, pricing, product, customer strength and ability to convert opportunity into growth, then translate the findings into a practical value creation agenda from day one, ready to activate if the investment proceeds.
One diligence. Two decisions.
For the investment team
A clear view of the commercial opportunity, material risks and evidence supporting the investment thesis.
For the value creation team
A prioritised, recommendation-led view of where growth can be accelerated post acquisition from day one, what needs strengthening and which commercial levers or capabilities should be addressed first.
Test the commercial assumptions behind the investment thesis
We focus the diligence on the questions most likely to change the investment view and shape the value creation agenda, combining outside in market evidence with customer, management and commercial data across key areas including:
Market opportunity
Size the market, define the genuinely serviceable opportunity and understand how much becomes realistically contestable over time.
Competitive position
Understand who the business really competes with, including direct, adjacent and structural alternatives, and assess where its position is genuinely differentiated.
Pricing and monetisation
Assess pricing structure, customer value, contractual protection and where credible pricing headroom exists.
Product and right to win
Test whether the product can win today, where its differentiation is strongest and which gaps could constrain growth or weaken the investment thesis.
Customer and buyer strength
Understand retention, satisfaction, switching behaviour, buyer priorities and the potential to deepen and expand existing customer relationships.
Growth and commercial scalability
Assess how growth happens today, what constrains it and which commercial levers could make acquisition, expansion and execution more repeatable.
Extend the diligence with PULSE
From commercial due diligence to live commercial intelligence.
PULSE is the live, always-on version of your commercial due diligence. Once the initial CDD is complete, we keep the findings and evidence in an interactive dashboard, updated as conditions change, for investment and value creation teams.
Where useful, teams can interrogate the report, compare opportunities across the portfolio, revisit the evidence and monitor relevant market and competitor signals beyond the diligence itself.
Commercial due diligence in action
Software investor: testing the commercial foundations behind a specialist software acquisition
Magnus assessed the market opportunity, competitive position, pricing model, product right to win, customer strength and growth potential of an acquisition target.
The work gave the investment team a clear commercial verdict and translated the findings into prioritised quick wins from day one, a focused 100-day agenda, capabilities to build and strengths to protect post-acquisition.
See our commercial due diligence work →A clear commercial verdict, and a value creation agenda ready on day one.
The outcome
Our evidence base
Evidence from inside and outside the business
We triangulate market evidence with customer, management and commercial data to build a grounded view of the target and its growth potential. AI-enabled analysis helps us work faster across complex evidence sets while preserving senior judgement, rigour and traceability from data to decision. This can include:
- Pipeline, pricing, budgets and contract analysis
- Management and functional interviews
- Direct customer and buyer interviews
- Bottom up market and named account sizing
- Competitor and product benchmarking
- Customer retention and expansion analysis
- GTM and commercial capability assessment
From Investment Insight to Value Creation.
Once you've assessed commercial potential, the focus shifts to execution, embedding insight into the business, activating growth, and maintaining visibility as markets evolve.
Embed & Activate
Translate diligence findings into a clear, actionable plan: aligning leadership, embedding a structured approach to value creation, and focusing effort on the customers and accounts with the greatest commercial potential.
Keep Intelligence Live
Move beyond static insight with an always-on intelligence layer, continuously tracking performance, refining priorities, and adapting as conditions change.
