Sell-SideAugust 18, 20266 min read
Why Buyers Chip Price in Week Three
Most valuation erosion in software deals does not start with the numbers. It starts with an unanswered technical question that hardens into a discount.
Read analysisInsights
Analysis from inside live diligence engagements.
Short, specific notes on what actually moves price in software transactions, written by the practitioners doing the work.
Codebase & IPJuly 29, 20265 min read
Scoping Open-Source License Risk Inside a Ten-Day Window
License exposure is the fastest finding to surface and the slowest to remediate. Here is how we triage it under deal pressure.
Read analysisTeam & OperationsJuly 8, 20264 min read
Key-Person Dependency Is a Valuation Input, Not a Culture Note
When one engineer is the only path to production, the buyer is not acquiring a system. They are acquiring an employment risk.
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