We believe many existing due diligence approaches are insufficient. Analyzing targets in today's environment - where time to disruption is shorter than ever - requires a holistic approach: combining Commercial Due Diligence with Digital and IT Due Diligence.
That is the Valearis approach.
Online Marketing Effectiveness
Customer Retention & CRM
Scalability & Maintainability
Dev Roadmap & Budget
At Valearis, we help both financial as well as strategic investors in the assessment of potential investments. Our sweet spot are small-to mid-cap size funds and strategic investors investing in targets with enterprise valuations ranging from €50-€500m. We accompany our clients from pre-deal outside-in evaluations and sector research to buy-side or sell-side commercial and digital due diligences. For digital sales- and marketing deep-dives as well as value creation, we partner with our sister firm eccelerate.
Our due diligence approaches can span from short, intense red-flag engagements to deep and extensive due diligences that expand the CDD into IT, tech, digital due diligence.
We help clients analyze sectors and identify relevant targets as well as perform preliminary outside-in evaluations.
Our core service - comprehensive commercial due diligence, analyzing small- & mid-cap targets in our areas of expertise.
Analysis of operational performance of targets with digital business models, gaining insights along the entire sales-marketing funnel.
IT due diligence is concerned with the operations and development aspects of a target company's IT. The depth of an IT DD can go from a basic high-level overview to a detailed IT audit.
We help you develop 100-day growth plans as well as identify potential add-ons as part of your roll-up strategy.
We help pave the way for an exit as well as prepare relevant VCDD documents, to enable a smooth sale to the next investor.
We begin commercial due diligence processes from a point of humility. We develop hypotheses, which we try to validate or refute, being particularly mindful of the impact of digitization.
Modern due diligence processes need to take into account the impact of digital technologies - both as a threat (red-flag) as well as an opportunity.
CDD teams need to identify the key questions that, when answered, allow a judgment as to whether a target is worth investing in - and standard approaches often do not deliver these answers. Instead of spending time on finding these relevant questions, CDD providers tend obfuscate a relevant opinion by deliver sheer mass of output.
We seek to truly understand the key drivers of the industry our targets operate in. We do this through intense preparation, through the addition of industry experts to our teams, and leveraging our extensive and complementary expertise.
We think both as advisers and as entrepreneurs. We constantly ask "What would we do, if it was our company?".
Design thinking approaches guide us, when determining potential disruptive forces that could affect targets. E.g. we use "destroy your business" exercises to understand scenarios in which the target business model could become obsolete, particularly given the potential impact of digitization. We also spend time to identify start-ups that could either be potential disruptive competitors or become attractive add-ons to the target.
We are specialized on all aspects of retail: From FMCG to brick-and-mortar retail to all aspects of digital business models. Our expertise goes beyond, however: We are your best partner in analyzing targets in the entire digital eco-system: from ad-tech providers, agencies, software providers (SaaS, ERP) to logistics companies.
If your target is active in any of these sectors, Valearis is your preferred partner for the due diligence.
We are humbled that many major German and international Private Equity firms as well as strategic investors have enlisted us as advisors.