Private Equity & Growth

Most healthcare deals don't blow up on valuation. They blow up on commercial assumptions nobody tested during diligence. I've sat on both sides of this table: the operator defending the forecast, and the advisor stress-testing it. The financial diligence is almost always excellent. The commercial diligence is where the expensive surprises hide. Here are the seven I look for first. 1. Founder-led revenue The top three customer relationships all run through the founder or CEO.

Series B due diligence in healthcare is not about whether your product works. It is about whether your commercial engine can repeat itself without the founder closing every deal. Here is the playbook investors expect to see.

Most healthcare companies do not have a growth problem. They have an operating model problem. The market opportunity may be real, but revenue slows when sales, operations, pricing, and leadership stop working as one system.

The acquisition closed. Now the commercial clock is running. How post-acquisition healthcare companies reset sales, pricing, and pipeline in the first ninety days.

PE investors are not asking whether you have good salespeople. They are asking whether your revenue system produces a predictable outcome at a known cost. What they look for.