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Confidential pre-close & portfolio diligence

VC/PE Due Diligence

Objective leadership and operating diligence for venture capital and private equity firms. We test whether the team and operating discipline can scale the thesis before capital commits.

From pre-close questions to portfolio execution, KEEN SIX connects evidence about people, operating systems, technology, and commercial readiness to the decision in front of you. Scope is agreed confidentially; the investor makes the investment decision.

How it works

The diligence path

  1. 01

    Define the investment question

    Agree what the capital decision depends on.

  2. 02

    Review the operating evidence

    Examine leadership, delivery and commercial reality.

  3. 03

    Identify risks and conditions for scale

    Separate what is proven from what is assumed.

  4. 04

    Receive clear priorities across the first 90 days

    Know where to focus once capital is committed.

What we review

  • Leadership team capability, execution range, and succession readiness
  • Operating discipline, organizational cadence, and accountability
  • Product delivery, manufacturing, supply chain, and scale feasibility
  • Commercial readiness, pipeline reality, and customer retention
  • AI governance, workflow integration, and technology maturity
  • Key downside risks, post-close priorities, and 30-60-90 day milestones

When this is useful

When an investor needs independent clarity on leadership capacity, delivery feasibility, or the operating conditions behind a growth plan—before or after an investment.

Discuss a diligence need

The investment path

Define the question → Review evidence → Identify conditions → Set 30-60-90 day priorities

A confidential, project-based engagement separate from the one-hour expert consultation. Diligence materials are shared only inside the secure client portal after authorization.

The consultation is a prepaid, 60-minute session scheduled in Pacific Time. Project scope is confirmed separately before work begins.

When firms engage KEEN SIX

Pre-close diligence

Validate leadership capacity and operating feasibility before the term sheet.

30-60-90 Day Measured Operating Plan

Clear leadership and operating priorities immediately after investment.

Portfolio realignment

Independent review when growth slips or executive friction stalls scale.