Investment Diligence

The experience and qualifications of Topline’s tech diligence team are extraordinary. In addition to doing a great job helping us with investment decisions, the feedback from our portfolio companies has been fantastic. It’s the one area of diligence where we hear routinely that they get as much value from it as we do.” – Don Lombard, Polaris Partners – Partner 

Once the term sheet is accepted, the diligence window shuts fast. Within 3 weeks, and less than that in some cases, investors need proof that the company will achieve its revenue targets.

To help investors accomplish this goal, Topline Strategy provides both Market and Technology Diligence services. Topline Strategy’s diligence services:

  • Provide the answers about the company’s market size, market dynamics, competitive landscape and solutions that investors need to move ahead with confidence
  • Leverage highly effective methodologies honed over hundreds of engagements
  • Can be scaled up or down to support investments ranging from $20 million or $200 million

Individually, each service addresses the key questions within its domain. However, combining the services adds an extra level of insight where we bring the findings from the market diligence to the evaluation of the technology and vice versa.


Topline Strategy

Topline Strategy is a boutique consulting firm that specializes in growth strategy for Business to Business Technology and Innovative Healthcare businesses and their investors. Our clients range from core IT infrastructure companies to technology-enabled business services. Since 2001, we have completed hundreds of engagements for companies ranging from start ups to Fortune 500 companies. Our work has enabled our clients to generate hundreds of millions to billions in new revenue and market capitalization.

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