Service

Due diligence from a revenue operator

Operator-led GTM due diligence that validates pipeline integrity, forecasting reliability, customer health, and AI-readiness—so you can price risk and plan remediation before close.

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The Problem

Financial diligence tells you what happened. Revenue diligence tells you what breaks next.

The model looks good until you open the CRM.

Is pipeline real or padded?
Are forecasts repeatable or optimistic?
Are renewals stable, or quietly at risk?
How AI-ready is this company's revenue engine?
How much will it cost to operationalize revenue post-close?

Without operational visibility, you're underwriting revenue on assumptions.

The Solution

Due diligence from a revenue operator, not an accountant

Clearpath Revenue assesses the operational reality behind the revenue story: how deals actually move, how accurate forecasts really are, which customers are at risk, and what it will cost to scale.

You get a clear view of:

  • What's true
  • What's fragile
  • What it costs to fix
Scope

Scope areas

1

Pipeline Integrity

  • Composition, quality, and stage hygiene
  • Deal aging, slippage, velocity
  • Concentration risk (rep, segment, customer)
  • Conversion rates and bottlenecks
2

Forecast Reliability

  • Methodology and inspection process
  • Historical accuracy analysis
  • Assumptions validation
  • Near-term stress test
3

Customer Health

  • Retention, churn drivers, NRR reality
  • Concentration and renewal risk
  • Health scoring maturity (or gaps)
4

GTM Infrastructure

  • CRM integrity and reporting reliability
  • Tech stack fit and operational debt
  • Process documentation and scalability
  • Team structure and capacity risks
5

AI-Readiness Assessment

  • Current AI/automation deployment and effectiveness
  • Data architecture readiness for AI-native systems
  • Gap analysis: what it would take to make this a compounding revenue engine
  • Estimated investment required for AI transformation
6

Operational Risk + Remediation Cost

  • Red flags, likelihood, and severity
  • Estimated remediation costs
  • 100-day post-close roadmap and priority sequence
  • Key hires, tools, and process changes
7

Competitive & Market Position

  • Win/loss trends and competitive displacement
  • Market positioning clarity
  • Differentiation sustainability
  • Pricing power and margin protection
Deliverables

What you receive

  • Investment committee-ready executive summary
  • 10–15 page diligence report (GTM + revenue operations + AI-readiness)
  • 100-day post-close roadmap
  • Findings presentation for your deal team
Timeline

Built for deal timelines

Standard

7–10

business days

Expedited

5

business days (when feasible)

Pricing

Investment

Engagements typically range from

$7,500–$15,000

scoped to target size and complexity.

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For portfolio companies needing ongoing support post-close, see our AI-Native Revenue Architecture offering.

Underwrite revenue with confidence.

Share your deal timeline and target profile. We'll return a scoped proposal quickly.

Request a Proposal