CASE STUDY · V8 PLATFORM

DD Pack in 10 Days

Standardized due diligence output with evidence-linked workpapers, assumptions tracking, and reviewer-ready packaging — delivered fast without sacrificing rigor.

Industry: Private Capital Team: 6 analysts + 2 reviewers Output: Investment Committee pack

The problem

DD work was spread across docs, sheets, and emails. Review cycles were slow because evidence was not traceable, assumptions were not consistently logged, and outputs varied across analysts.

Cycle time

↓ 35%

Fewer rework loops during review.

Consistency

↑ 2x

Same structure across all sections.

Traceability

↑

Evidence linked per claim.

Approach

Define pack standard: One outline for IC-ready narrative, KPIs, risks, and assumptions.
Evidence capture: Every claim ties to source excerpts + file references.
Review workflow: Analyst → reviewer → lead with explicit checkpoints.
Single operating rhythm: daily “red flags / open questions” log.

Key constraints

Time: 10 days end-to-end.
Multiple workstreams: market, financials, risks, ops.
Reviewer confidence: traceable evidence required.

Solution (V8)

Templates: IC narrative + section checklists + appendix structure.
Evidence log: sources + excerpt + “used in” mapping.
Assumptions register: owner, confidence, impact, validation steps.
Review notes: standardized feedback tags + resolution tracking.

Results

The team delivered a consistent DD pack with evidence traceability, faster review loops, and a clean handover to leadership. Reviewers spent less time “hunting sources” and more time applying judgment.

What to copy

One pack outline (don’t let each analyst invent their own).
Evidence-first writing: claim → proof → implication.
Assumptions are a deliverable (not a side note).