Thesis, decomposed. Risks, named. Deal, defended.
A deal team gets a data room, a CIM and three weeks. Crift turns the thesis into a map: the value drivers that carry it, the exposures that threaten it, and the gaps still open, each grounded in the documents and in the field.
Diligence fails quietly: a customer concentration nobody weighted, a change-of-control clause buried in the contract set, a margin story that only works in one region. Crift learns the sector before it reads your deal, then decomposes the thesis into the claims it rests on and tests each one.
A model tells you what the deal returns if the thesis holds. Crift tells you which parts of the thesis hold, and which don't yet.
State the deal the way the partner would: the asset, the angle, the price. Drop in the CIM, the data room and the expert calls.
The thesis splits into what must be true (growth, margin, retention, exit), each tested against the documents and the market.
Tax, antitrust, employment, environmental and contract exposure, each grounded, each owned, none left as a footnote.
The ratified map becomes the closing checklist and the first hundred days: owners, order and dependencies, carried into the portfolio record.
The seller's numbers assume shared services that leave with the parent. The map starts there.
An illustration of the method, not a client engagement.
Every map argues the bear case before the committee does.
The term that quietly kills the deal, caught before signing.
Exposure across tax, antitrust and employment, reconciled on one page.
The value-creation plan, sequenced before day one.
The thesis map: drivers, exposures, gaps
Every finding traced to its document
A committee brief and a working packet
Open questions, owned and dated
Deal room records beside the portfolio
Conditions and dates kept in Coin Keep
Learns your field before the first question.
Proprietary engineThe right knowledge at the right moment, with its source.
DecisionFrom an ambiguous goal to a ratified plan.
PracticePractitioner-grade, for litigators and dealmakers.
DocumentsVersioned, compared, searchable, secured like the matter.
DeadlinesEvery promise, kept.
A thesis you can defend to the committee and the LPs, because every claim carries a trace back to its evidence.