Virtus Diligence

Operational Diligence

Gain clarity beyond the numbers. Our deep operational analysis gives you the confidence to fully understand what drives business performance and uncover hidden risks and opportunities.
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TRANSACT WITH CLARITY

Go beyond financial diligence-unlock strategic insights for more informed decisions.

We deliver comprehensive operational diligence designed to illuminate growth levers, assess industry-specific risks, and analyze customer cohorts with precision. Unlike traditional accounting firms, our team consists of seasoned underwriters with extensive backgrounds in private equity and business operations, providing you unparalleled insights into a business's revenue and expense composition.

Our integrated approach ensures you understand both the financial metrics and the operational drivers behind them—enabling faster, smarter, and more strategic decision-making.

"The Virtus team's operational diligence package gave us industry from insight we simply couldn't get from numbers alone. We entered the deal with eyes wide open, understanding exactly where opportunities and risks lay."
MANAGING PARTNER, MID-SIZE PRIVATE EQUITY FIRM
OUR OPERATIONAL DILIGENCE SERIVCE

What we hope to achieve.

Navigate complexity with operational insights that empower better decision-making:

  • Identify Real Growth Opportunities

    We highlight operational levers, market opportunities, and strategic pathways to sustainable growth.

  • Mitigate Industry and Operational Risks

    Thorough assessments to ensure you're fully aware of external and internal risks impacting business stability.

  • Customer Cohort Clarity

    In-depth customer segmentation analysis, helping you understand acquisition costs, retention rates, and lifetime value.

  • Strategically Validate Investment Thesis

    Align operational realities with your financial assumptions, removing uncertainty from your investment decisions.

What we'll do.

Deliver a precise, operationally-focused diligence package that complements financial analysis.
Includes:
  • Assessment of strategic and operational growth levers
  • Industry benchmarking and competitive analysis
  • Comprehensive customer cohort and retention analysis
  • Identification of operational bottlenecks and improvement areas
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Frequently asked questions.

If you have any further questions don't hesitate to reach out to us, we're always on hand to help.

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How long does operational diligence typically take?

Operational diligence typically takes 7-14 days (total, not business days), depending on complexity and data availability.

Can operational diligence be combined with financial diligence or included in a standard QofE?

Yes, our operational diligence integrates seamlessly with financial diligence and is commonly included in a standard quality of earnings package.

Why is operational diligence necessary?

Operational diligence is instrumental in validating your investment thesis. Many of our clients are independent sponsors with industry experience, there are always aspects of running a business that catch first time operators by surprise. We help you anticipate those. Operational Diligence uncovers business performance drivers and risks beyond financial statements, instilling confidence in your strategic decisions.

Who performs the operational diligence?

Operational diligence is performed by experienced private equity professionals and business operators who are familiar with underwriting when they have skin in the game. When you have skin in the game, your assessment of growth levers is more skeptical. Your assessment of risk drivers is more astute. You're trained to look beyond the numbers for risks and opportunities that don't immediately reveal themselves. This is what we deliver for our clients.

I've already closed, can I still engage Virtus for operational diligence?

Yes. The insights we deliver can guide post-acquisition strategy, helping you swiftly capitalize on opportunities and address identified risks.

Virtus Diligence