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PRIVATE-EQUITY-BASICS5 MIN READ

From Teaser to IC Question

Convert teaser claims into decision-relevant diligence questions for an IC process.

decision-trail before-after First screen The teaser claims 96% retention and a $400 million whitespace opportunity. Data room access opens tomorrow. If the team cannot name the fact that changes the decision, diligence becomes a scavenger hunt. Diligence discipline Claim -> risk -> test -> owner Turn promotional language into one evidence path that can alter valuation, leverage, or go/no-go. Shortcut Copy teaser claims into the memo Diligence becomes decision-focused. Every major diligence workstream should answer a question with economic consequences. 01 Claim 02 Risk 03 Owner

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