When Moats Migrate: Recognizing New Sources of Advantage The strongest Commercial Due Diligence doesn’t just test whether old moats persist—it identifies where new moats are forming. Sometimes the original moat weakens, …
This part provides a systematic methodology for quantifying moat strength across each of the seven tests. VoC questions are only as valuable as the measurement framework applied to the answers. …
Great Commercial Diligence doesn’t just catalog defensive attributes. It stress-tests whether those attributes still create compounding advantage—or whether they’ve become static, eroding, or substitutable. Throughout this diagnostic, Voice of Customer (VoC) research is …
Why Moats Matter: The Evidence on Investment Returns The Quantitative Evidence: Economic Moats Deliver Exceptional Return Research consistently demonstrates that companies with durable competitive advantages generate substantially higher returns: Wide-moat …
投資覚書や買収対象における競争優位性の主張はほぼ普遍的であるが、投資収益を示し、促進する経済的堀の力が実証されているにもかかわらず、ほとんどの商業デューデリジェンスでは…
継続投資の決定には、安心感ではなく再審査が必要な理由 継続投資とその類似投資は、プライベートエクイティの流動性確保に欠かせないものとなっている。しかし、あまりにも多くの投資が、単なる安心感ではなく、再審査を必要とするものとして扱われている。
商業デューデリジェンスでよく利用される指標であるNPS（ネットプロモータースコア）は、商品やサービスの利用者に対して提示される単一のシンプルな質問に基づいています。「…
Using pricing as a lever is massively powerful, yet pricing is an often overlooked and underappreciated part of diligence. Several years back, one of the large corporate finance consultancies did …
During the diligence window, savvy investors are increasingly seeking early signals on the pricing opportunity – for both valuation and value gen considerations. Gaining an understanding of the pricing opportunity …
In Commercial Due Diligence, it’s often the assumption that customer relationships are an “asset” of the business, but that’s not always the case. The reality is that for many businesses, …
Evaluating the degree to which Brand Equity lies with a target company versus with individual sales and service reps of the company should be a key exercise in Commercial Due …
What do you want to be when you grow up? This classic question isn’t often examined when it comes to tech (and SaaS) companies seeking growth equity capital. In an …
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