私たちについて

We are a Commercial Due Diligence firm built for one job: helping investors and acquirers commit with conviction and build value after they do. In nearly a decade across many hundreds of engagements for dozens of clients, many portfolio companies, and subsidiaries, we have done that work one way, on the buy-side, led by primary customer evidence, and willing to say the uncomfortable thing.

The investors and acquirers who compound returns hold diligence to a higher standard: not a box to clear on the way to approval, but conviction they can commit on today and an evidence base that still guides the plan years into the hold. We built Matters Graph to meet that standard across both horizons, the decision to commit and the work of making it pay, and we hold to it, including by declining the work where we would not be the best choice. Done right, this is what prevents the costly, multi-year dig-out that quietly erodes fund returns, and the careers staked on them.

Customer evidence, not desk assumption, is what makes the core analysis right. Market sizing, segmentation, competitive position, the growth thesis, each is only as good as the evidence beneath it. We build them from high-sample primary research with the customers and channel participants who actually drive spend, which is what lets us segment on real behavior rather than tidy assumptions, size the market the business can actually win, and read where demand is heading rather than only where it has been. Most diligence describes the market as it is; customer-led diligence tells you what it becomes.

Our insight is proprietary, not purchased. We reach the customers, channel participants, and other ecosystem players who actually shape commercial outcomes, including public-policy actors who can move markets, and we do not lean on recycled inputs a client could buy themselves or source through expert networks. The answer is only as good as who you actually reached, so we decide who to reach and we reach them ourselves.

Our work has two objectives. The first is the commitment decision itself: a clear, evidence-based read on whether to proceed, and an underwriting grounded in what is actually true about the business, so the diligence drives the call rather than decorating it. The second is the hold that follows: what we hand you is built to keep earning, guiding the value-creation plan long after the deal closes, and helping investors become more effective owners.

Focused on purpose, and it compounds. We are one of very few firms that does Commercial Diligence and the value creation that follows from it, and nothing else, and one of very few that has never taken sell-side or vendor diligence work. That isn’t a preference; it’s a capability decision. At the big firms, Commercial Diligence is one of dozens of services competing inside the house for talent, attention, and the partners’ best hours, and the discipline that makes buy-side diligence sharp, the scrutiny, the willingness to disconfirm, atrophies the moment a firm starts producing the seller’s case, which is what vendor and sell-side diligence exist to support. A generation of larger providers let exactly that happen as they chased a bigger addressable market. Our focus is not a constraint; it is the reason our capability compounds where a generalist’s gets spread thin, and it is how we keep and sharpen the muscle buyers need.

One integrated team, with no handoffs. We don’t pass the work down an assembly line of researchers, analysts, and writers who each optimize their own step. The people who design the customer research are the people who interpret it and stand behind the conclusion, so the insight that surfaces in a customer conversation reaches the page intact instead of being flattened in a handoff.

Known for telling the truth, because we are built to. Our clients describe us as the truth-tellers. We are not here to help a deal clear committee: diligence that exists to reduce friction in the IC or the boardroom is theater, and we don’t do theater. We start from a discipline, not a hope, the job is to find out whether the thesis is true, not to build confidence in it, and to say so either way. That means a weakness is something we hand you to underwrite, not something we bury, and it means a sober read on what will challenge the business even when it’s the deal you want to win. That is the job, and the promise we hold ourselves to: Making Diligence Matter.

All of it is in service of one job: to crack the case, to get to what is actually true about the market, the business, and the thesis, and to make the diligence matter. That is the standard we hold, and the reason clients work with us.

Our firm supports clients with rigorous, evidence-based Commercial Due Diligence, anchored in differentiated insights from a rich Voice of Customer and Voice of Channel perspective. These insights are differentiated and proprietary, and they infuse the classic Commercial Diligence scope—both the market work and the necessary investment thesis pressure testing. We deeply understand that diligent work product cannot afford to be perfunctory, off-target, or informed by reported “experts” (often retired executives participating in expert networks). Our mandate should serve as a valuable lever in your underwriting and value creation.

私たちの価値観

At Matters Graph, our differentiating values are at the core of how we work. We honor traditional core values as table stakes and make things interesting with our seven differentiating values that define how we operate and serve.

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