VIRTUAL
meetup
8 attending
Sales & Marketing Diligence 101
·
Virtual event
Continuing our weekly Operational Due Diligence webinar series, this session focuses on Sales & Marketing Due Diligence.
My business partner, Micah Leibowitz, will be presenting. As a former Operating Partner at The Riverside Company, a middle-market private equity firm, Micah specialized in sales and marketing across a portfolio of 15 companies. He led numerous sales and marketing diligence processes and previously served as a CMO, bringing both operational and investment perspectives to this critical diligence area.
Agenda
- Deal story + overview of sales/marketing DD framework + identify Red Flags
- Sales DD (team, customers, pipeline, pricing, metrics including CAC)
- Marketing DD (strategy, competitive position, tech stack, brand, including LTV)
- Integration planning and value creation opportunities
- Q&A
Webinar Series - Thursday @ 12pm EST / 9am PST / 5pm GMT
10/23 - Operational DD 101
10/30 - Sales and Marketing DD 101
11/6 - Finance & Ops DD 101
11/13 - Management Review & Risks DD 101
11/20 - Technology & KPI DD 101
12/3 - HR & Customer Service DD 101
Event Type:
meetup
Format:
Virtual
Start Time:
Duration:
1 hr