The decision behind the work
A private-equity investor was assessing a software asset with attractive headline growth but limited visibility into the durability of demand, pricing power and expansion potential. The investment team needed more than a market report: it needed to know which assumptions could actually support the underwriting case.
What Prime did
Prime Advisors tested the investment thesis through customer research, cohort economics, competitive analysis and scenario-based market sizing. We focused the diligence around a small number of questions that could materially change valuation rather than producing a broad catalogue of market facts.
Alongside downside risks, we identified concrete post-close opportunities in packaging, enterprise segmentation and cross-sell. Those opportunities were sized and prioritized so they could move directly into a value-creation plan if the transaction proceeded.
The impact
The work identified more than €40M of addressable value opportunities and gave the investment committee a clearer view of both risk and upside. The client later used the same fact base to shape the first-year operating agenda.
What changed after the engagement
The immediate result mattered, but the larger objective was to leave management with a clearer way to make the next decision. The team finished with a common fact base, a shared view of the value drivers and a governance rhythm that continued after Prime Advisors stepped away.