Make Diligence Confirmation, Not Reset.
Optirex installs commercial architecture so revenue holds under scrutiny — before investment, during hold, and at exit.
The Pattern You’ve Seen Before
The numbers look strong.
Then diligence begins. And the commercial logic weakens:
- CRM signal doesn’t tie to finance
- Definitions drift between functions
- Renewal risk sits inside “good” dashboards
- Growth depends on founder intuition
- Exceptions are undocumented
By Week 8, buyers aren’t confirming.
They’re renegotiating.
Commercial QoE Mirror
We provide the commercial mirror that financial QoE does not.
Specifically:
- Lock definitions
- Tie CRM to finance
- Log and control exceptions
- Quantify ARR leakage (4–8% typical range)
- Clean pipeline to buyer logic
- Install Revenue Signal Integrity (RSI)
- Enforce Logic Health discipline
The Objective:
Prevent valuation compression caused by avoidable commercial fragility.
Engagement Pathway
Pre-Diligence Review
Pre-diligence lane assignment and quantified exposure.
Remediation & Proof
Board-grade proof pack + locked commercial definitions.
Operational Controls
Controls, dashboards, drift protection embedded into the system.
Post-Investment Oversight
Post-investment governance layer and board-level reporting.
Not Consulting Theatre.
We do not:
- Perform financial QoE
- Adjust working capital
- Rewrite add-backs
- Run brand strategy
- Migrate ERP systems
We enforce commercial durability.
Best Fit
Appropriate when:
- Revenue exceeds £5M
- Exit horizon is 12–36 months
- Repeatability is assumed but not proven
- Governance maturity matters
Not Required When
- Revenue logic is already locked and back-tested
- Definitions are change-controlled
- Exceptions are reproducible
If the architecture is sound, we say so.
Revenue Is Either Durable — Or It Isn’t.