Commercial & Sector Due Diligence Playbooks

Commercial due diligence is where an investment thesis either gets validated or falls apart — and increasingly, it’s also the workstream most disrupted by AI. This three-day masterclass builds a repeatable CDD framework alongside three sector-specific playbooks — Healthcare SaaS, Manufacturing, and Consumer & Retail — the sectors most active in current Indian mid-market deal flow. Participants learn how to size markets, stress-test unit economics, run channel checks and expert calls, evaluate management credibility, and flag deal-breakers — while also learning how AI tools now compress document review, red-flag detection, and QoE analysis from weeks into days.

Features:

• Apply a structured CDD framework covering market sizing, competitive positioning, and customer validation
• Execute sector-specific diligence playbooks for Healthcare SaaS, Manufacturing, and Consumer & Retail
• Run channel checks, expert network calls, and management interviews to validate the thesis
• Evaluate unit economics, customer concentration, and quality of earnings (QoE) red flags
• Use AI-assisted document review and research tools to accelerate diligence timelines
• Produce a CDD red-flag report and present findings to a mock investment committee