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Analysis / Private equity and diligence

Assess target customer concentration

Assess target customer concentration in Proforma. Check revenue shares, group mappings and contract exposure, with clear reconciliation and diligence gaps.

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Diligence analyst · Operating partner

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Your starting prompt.

Analyze [target customer revenue] by period, customer and confirmed corporate group. Show top-customer shares, concentration changes and upcoming contract exposure using explicit revenue definitions. Separate mapped groups from ambiguous identities and reconcile totals to supplied control records. Identify questions for commercial diligence rather than predicting churn. Do not fill missing contracts with assumptions or present concentration alone as grounds for an investment decision.

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Method and review

Keep the assumptions visible.

Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.

For this task, check

The deal team should verify group mappings and contract interpretation before attributing concentration risk.

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Before you begin

  • Permitted target customer and contract data
  • Documented revenue and group mapping definitions

Work with permitted files or queryable data. Verify the result against the original records.

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