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Analysis / Private equity and diligence

Check management growth claims

Check management growth claims in Proforma. Distinguish measured history from forecasts and pipeline possibilities, with evidence gaps and denominator checks.

A starting point for

Commercial diligence lead

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Your starting prompt.

Review [management growth claims] against [available commercial evidence]. For each claim, state its definition, period, implied assumption and supporting records. Separate measured history from forecasts, pipeline possibilities and public market estimates. Identify inconsistent denominators, double counting and missing conversion evidence. Produce a claim-evidence schedule with follow-up questions. Do not predict future performance or declare a claim disproven when the supplied evidence is incomplete.

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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

Commercial diligence specialists should evaluate market and forecast assumptions alongside the schedule.

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Before you begin

  • Authorized claims and commercial records
  • Explicit historical and forecast periods

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

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