Diligence that doesn't end at close
Every portfolio company knows something the deal team doesn't: bottlenecks, key-person risk, whether sales can actually sell the product.
The data room doesn't contain the thing that breaks the thesis
Diligence reads systems, contracts and financials. What it can't read is whether the sales team can actually sell the product, which three people the operation quietly depends on, and which process everyone has already invented a workaround for. Those are the things that decide whether the thesis survives the first year, and they're held by the workforce.
Pre-close, post-close, and every quarter after
Diagnostic interviews the workforce before the deal, after it, and on a recurring basis across the portfolio — surfacing what the data room can't. More than 800 employees interviewed in under three weeks, in one engagement, with findings synthesized into a readout that has owners attached.
800+ employees interviewed in less than three weeksPublished engagement
Where deal and portfolio teams start
Pre-close diligence
Verify the thesis with the people who will have to deliver it: org structure, process reality, key-person risk.
First 100 days
Baseline every function post-close — new-hire assimilation, talent gaps and bottlenecks — while they're still cheap to fix.
Quarterly portfolio health
A recurring read on satisfaction, performance and process across every portfolio company, with recommended interventions.
What this replaces
| Today | With Arist |
|---|---|
| Expensive consultants to diagnose it | Interviews as many people, in any language, as needed |
| Disconnected tools to measure it | Connects to the CRM, HRIS and systems of record you already run |
| Extra headcount to deliver the fix | Orchestrates the fix in Teams, Slack and SMS |
| Six to nine months | 72 hours to a diagnosis |
| Three budgets | One line item |
Arist makes it remarkably easy to build high-quality learning in a short amount of time, without sacrificing depth or impact. Their needs analysis agent has also been incredibly valuable, providing fast, clear insights that help us focus on our biggest knowledge, skill, and competency gaps.
Verify the thesis with the people who deliver it
Bring the deal or the portfolio company you're least sure about. We'll diagnose it and start fixing it in 72 hours.