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TEAM DUE DILIGENCE / FOR INVESTORS / BEFORE CLOSING

TEAM DUE DILIGENCE / FOR INVESTORS / BEFORE CLOSING

Identify the
winning team.

Identify the
winning team.

Leadership analysis for investors before closing. Assess whether the team is equipped for the next 24 months — its strengths, gaps and fit with the opportunity — with a reviewed analysis within 24 hours.

Leadership analysis for investors before closing. Assess whether the team is equipped for the next 24 months — its strengths, gaps and fit with the opportunity — with a reviewed analysis within 24 hours.

Get a free analysis ↗

See how it works ↗

See how it works ↗

Your first team analysis, free. Human-checked. Source-linked.

WHAT THE ANALYSIS CAN REVEAL

WHAT THE ANALYSIS CAN REVEAL

Real cases · anonymised

Four (real) example findings.

Four (real) example findings.

1PEOPLE RESEARCH

1PEOPLE RESEARCH

CEOPersonal
relationshipCFO

CEO ↔ CFO

Personal relationship

CEOPersonal
relationshipCFO

CEO and CFO are in a relationship.

CEO and CFO are in a relationship.

Check disclosure and governance.

2TRANSCRIPT ANALYSIS

2TRANSCRIPT ANALYSIS

CFO “We could phase the rollout…”

CFO “We could phase the rollout…”

CFO “We could phase the rollout…”

CEO “No. We ship in March.”

CEO “No. We ship in March.”

CEO “No. We ship in March.”

15 interruptions / 3 meetings

15 interruptions / 3 meetings

The CEO interrupted the team 15 times.

The CEO interrupted the team 15 times.

Explore how the team challenges decisions.

3DATA ANALYSIS

3DATA ANALYSIS

VP SalesLeft

VP Sales

Left

VP SalesLeft

CMOLeft

CMO

Left

CMOLeft

CROLeft

CRO

Left

CROLeft

Since the Seed round

Since the Seed round

Every commercial hire since the Seed round has left.

Every commercial hire since the Seed round has left.

Understand the cause and the coverage left behind.

4COMPETITIVE BENCH

4COMPETITIVE BENCH

Function

Function

Team A

Team A

Team B

Team B

Team C

Team C

CEO

CEO

A

A

AA

AA

BB

BB

R&D

R&D

AA

AA

A

A

AAA

AAA

M&S

M&S

BB

BB

AA

AA

B

B

Which team is best equipped?

Which team is best equipped?

Team B leads on CEO and commercial strength.

Anonymised examples from actual analyses. Identifying details omitted.

Anonymised examples from actual analyses. Identifying details omitted.

WHAT YOU RECEIVE

WHAT YOU RECEIVE

A product you can use
at the investment table.

A product you can use
at the investment table.

01

Leadership dashboard

Business context, overall score and grades across the leadership functions.

02

Evidence and findings

Strengths to build on and gaps to investigate, with source references. Flags are included at the relevant report depth.

03

A digital twin

Ask further questions about the team and what the next stage requires.

Twinshape InsurDemo dashboard: business context, leadership score, headcount and five leadership function cards.

Tap a role to explore its yellow flags.

Inside Twinshape · InsurDemo dashboard⚑ Click a yellow flag

CEO · Yellow flags

Anonymised example findings · sources summarised.

1. CEO role changed twice in 16 months. Confirm long-term commitment.

Source: Annual report · leadership history

Is the team ready for the next 24 months?

Is the team ready for the next 24 months?

Is the team ready for the next 24 months?

B

B

B

Weak

Weak

Weak

Key roles missing or below level

Key roles missing or below level

Key roles missing or below level

BB

BB

BB

Gaps

Gaps

Gaps

Some roles not fully covered

Some roles not fully covered

Some roles not fully covered

A

A

A

Ready

Ready

Ready

Equipped for the next 24 months

Equipped for the next 24 months

Equipped for the next 24 months

AA

AA

AA

Strong

Strong

Strong

Ahead of what this stage needs

Ahead of what this stage needs

Ahead of what this stage needs

AAA

AAA

AAA

Exceptional

Exceptional

Exceptional

Well beyond what this stage needs

Well beyond what this stage needs

Well beyond what this stage needs

This sector, this business, this stage, these milestones and challenges.

This sector, this business, this stage, these milestones and challenges.

CHOOSE THE DEPTH YOUR DECISION NEEDS

CHOOSE THE DEPTH YOUR DECISION NEEDS

Start with the evidence you have.

Start with the evidence you have.

QuickScan

SOURCING & SCREENING

SOURCING & SCREENING

Business context, people deep research and venture documents. A leadership scorecard, red and yellow flags, and digital twin access.

CloseUp

DEEPER DUE DILIGENCE

DEEPER DUE DILIGENCE

Everything in QuickScan, plus meeting transcripts, personality and team dynamics, and competitive team benchmarking.

Compare Team Due Diligence packages ↗

How the data sources work ↗

THE START OF BUILDING THE TEAM

THE START OF BUILDING THE TEAM

Use the analysis
after the investment.

Use the analysis
after the investment.

The leadership gaps you identify before investing become the starting point for role profiles, development priorities and a stronger team. The same analysis connects the investment decision with what happens next.

The leadership gaps you identify before investing become the starting point for role profiles, development priorities and a stronger team. The same analysis connects the investment decision with what happens next.

Explore the full investment journey ↗

HOW TO START

HOW TO START

01

Send one venture

Share the company name and website. Tell us what you need to understand.

02

Agree the input data.

We confirm the report depth and any additional documents or transcripts needed.

03

Get the analysis within 24 hours.

Once the agreed input is complete, receive your analysis within 24 hours and review the findings with us.

Get a free analysis ↗

First analysis free. Further usage agreed with your fund.

AFTER CLOSING

AFTER CLOSING

Then build the winning team.

Then build the winning team.

Team Optimizer helps the venture execute a 100-day plan for leadership, talent development and board appointments. Digital twin, AI tools, workflow management and human follow-up keep it moving. Start with a pilot at one portfolio company.

Explore Team Optimizer ↗

Data and security ↗