WHITE-LABEL PRODUCT DD · FOR M&A INTERMEDIARIES · $5K–$25K

White-label product due diligence for M&A intermediaries. Retention audits, portfolio scorecards, technical reports your clients trust. Sprint Zero: $5,000 for a full portfolio scan.

You quarterback the deal. Your client trusts you to surface every risk before they wire the money. But you can't assess product quality. You can't tell if the retention metrics are real or gamed. You can't identify whether the codebase needs a $2M rebuild in year two. So you skip product DD — and hope the post-close surprises don't damage your reputation. Or you refer it out and lose control of the process. Neither is acceptable.

Jake McMahon Jake McMahon, ProductQuant
Start with a Portfolio Scan →

INTERMEDIARY SPRINTS

Portfolio Scan14 days · Up to 3 companies assessed
Single-Deal DD14 days · Full product risk assessment
Portfolio MonitoringQuarterly · Scorecard refresh for active companies

$5K–$25K per engagement · white-label · fixed-price guarantee

White-label delivery under intermediary brand· Investment-committee-ready executive summaries· PostHog · Amplitude · Mixpanel · Stripe· 8+ years B2B SaaS product analytics

Your engagement letter promises comprehensive due diligence. Product is the gap.

Every M&A intermediary offers financial DD, legal DD, and market analysis. But when the target is a software product, the most critical risk factor goes unassessed. Your team can't evaluate retention durability, codebase health, or technical integration risk.

This creates two problems. First, you miss risks that surface post-close and damage your credibility. Second, you miss a competitive advantage: the ability to deliver product DD as part of your engagement is a differentiator that most firms can't match.

We close that gap. We produce the product DD report under your brand. You deliver it as your firm's analysis. Retention audits, codebase assessments, portfolio scorecards, and risk heat maps — all written for an investment audience and delivered on your timeline.

WHAT YOU GET

White-label product DD deliverables — 14-day turnaround

White-Label Retention Audit

Cohort-by-cohort retention analysis delivered under your brand. NRR verification, churn segmentation, and a clear narrative about whether the target's growth is durable. Executive summary your investment committee can consume in 10 minutes.

Portfolio Scorecards

Standardized product health scoring across multiple targets or portfolio companies. Compare companies on a consistent framework. Spot the outliers. Prioritize your deal team's attention. Single-page heat map included.

Technical DD Report

Codebase architecture review, dependency risk assessment, framework end-of-life exposure, deferred maintenance estimation. Written for an investment audience — clear, quantified, focused on what findings mean for deal economics.

Integration Cost Forecast

If the acquisition involves portfolio integration, we estimate the realistic cost, timeline, and risk. Based on the target's architecture, team depth, and the technical dependencies of the integration itself.

Risk Heat Map

Single-page visual summary of product risk across retention, tech debt, churn exposure, team dependency, and integration complexity. Color-coded, quantified, comparable across your portfolio or pipeline.

Deal Team Briefing

We brief your deal team so they can present findings with full ownership. Q&A prep, narrative alignment, and response framing for every major finding. You own the client conversation.

ENGAGEMENT FORMAT

How the intermediary DD sprint works

SCOPINGDays 1–2We agree on target companies, data access approach, and report format. White-label branding confirmed. Firm quote delivered.
ANALYSISDays 3–7Retention, codebase, and risk analysis running in parallel. We handle the technical work. Your team doesn't need to engage.
DRAFT & REVIEWDays 8–10Draft report delivered. Your team reviews under your brand. Edits and refinements made before final delivery.
HANDOFFDay 14Final white-label report delivered. Deal team briefing conducted. You're ready to present to your client as your own analysis.
PRICE$5K–$25KFixed price per engagement. Varies by company count, complexity, and data access. Firm quote before we start.
GUARANTEEOn-time deliveryWhite-label report delivered by Day 14 or full refund. Not a credit — a refund. Your timeline drives ours.
START SMALL

Not ready for a full portfolio program? Start with a Sprint Zero.

SPRINT ZERO

Portfolio Product Scan

$5,000 · 14 days. We assess up to 3 companies in your portfolio or pipeline. Risk heat map, individual reports, and standardized scorecard. White-label ready. If the scan doesn't identify at least 3 material risks across the portfolio, full refund.

If we don't identify at least three material product risks across the portfolio, full refund. You keep the analysis.
Start a Portfolio Scan →
WHO THIS IS FOR

Built for intermediaries who need product DD capability

Who this is NOT for

OUR GUARANTEE

CONTRACTUAL ON-TIME GUARANTEE

White-label report delivered by Day 14, or you don't pay. Not a credit — a refund.

Every engagement has a specific written deliverable and a fixed deadline. If we miss the date or the scope, we return your money. You don't have to ask. You don't have to negotiate. It's in the agreement. Your client timeline is non-negotiable. We treat it the same way.

THE DIFFERENCE

What changes when you add product DD to your engagement

BEFORE PRODUCT DD
  • Product risk is a blind spot in every software deal you advise on
  • Post-close product surprises damage your credibility with clients
  • No differentiation from every other firm offering the same DD
  • You hope the product holds up — but you can't prove it
AFTER PRODUCT DD
  • Comprehensive diligence covering software risk alongside financial and legal
  • White-label reports strengthen client relationships and differentiate your firm
  • Tangible competitive advantage in your engagement letter
  • You don't hope — you know. And your client knows.
FAQ

Common questions from intermediaries

How does white-label actually work?−
We produce the full product DD report. You deliver it to your client under your brand. No ProductQuant mentions unless you want them. The report includes an executive summary, methodology, findings, risk heat map, and actionable recommendations. We brief your deal team so they can present with full ownership. The client sees us as part of your team.
Do we need technical expertise to use this?+
No. That's the point. We handle the product and technical assessment. The report is written in investment-accessible language — clear, quantified, focused on deal economics. Your team needs zero product or engineering background to own the engagement and present the findings.
What if the client wants to speak with the analyst?+
We brief your team so they're fully prepared to answer questions. If the client specifically requests a call with the analyst, we join as your firm's product specialist. The client sees us as part of your team. We follow your lead on all client communication.
How fast can you deliver in a competitive process?+
Standard turnaround is 14 days from data access. In competitive processes with tighter timelines, we can prioritize: Sprint Zero diagnostics in 7 days, full reports in 10. Just let us know the deadline when you book. Same guarantee applies.
Can we resell this as a stand-alone service?+
Yes. Many intermediary partners offer product DD as a separate line item in their engagement. You price it, you bill it, you own the client relationship. Our fee is per-engagement and not tied to your markup. We support whatever pricing model works for your firm.

Your competitors can't offer product DD. You can.

The M&A market is crowded with intermediaries offering the same financial and legal diligence. Product DD from ProductQuant, delivered under your brand, is a genuine differentiator. Sprint Zero portfolio scan: $5,000. Book a call to see how it works.

Start with a Portfolio Scan — $5,000 Or start a full product DD program
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