Sales & Marketing Diligence 101

Continuing our weekly Operational Due Diligence webinar series, this session focuses on Sales & Marketing Due Diligence. My business partner, Micah Leibowitz, will be presenting. As a former Operating Partner at The Riverside Company, a middle-market private equity firm, Micah specialized in sales and marketing across a portfolio of 15 companies. He led numerous sales and marketing diligence processes and previously served as a CMO, bringing both operational and investment perspectives to this critical diligence area. Agenda - Deal story + overview of sales/marketing DD framework + identify Red Flags - Sales DD (team, customers, pipeline, pricing, metrics including CAC) - Marketing DD (strategy, competitive position, tech stack, brand, including LTV) - Integration planning and value creation opportunities - Q&A Webinar Series - Thursday @ 12pm EST / 9am PST / 5pm GMT 10/23 - Operational DD 101 10/30 - Sales and Marketing DD 101 11/6 - Finance & Ops DD 101 11/13 - Management Review & Risks DD 101 11/20 - Technology & KPI DD 101 12/3 - HR & Customer Service DD 101