What We Find Before Anyone Else Looks

Every scenario below represents a deal where the buyer would have committed capital based on the seller's narrative. Our BLACK protocol surfaced the reality — in 72 hours, with zero system access.

$673M
Total deal value assessed
$24M
Valuation adjustments identified
5
Sectors, same protocol
Zero
System access required
Mid-Market SaaS 4 Risks Surfaced Detected

The founder said the tech was bulletproof. It wasn't.

Workflow automation platform · $90M proposed EV · 6x ARR

$3.2M
Valuation adjusted
$2.5M
Escrow & reserves
4
Risks surfaced
3 days
Time to findings

What BLACK Found

  • Undisclosed open-source components with no license audit or SBOM
  • CTO manually controlled all deployments — no succession plan, no backup
  • No version-controlled data model, no ERD, no schema documentation
  • Disaster recovery plan existed on paper but had never been tested
  • QA automation and IP protections validated — confirmed as strengths
What the buyer gained

$2M escrow for OSS compliance. $500K succession reserve. Integration risk flagged before LOI. LOI finalized in 5 days instead of the typical 2–3 weeks. Estimated $1M in post-LOI remediation avoided entirely.

Without BLACK

OSS exposure discovered during confirmatory diligence triggers escrow renegotiation. CTO departure post-close creates 4-month integration delay. Undocumented data architecture doubles migration cost. Total exposure: $4M+ and a deal re-trade.

Industrial Manufacturing 6 Risks Surfaced Detected

The ERP was "proprietary." It was built on unassigned open-source code.

Automation components manufacturer · $200M proposed EV · 9.1x EBITDA

$6.95M
Valuation adjusted
$3.5M
Escrow & reserves
6
Risks surfaced
5 days
Time to findings

What BLACK Found

  • ERP platform built on third-party OSS with no IP assignment from contractors
  • Founder manually approved all supplier decisions — a single point of failure
  • No SPDX/SBOM or licensing audit for the open-source ERP base
  • ERP schema completely undocumented — no ERD, no version control
  • Disaster recovery plan not tested in 12+ months
  • QA checks existed but lacked consistent logging or review cadence
What the buyer gained

$3M escrow for IP/OSS remediation. $500K succession reserve. Structural risks priced into the LOI before legal entanglement. Estimated $750K+ in post-LOI remediation and months of timeline drag avoided.

Without BLACK

IP ownership dispute surfaces during legal review. Copyleft license in ERP base triggers mandatory code disclosure or $3M+ rewrite. Founder departure paralyzes supply chain. Deal collapses or reprices under duress post-LOI.

Business Services 4 Risks Surfaced + 1 Watch

The "proprietary platform" was built by a contractor who never signed over the IP.

Compliance outsourcing firm · $108M proposed EV · 9x EBITDA

$3.15M
Valuation adjusted
$3M
Escrow & reserves
5
Posture issues
4 days
Time to findings

What BLACK Found

  • No signed IP transfer from the contractor who built the core platform
  • Two senior consultants handled all delivery — no backups, no transition plans
  • QA automation claimed but no coverage metrics, logs, or CI/CD pipeline
  • $80K/year in SaaS spend not linked to actual usage
  • Partial schema documentation existed but without version control
What the buyer gained

$2M escrow for IP chain resolution. $500K personnel reserve. $200K system hardening plan. Earnout clause tied to automation verification. Post-LOI diligence accelerated with validated posture baseline.

Without BLACK

Original contractor resurfaces with IP claim post-close. Key consultants depart during integration. "Automated" platform requires manual intervention on every client engagement. Buyer discovers they acquired a services company, not a software company.

Fintech Platform 6 Risks Surfaced Detected

"Proprietary AI" was a third-party library with no validation.

Billing & reconciliation platform · $180M proposed EV · 10x EBITDA

$6.04M
Valuation adjusted
$3M
Escrow & earnout
6
Risks surfaced
3 days
Time to findings

What BLACK Found

  • "Proprietary ML underwriting" was unvalidated third-party open-source code
  • Billing and reconciliation schema completely undocumented
  • "Bank-grade uptime" claim unverified — DR plan untested for 14 months
  • Multiple open-source billing modules with no SPDX or license review
  • No CI/CD pipeline or automated testing of any kind
  • Unused SaaS licenses with no utilization tracking
What the buyer gained

$2M escrow for OSS/DR remediation. $1M milestone earnout tied to SOC 2 and ML audit. AI premium stripped from valuation. IC approval shortened from 2 weeks to 4 days. Estimated $700K in diligence savings.

Without BLACK

Buyer pays a $180M AI premium for a product that doesn't contain proprietary AI. First SOC 2 audit post-close reveals the gap. Integration team discovers no schema documentation — data migration becomes a 6-month, $2M+ project. LP confidence eroded.

Retail Tech-Enabled 5 Risks Surfaced Detected

"Fully automated and omnichannel-ready" — with no data model and a single logistics provider.

E-commerce specialty retail · $95M proposed EV · 9.5x EBITDA

$4.6M
Valuation adjusted
$4M
Escrow & earnout
5
Risks surfaced
4 days
Time to findings

What BLACK Found

  • Claimed ML-driven inventory analytics with zero supporting artifacts
  • No ERD, no schema exports, no version-controlled data model
  • Single 3PL provider with no SLA, no backup, no failover plan
  • No disaster recovery testing or e-commerce failover documentation
  • Unused martech and analytics subscriptions eroding margin
What the buyer gained

$2M escrow for logistics redundancy. $2M earnout tied to DR and vendor SLA implementation. $500K in projected post-close savings from vendor renegotiation and SaaS cleanup. Founder began posture improvements during LOI drafting.

Without BLACK

3PL provider renegotiates terms post-acquisition — no backup in place. Holiday season outage with no DR plan costs $1M+ in lost revenue. Data migration fails because no one documented the schema. Buyer overpays for a narrative, not a platform.

The Pattern

Across every sector, the same categories of risk survive pitch decks, management presentations, and even preliminary diligence. We find them in 72 hours because we ask the questions no one else asks before the LOI.

Most common risks
  • → Undocumented or unversioned data models
  • → Unverified IP and "proprietary" claims
  • → Open-source code with no license audit
  • → Disaster recovery plans that were never tested
  • → Founder bottlenecks with no succession plan
  • → QA automation that exists in narrative only
What changes for the buyer
  • → Price reflects reality, not narrative
  • → Escrow and reserves sized to actual exposure
  • → IC approval accelerated with evidence-backed memos
  • → Post-close surprises eliminated or pre-priced
  • → Negotiation leverage established before exclusivity
  • → Confirmatory diligence scope reduced by 40–60%
72h
Interview to memo
Zero
Access required
$3M–$7M
Typical adjustment
Binary
Proceed, reprice, or walk

What's hiding in your next deal?

Engagements are reserved for sponsors with active deal flow.

Following qualification, we align on a fixed protocol. No open-ended consulting. No hourly billing.

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Diagnostic capacity is limited. Prior qualification required.