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Agent Teams for
Complex Workstreams

Scope

How should we frame the base-case scenario?

The CIM shows 2026E revenue of $142M (+18% YoY), but diligence precedents in this sector typically rebuild rather than accept guidance.

Execute

Market sizing

0 of 6 complete
Crawl IBISWorld & Gartner
Build TAM/SAM/SOM model

Competitive teardown

0 of 7 complete
Parse peer 10-Ks
Assemble pricing comps

LBO model

0 of 8 complete
Compile base-case drivers
Run sensitivity tables
Review

All workstreams complete. I've drafted the MSA with net 60 payments and flagged 14 points of divergence from our precedent, prioritized in the issues list. Let me know if you want to adjust to our standard net 30.

W MSA_Acme_Draft_v4.docx
PDF Redline_vs_Precedent.pdf
X Issues_List.xlsx

Scope detailed workstreams.

Our agents clarify nuances and key decisions over multiple rounds of detailed questioning, providing context for their inquiries and producing detailed workstreams only once you give the go ahead.

Researching the opportunity
  • Parsed the CIM & management's deck
  • Reviewed 14 precedent diligence engagements
  • Mapped 3 open decision points for your input

How should we frame the base-case revenue scenario?

Management's plan shows +18% YoY, but the trailing three years averaged +11%. Triangulate with IBISWorld and sell-side, hold to management, or build a conservative +10%?

Which comparable set should anchor the benchmarking?

The CIM names 5 comps — 2 were acquired at 2022 peak multiples and look stale. Our precedent database surfaces 3 others closer to Acme's size and margin profile. Use management's, ours, or blend?

How should we treat the non-recurring revenue?

~$14M of 2025 revenue came from a government contract that winds down in 2027. Strip it from the base, hold it in with a 25% renewal probability, or leave it and flag as a downside risk?

Execute with multiple teams in parallel.

Each workstream is assigned its own dedicated team of agents to execute the engagement, providing transparency on exactly how your work is completed.

Market sizing 0 of 3
  • Crawling IBISWorld & Gartner
  • Building TAM/SAM/SOM
  • Drafting sizing memo
Competitive teardown 0 of 3
  • Parsing peer 10-Ks
  • Assembling comp set
  • Writing teardown narrative
Revenue diligence 0 of 3
  • Extracting revenue drivers
  • Rebuilding revenue bridge
  • Running sensitivity tables
Market sizing
  • Crawling IBISWorld & Gartner

    Pulls 2024 logistics-sector sizing from IBISWorld and Gartner, extracts TAM figures, and captures methodology notes for citation.

  • Building TAM/SAM/SOM

    Builds the total, serviceable, and obtainable market layers bottom-up from shipment volume × average contract value, benchmarked against top-down estimates.

  • Drafting sizing memo

    Synthesizes the sizing work into a one-pager — methodology, key assumptions, and the range we're comfortable defending at IC.

Market sizing · Crawling IBISWorld & Gartner
  • Fetched IBISWorld 2024 logistics report
  • Parsed Gartner Magic Quadrant, Q4 2024
  • Reconciled 3 conflicting TAM figures across sources
  • Triangulated 2024 addressable market at $4.2B
Handed off to the next agent · Building TAM/SAM/SOM →

Review, refine, and repeat.

The team produces deliverables in the formats you require and opens up for your review, ready to refine based on your input.

All workstreams complete. Here's the pack — take a pass and flag anything you want me to revise.

  • W IC_Memo_Acme.docx
  • P Sizing_Deck.pptx
  • X Financial_Model.xlsx
IC_Memo_Acme.docx
Base case · revenue build

Acme Logistics is a mid-market third-party logistics provider with $112M of 2024 revenue, serving 67 enterprise and upper-mid-market shippers primarily across North America.

Management's base plan guides to +18% revenue growth in 2026E, driven by expansion in the top-10 customer cohort and two new enterprise logos signed in Q4.

Q4 customer data shows gross retention steady at ~94%, but net dollar retention compressed from 112% to 108% — expansion has cooled even as the logo base holds.

Churn is concentrated in the bottom quartile of accounts by ACV, where Acme faces regional 3PL competition. The top-10 cohort has retained at 99% for three consecutive years.

The trailing three-year revenue CAGR is +11%, well below management's +18% guide. IBISWorld's 2024–2027 sector outlook sits around +9%; our sell-side sample centers on +12%.

Pulling the last eight quarterly prints, we back into a normalized implied run-rate of +13%, stripping the state DOT contract that rolls off in FY27.

Pricing power has been the weakest lever in the build. Contract-renewal data across the top-20 accounts shows an average price uplift of +3.1% in 2024, vs. management's stated +6.0% target.

New-logo ACV has trended up — the two Q4 signings represent a combined $4.8M annualized, both on 36-month terms with built-in 4% annual escalators.

Our base case holds management's new-logo assumption but trims pricing power to +3% (vs. their +6%) given the contract-renewal data.

On the logo side, the two Q4 signings are structurally accretive — larger ACV and longer term — so we do not haircut the expansion contribution in year one.

Putting it together, 2026E revenue lands at $132M — roughly 7% below management's plan and in line with the trailing three-year growth profile.

Sensitivity — pricing: +/- 100 bps on retention pricing moves 2026E revenue by ~$3.1M. See EBITDA bridge in §4 for flow-through.

Sensitivity — logo ramp: a delayed 80% year-one ramp trims revenue by $2.8M; an accelerated ramp adds $1.9M. Both are inside the downside case tolerance.

Downside case: flat pricing, no incremental new-logo signings beyond the Q4 cohort, and churn uplift to 7% in the bottom quartile. 2026E revenue of $124M (-5% vs. base).

Upside case: pricing to +5%, two additional enterprise signings in H1 26. 2026E revenue of $139M, +5% vs. base.

Teams for Every Discipline

Example engagement

Take-private diligence

  1. 01 Map the business, market, and diligence workstreams.
  2. 02 Size the market and benchmark competitive positioning.
  3. 03 Normalize earnings, working capital, and debt-like items.
  4. 04 Build the LBO case and investment committee materials.
Example engagement

Sector initiation

  1. 01 Map the sector and define the investment framework.
  2. 02 Build company models and KPI dashboards.
  3. 03 Synthesize filings, transcripts, and disclosed market data.
  4. 04 Draft initiation notes, comps, and PM materials.
Example engagement

Carve-out diligence

  1. 01 Structure the diligence workplan and data room review.
  2. 02 Identify legal, regulatory, contract, and employment risks.
  3. 03 Draft transaction documents and disclosure schedules.
  4. 04 Produce the red-flag memo and signing playbook.
Example engagement

Pricing redesign

  1. 01 Diagnose pricing, packaging, and discounting performance.
  2. 02 Model new pricing architecture and migration paths.
  3. 03 Redesign sales, CS, billing, and governance processes.
  4. 04 Deliver the board recommendation and rollout plan.
Example engagement

Rulemaking response

  1. 01 Analyze the proposed rule and legal authority.
  2. 02 Quantify operational, revenue, and compliance exposure.
  3. 03 Draft coalition positioning and advocacy materials.
  4. 04 Produce the comment letter package and post-filing plan.
Example engagement

Sell-side QoE

  1. 01 Scope the QoE and collect financial source materials.
  2. 02 Normalize EBITDA and complete proof-of-cash work.
  3. 03 Build working capital, net debt, and debt-like schedules.
  4. 04 Compile the QoE report and buyer Q&A pack.
Example engagement

Supply chain deep dive

  1. 01 Define the question tree and source base.
  2. 02 Build demand, supply, capacity, and cost models.
  3. 03 Analyze trade data and run scenario models.
  4. 04 Deliver the strategic report and investment watchlist.
Example engagement

Portfolio strategy review

  1. 01 Baseline each business unit and portfolio position.
  2. 02 Prioritize strategic moves and capital allocation choices.
  3. 03 Build the financial plan and operating model.
  4. 04 Produce board, investor, and CEO materials.

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