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VC & PE investors

Diligence with the people who actually know.

Former executives, operators and customers, verified and conflict-checked, interviewed by a moderator built for diligence.

Diligence call

Live · 24:10

James W.

Former VP of sales · target’s top competitor

  1. James W.

    We lost two of our top ten accounts to them last year.

  2. Arbor moderator · follow-up

    What did they win on: price, product, or the relationship? And did either account come back?

What you can answer

The questions behind the deal.

Customer references

“What do the target’s customers really think?”

Competitive landscape

“How do buyers compare the target?”

Pricing power

“Would customers absorb a 15% price increase?”

Renewal and churn

“Does management’s churn number hold up?”

Market sizing

“How big is the market, really?”

Management

“How do former employees rate leadership?”

Value creation

“Would customers pay for the new module?”

Channel checks

“What is the channel seeing?”

Get started

Ready to get started?

Tell us who you need. We’ll come back with a plan, a price and a timeline.

The moderator

Trained to be specific to diligence.

Arbor’s moderator learned from real investor diligence conversations, so it knows which answer matters and asks the follow-up a seasoned analyst would.

Generic AI interviewer

Former VP of sales

“Churn ticked up last year, mostly in the mid-market.”

Moderator

“Thanks. Next question: how would you describe the competitive landscape?”

Moves on. The most important signal in the call goes unexplored.

Arbor’s diligence moderator

Former VP of sales

“Churn ticked up last year, mostly in the mid-market.”

  1. Follow-up · Quantify

    “Roughly how much did gross churn move, and over what period?”

  2. Follow-up · Isolate

    “Was that concentrated in a cohort, a region or a product line?”

  3. Follow-up · Explain

    “What were customers telling your team on the way out?”

Digs in the way a diligence analyst would, then moves on.

  • Asks the follow-up

    Probes numbers, cohorts and causes instead of reading down a script.

  • Knows the frameworks

    Unit economics, retention, pricing power, switching costs, competitive position.

  • Stays on the right side of the line

    Steers away from confidential and material non-public information, every time.

  • Adapts to who’s talking

    A former CFO, a plant manager and a customer each get the questions that fit.

Who you can reach

Verified profiles with voices you can trust.

  • Former executives

    Robert H.

    Former CRO, B2B SaaS

    Example request “Former VPs of sales at the target’s two biggest competitors”

  • Operators at the target’s peers

    Arjun M.

    Plant manager, specialty chemicals

    Example request “Plant managers running similar lines in the Midwest”

  • Customers and buyers

    Helen B.

    Head of procurement, retail

    Example request “Procurement leads who evaluated the target in the last year”

  • Channel and partners

    Luis O.

    Owner, regional distributor

    Example request “Distributors carrying the target’s product line”

A diligence week

From thesis to IC in five days.

  1. Day 1 Tell us the thesis and who you need to hear from.
  2. Day 2 Verified people, conflict-checked, on your calendar.
  3. Day 3–4 Calls with your team, AI-moderated interviews at scale, or both.
  4. Day 5 Transcripts, themes and findings, ready for IC.

Compliance

Clean calls, on the record.

  • Conflict check
  • Compliance attestation
  • MNPI screening
  • Transcript review
  • Verified identity

Every participant attests before a call, and every transcript carries their verification record.

Used for

  • Commercial diligence
  • Expert calls
  • Customer references
  • Channel checks
  • Competitive landscape
  • Post-close value creation

VC & PE investors

Who do you need to hear from before IC?