Sector Diligence Readiness
Know the questions before they’re asked
Every sector gets diligenced differently. A SaaS investor goes straight to retention. A medical device buyer goes to reimbursement.
Everest operators have sat in the CFO chair through raises, diligence and exits, so we know where each sector gets tested. We find the gaps in your numbers, controls and story, then fix them before an investor or buyer finds them.
What investors test in your sector
Each sector has its own diligence list. Here is where we look first.
Tech and SaaS. ARR definition, cohort retention, revenue recognition and capitalized software. We rebuild the metrics so they tie to the GAAP numbers investors will diligence. See Technology.
MedTech. Reimbursement path, regulatory milestones, COGS and inventory. We tie the operating plan to cash and margin so the story holds up in clinical and commercial diligence. See Life Sciences.
Consumer and CPG. SKU-level margin, trade spend, channel and retailer concentration, and inventory. We show which products and customers make money and which don’t. See CPG & Consumer.
Space and aerospace. Milestone and contract revenue, FAR/CAS compliance, capital intensity and runway. We build the cash plan around your test and launch schedule.
Robotics and automation. Bill-of-materials margin, unit economics at scale, warranty reserves and supply chain. We show what each unit costs and the volume at which margins turn positive.
Your sector. Not listed? The same playbook applies. We learn what investors probe in your industry, then close the gaps in your numbers, controls and story.
What you get from Everest
Operators who have been through the process, not reviewers who flag and leave.
Find the gaps. We review your financials, controls, metrics and story against what your sector’s investors will probe.
Close them. Our fractional CFOs and controllers fix the issues, from audit-ready GAAP and SOX controls to the model and data room. See Capital Raise & Finance Operations and Prepare to Sell / Exit Readiness.
Proof
Across the team, Everest has closed more than 50 M&A transactions, buy side and sell side, with combined transaction value of more than $55 billion, and has raised more than $4 billion across more than 75 capital raises.
Last updated November 2026.
Let's talk
If your numbers aren’t giving you decisions you can act on, we should talk. We’ve sat in your seat. Now we’re in your corner.
