Concivi Growth's Revenue Diligence assessments validate the pipeline, the forecast, and the scalability of the revenue motion — before you invest, after you inherit it, or any time you want a clear-eyed check on your own pipeline.
Standard investment diligence is thorough on financials, legal, and technology. It almost never asks the hardest question: is this revenue motion actually repeatable?
The forecast they showed you was built by two reps who are now gone. The inbound channel was heavily founder-led. The CRM was full of stale deals inflating the 90-day number. None of that showed up in the deck.
Revenue execution risk is the most underevaluated category in investment diligence — and the most expensive to discover after the check clears.
Most investors running commercial diligence are asking the right question about the market — is it real, is it growing, can this company win in it? Revenue Diligence asks a different question: can this specific team actually go get the number? Is the pipeline real or padded with deals no one has touched in 60 days? Do the conversion rates hold up under an honest look? Can a new rep learn to sell this, or does every important call depend on the founder? Those questions rarely get answered before the check clears. Revenue Diligence is built to answer them.
The types of issues Revenue Diligence assessments are built to catch — and do.
of closed revenue attributable to two reps. The sales motion had not been productized for the core team — a risk invisible in the pipeline summary but immediately apparent in quota attainment distribution data.
of rep time spent on outside-ICP (Ideal Customer Profile) deals carrying a 12% win rate, versus 38% inside ICP. Significant drift from stated ICP was eroding overall CAC (customer acquisition cost) efficiency and inflating top-of-funnel metrics.
of open deals with no CRM activity in over 30 days — artificially inflating the 90-day forecast by an estimated 15-20%. The pipeline presented to investors included these stale opportunities at full value.
A Revenue Motion Audit validates the pipeline, the forecast, and the scalability of the revenue motion — before you write the check. Four core outcomes, every engagement.
Every assessment combines CRM data analysis and benchmarking against industry standards; the Revenue Motion Audit adds direct interviews to contextualize the findings. Unsupported optimism is stripped away. What remains is the financial and statistical reality of the revenue motion.
The Revenue Motion Audit scores every engagement across all five dimensions, combined into an overall Revenue Motion Rating (A through D) and a clear investment recommendation. The Pipeline Quality Analysis applies the same scorecard framework, scoped to what CRM data and benchmarking can support.
Both assessments use the same five-dimension methodology and deliver an A-D rating with supporting data and recommendations. Which one fits depends on what you need to do next.
| Small / Early-Stage < $5M annual revenue | $25,000 – $40,000 |
| Mid-Market $5M – $30M annual revenue | $40,000 – $75,000 |
| Large / Complex $30M+ annual revenue | $75,000 – $150,000+ |
No guessing what to send over. Both assessments start from the same data checklist — Revenue Motion Audit builds on everything Pipeline Quality Analysis requires.
The underlying question is always the same: is this revenue motion real, repeatable, and built to scale?
Validate the pipeline before you invest. Know the hero risk, ICP integrity, and forecast reliability before you rely on the projections in the model. Particularly useful for PE firms that lack the operational resources to execute this level of diligence in-house.
Know what a sophisticated investor's diligence will surface before they do. Fix the gaps that will cost you valuation before they appear in a term sheet negotiation.
Independent validation of the forecast being presented in the QBR. Useful when the numbers feel optimistic and you need an outside view before committing more capital.
An honest baseline of what you're walking into before you commit to a number. Know the real pipeline health, team concentration risk, and process gaps from day one.
A 30-minute conversation is usually enough to scope the right assessment for your situation.
Sample reports are shared on a call — schedule above and we'll walk you through one.