OrgEdge
Request portfolio access
Audiences  ·  For Investors Diligence the working parts — not just the deck. 05 / 02 / 26
For PE · VC · corp dev · operating partners

Diligence the working parts.
Not just the deck.

Most diligence reads a target’s narrative. Few diligences model how the target actually operates — strategy, structure, decision rights, capability. OrgEdge models both companies, then surfaces the overlap, the gaps, and the day-100 plan before you sign.

// merge.diff(acquirer, target) ● day −45
Acquirer
Vertex Holdings
247 pos · 7 fns
Target
Lyra Systems
112 pos · 5 fns
STRATEGY · become tier-1 EMEA supplierkept
+STRUCTURE · merge Sales EMEA + Lyra Sales+ 18 pos
STRUCTURE · duplicate finance ops− 9 pos
+GOVERNANCE · lyra audit cmte → mergereassigned
PROCESS · order-to-cashharmonised
PROCESS · duplicate procurement− 1
+SKILLS · embedded ML team+ 14 ppl
structural overlap · 38% · estimated synergy $11.4M
day-100 plan · generated
30%
The integration gap

of large-scale transformations and integrations succeed at the value originally underwritten. The other 70% leak value where the operating models meet — structure, decisions, accountability.

Source — McKinsey, Why transformation efforts fail
§ Ask anything

Ask the deal. Get an informed answer.

graph + frameworks · cited

You are not limited to what is modelled. Every answer combines the live operating models of acquirer and target with established PE / VC frameworks — Bain’s PMI playbook, McKinsey’s transformation cohort, sector benchmarks — applied to your specific structure.

Depth where the data goes, clarity where it doesn’t. Each answer cites the nodes, the benchmarks, and the frameworks it leans on — so your IC sees the reasoning, not a black-box recommendation.

"Where does this thesis structurally break?" "What did the seller skip in the CIM?" "Benchmark the team against top-quartile." "Realistic day-100 vs underwritten?"
// ask.deal ● corp dev
> What structural integration risk is the underwriting glossing over?
diff(vertex, lyra) → 38% overlap · 7 decision-right conflicts
benchmark('saas-pmi · 47 deals') → 67% synergy realisation at day-100
apply('bain-pmi-playbook') → 4 high-risk gaps
Answer
Realistic day-100 synergy lands at $7.8M of the $11.4M underwritten. The 30% haircut comes from three structural sources:
EMEA sales decision rights overlap · 9 positions · ~$2.1M
Audit committee merge · 1 quarter slippage · ~$0.9M
Procurement consolidation · 90-day delay · ~$0.6M
What this means for the IC
A 30% haircut on the synergy line, with citations to Bain’s PMI cohort and the specific structural conflicts in the merged graph. Defensible in committee. Placeholder visual; production session keeps a working transcript.

How investors use OrgEdge across the deal lifecycle.

§ Use cases
I.

Pre-deal diligence.

Model the target from data-room artefacts. Score capability against the thesis. Surface structural risks the deck didn’t — orphaned strategy, unclear decision rights, capability gaps under the value driver.

Sub-14-day model build.
II.

Post-merger integration.

Diff acquirer and target. Generate the day-100 plan: which functions merge, which positions duplicate, which decisions reassign. Track synergy realisation against the plan you signed.

org.diff(acq, tgt) · day-100 generated
III.

Portfolio operating standards.

Run the same operating-model assessment across the portfolio. Compare capability scores. Spot the under-managed asset. Move best practice between portcos with structural evidence, not anecdote.

Multi-tenant · benchmarked.
What happens next

Bring the LOI. Both companies modelled in 14 days.

We work under NDA. Send the data room — we model acquirer and target, run the diff, and walk your investment committee through the structural risks and the day-100 plan.

01
Data room
Strategy, org chart, process map. NDA in place.
Day 0
02
Diff
Both companies modelled. Overlap + risk surfaced.
Day 14
03
IC walk-through
Day-100 plan presented to your investment committee.
Day 18