Assess whether a top customer is actually sticky (d067fc)

Situation

A top customer is actually sticky sits with carve-out separation lead because a QoE that cannot tie revenue to bank cash hit a PE platform evaluating a founder-led SaaS add-on. Evidence is IP ownership vs. contractor agreements; write the M&A Due Diligence Separation and Integration option that extract can carry.

Decision

Carve-out separation lead in a PE platform evaluating a founder-led SaaS add-on must choose Proceed / Reprice / Walk / Hold using IP ownership vs. contractor agreements after a QoE that cannot tie revenue to bank cash.

Hypotheses to test

• The population in IP ownership vs. contractor agreements is the one a QoE that cannot tie revenue to bank cash named, so Proceed follows for this Separation and Integration file.
• The population in IP ownership vs. contractor agreements is adjacent only to a QoE that cannot tie revenue to bank cash; Reprice is the honest M&A Due Diligence call.
• A PE platform evaluating a founder-led SaaS add-on already contained a QoE that cannot tie revenue to bank cash before IP ownership vs. contractor agreements arrived; no new Separation and Integration path.
• Provenance on IP ownership vs. contractor agreements after a QoE that cannot tie revenue to bank cash is broken; do not pick Proceed or Reprice yet.

Analysis required

• Map reps, earnout mechanics, and integration risk a PE platform evaluating a founder-led SaaS add-on would inherit.
• Tie quality-of-earnings, working-capital, and contingent items in IP ownership vs. contractor agreements to a top customer is actually sticky.
• Name the document carve-out separation lead still needs before signing.
• For this M&A Due Diligence Separation and Integration file, read IP ownership vs. contractor agreements against a QoE that cannot tie revenue to bank cash and write the one fact that would move a top customer is actually sticky for carve-out separation lead.

Recommendation

Choose Proceed / Reprice / Walk / Hold on this M&A Due Diligence / Separation and Integration packet (IP ownership vs. contractor agreements after a QoE that cannot tie revenue to bank cash). The follow-on Separation and Integration action is what carve-out separation lead does next: implement the option, assign an owner, and log the missing fact.