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For PE Firms With Active Deal Flow

Amazon DD capability.
Always on. Always ready.

For PE firms with consistent consumer brand deal flow, assembling Amazon DD capability deal-by-deal is inefficient and inconsistent. The PE DD Retainer Program gives you always-on, priority Amazon channel diligence — with standardized reporting your deal team can use across every deal.

Discuss the Program See Per-Deal Pricing
Program Details
Monthly Investment$20,000
Minimum Term12 months
DD EngagementsPriority scheduling
Report FormatStandardized
Portfolio AdvisoryIncluded
Deal Review CallsOn demand
The Problem With Per-Deal DD

Why assembling capability deal-by-deal creates risk

When Amazon DD is assembled fresh for each deal, the quality, depth, format, and speed are inconsistent. For firms doing multiple consumer brand deals per year, that inconsistency has a cost.

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Speed Inconsistency
Deal timelines don't accommodate advisor availability. When LOI windows are tight and your Amazon DD provider isn't immediately available, deals slip or close without adequate channel diligence.
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Reporting Inconsistency
Different providers produce different report formats, different risk frameworks, different valuation impact methodologies. Your investment committee can't compare findings across deals when the language and structure changes every time.
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No Institutional Knowledge
Per-deal DD doesn't build pattern recognition across your portfolio. A retained advisor who has seen your deal flow develops category-specific benchmarks, competitive landscape knowledge, and portfolio-level insights that a one-time engagement can't provide.
What's Included

Everything your deal team needs, ready when you need it

01
Priority DD Scheduling
Retainer clients receive priority scheduling for all DD engagements. When a deal goes live, you have guaranteed capacity within 24 hours of engagement — not subject to availability. Standard and Enterprise DD packages are included within the retainer at preferential rates.
02
Standardized Reporting Framework
Every engagement uses the same report structure, risk framework, and valuation impact methodology. Your investment committee sees consistent, comparable analysis across every deal. Findings are benchmarked against our deal database — "how does this brand's PPC efficiency compare to category norms" becomes an answerable question.
03
Portfolio Company Advisory
Beyond DD, retainer clients have access to strategic advisory for existing portfolio companies. Monthly portfolio Amazon reviews, strategic input on channel decisions, and direct access to the advisor who knows your portfolio's history and benchmarks.
04
Deal Review & Screening Calls
On-demand calls for early-stage deal review — before you commit to full DD. We can review a CIM, assess an Amazon channel at a high level, and tell you whether the channel justifies deeper diligence. This screening function alone often pays for the retainer.

Built for firms doing three or more consumer brand deals per year.

If Amazon is a material factor in your consumer brand deal flow, the retainer program is almost always more efficient than per-deal engagement. The conversation takes 30 minutes.

Discuss the Program See Per-Deal Pricing Instead
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