A living investment case —
from teaser through exit.
Diligence, portfolio intelligence, and value creation for lower middle market private equity.
Why ThesisIQ
Lower middle market investing demands speed, judgment, and discipline — with far fewer resources than large-cap funds. Yet most teams still rely on fragmented analysis, manual work, and one-off processes.
The result is effort without compounding insight.
What breaks today
Too many deals, too little depth
Lower middle market funds review far more opportunities than they can deeply assess. Promising deals often fall away late, after significant internal effort. Speed improves, but conviction suffers.
Early diligence is manual and inconsistent
Before external advisers are engaged, teams rely on internal analysis that varies widely by deal and by individual. Insights live across documents, inboxes, and personal notes. Knowledge is rebuilt repeatedly instead of compounding.
Limited visibility into markets and competitors
Most funds lack systematic ways to track how markets, competitors, and regulations evolve between deals. Signals are discovered late and usually reactively. Strategic awareness depends too heavily on manual effort.
Value creation plans don't stay alive
Value creation plans are created with care, then slowly drift out of focus. Execution, ownership, and measurement are hard to maintain across a growing portfolio. What was meant to drive returns becomes static documentation.
Heavy reliance on management narratives
Portfolio companies are operationally stretched and rarely equipped for structured market or competitive insight. Information arrives late, partial, or overly optimistic. This creates blind spots at precisely the wrong moments.
Small teams under constant load
Lean teams juggle sourcing, diligence, portfolio work, and reporting with limited support. Processes are hard to standardise and harder to sustain. The real cost is lost throughput and partner time.
What changes
Faster conviction. Earlier clarity.
One persistent view of the investment case — from first read to IC and beyond. Built to support both diligence and post-close execution.
Privacy
Your deal data stays private.
Designed for confidentiality and controlled access. No public sharing. No client-to-client mixing.
Request Early Access
We're working with a small group of lower middle market firms.