SBI Wayforge™ Diligence
Commercial Intelligence in Days, Not Weeks
Rapid, data-driven assessment of growth potential, GTM scalability,
and value creation opportunities. Once VDR access is granted,
deliver defensible insights in under one week.
Rapid, data-driven assessment of growth potential, GTM scalability, and value creation opportunities. Once VDR access is granted, deliver defensible insights in under one week.
The Diligence Challenge
Deal teams need to quickly understand whether a company can meet its growth plan, but commercial diligence is slow, manual, and incomplete. VDR data is inconsistent, interviews are subjective, and benchmarking takes weeks. Critical GTM questions around pipeline sufficiency, productivity, pricing, churn risk, and scalability often surface too late, creating uncertainty in the deal thesis.
Traditional Diligence
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2-3+ weeks turnaroundHeavy reliance on manual analysis
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Limited depthShallow benchmarking, high-level insights
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Incomplete viewSubjective interviews, inconsistent data
SBI Wayforge™ Diligence
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Under 1-week deliveryAutomated analysis of all GTM dimensions
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Complete assessment360° view across all GTM systems and VDR sources
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Quantified leversARR uplift and cost impact modeled with confidence
What's Included
A complete commercial assessment covering every dimension of GTM performance.
Data Ingestion & Normalization
Loads and structures CRM, bookings, customer master files, funnel data, pricing, role definitions, and management presentations.
GTM Benchmarking
Pipeline coverage, win rates, seller productivity, quota attainment, capacity, efficiency ratios, and cost-to-sell vs. SBI benchmarks.
Growth Viability Assessment
Evaluates pipeline sufficiency, conversion rates, forecast realism, and seller yield to validate plan achievability.
Commercial Efficiency Analysis
Identifies inefficiencies in overlays, span of control, role mix, and tech stack. Quantifies cost takeout opportunities.
Pricing & Margin Insight
Assesses pricing realization, discounting behavior, elasticity by segment, margin leakage, and packaging opportunities.
Value Creation Roadmap
Quantified, sequenced levers for growth, cost, pricing, channel, talent, and operational efficiency with modeled ARR/cost impact.
Key Differentiators
End-to-End Analysis in Under One Week
Traditional diligence takes 2-3 weeks and relies on manual modeling. SBI Wayforge™ delivers full commercial assessment—pipeline, productivity, coverage, pricing, churn, channel, segmentation, org design—in less than one week by automating analysis across every GTM dimension.
Unified Analysis Across All Systems
Most diligence relies on CRM exports and interviews. SBI Wayforge™ ingests structured and unstructured data from CRM, funnel files, customer data, pricing, org charts, financials, support systems, and interview transcripts for a 360° GTM view no other provider replicates.
Benchmarked Against SBI's Library
Benchmarks pipeline coverage, productivity, attainment, efficiency metrics, cost-to-sell, channel maturity, and pricing elasticity against SBI's proprietary GTM benchmarks. Competitors cannot match this comparative dataset.
Predictive Growth & Scalability Levers
Surfaces bottlenecks and actionable levers such as org design misalignment, overlay impact, territory imbalances, underperformer concentration, pricing leakage, and productivity ceiling points. Goes beyond "what is happening" to reveal "what to do next."
Expected Outcomes
- Validate the growth plan with confidence by assessing pipeline sufficiency, conversion patterns, and seller productivity
- Improve investment accuracy by identifying where the commercial engine can scale and where it will break
- Uncover cost and efficiency opportunities through org design, overlays, span of control, and role mix analysis
- Strengthen pricing and margin performance by revealing discounting leakage and elasticity patterns
- Reduce post-close execution risk by identifying churn risks and gaps in renewal motions
- Accelerate value creation by quantifying revenue and cost levers for the 100-day plan
- Shorten diligence cycles from weeks to days with automated, benchmark-driven insights
- Make faster, more confident deal decisions with unified GTM signals in one investor-ready assessment
SBI Wayforge™ Diligence FAQs
Common questions about commercial diligence with SBI Wayforge™