The Capital
Diagnostic
A focused 30-minute conversation with a senior partner to surface your most significant liquidity constraints, quantify the opportunity, and determine whether a full engagement is warranted.
No cost. No commitment. If there is not enough value to justify moving forward, we will tell you.
Request a Capital DiagnosticWhat Happens on the Call
This is not a sales pitch disguised as a diagnostic. It is a structured conversation designed to surface real constraints and quantify the opportunity — or confirm there is not one.
Context Brief
You share your situation — revenue scale, ownership structure, stage, and what is keeping you up at night. We come prepared with questions specific to PE-backed, growth equity, and mid-market environments.
Constraint Mapping
We surface the 3–5 most significant liquidity constraints in real time — working capital cycle gaps, banking relationship limitations, treasury process maturity, or structural capital inefficiencies.
Opportunity Sizing
For each constraint, we estimate the potential release value and implementation complexity. You leave the call with a clear sense of what is trapped, what it is worth, and what it would take to unlock it.
Go / No-Go Decision
If the opportunity justifies engagement, we outline the phased scope. If it does not, we tell you honestly. No soft pitches. No artificial urgency. The diagnostic exists to determine whether working together makes economic sense.
Built for Decision-Makers
Who Need Answers, Not Presentations
The Capital Diagnostic is designed for executives who suspect their capital structure could work harder — and want that confirmed or disproven in 30 minutes by someone who speaks their language.
PE Portfolio Company CFOs
Your sponsor expects working capital improvement within the first 100 days. Treasury is fragmented, cash conversion lags sector benchmarks, and you need a clear view of what can be released and how fast.
Growth Equity-Backed CEOs & CFOs
Your board is asking for capital efficiency metrics that signal institutional maturity ahead of the next raise. Working capital is poorly structured and treasury is not investor-ready.
Mid-Market & Enterprise CFOs
You know liquidity is trapped across the balance sheet but lack the specialist bandwidth to surface and quantify it. Banking relationships have not been renegotiated in years.
Companies Entering GCC / MENA
Multi-currency exposure is creating hidden FX losses and local banking relationships are taking months to establish. Treasury complexity is blocking operational speed in new markets.
The Diagnostic Will Clarify It
If your company has between $10M and $500M+ in revenue and you suspect capital is trapped somewhere in your balance sheet, the diagnostic will surface it — regardless of which category you fall into.
Ready to Surface Your Trapped Capital?
30 minutes with a senior partner. We will identify your top liquidity constraints, estimate the release value, and tell you honestly whether an engagement is worth pursuing.