Private Equity Intelligence
Smarter Deals Start with
Private Equity
Due Diligence
Before you commit capital, know the full picture. RisingPlans delivers rigorous digital due diligence for PE firms — so you acquire with confidence, reduce risk, and maximise post-close returns.
Digital Marketing Audit
Full analysis of SEO, paid media, content, and channel performance of your target acquisition.
Revenue Attribution Mapping
Identify which digital channels genuinely drive revenue versus which inflate vanity metrics.
Post-Acquisition Growth Plan
A clear roadmap to scale digital performance and accelerate ROI from day one of ownership.
What We Do
Your Acquisition Doesn't Have to Be a Gamble
Private equity due diligence in digital marketing gives your firm a full 360° view of a target's online presence, channel performance, and revenue-driving capability — before you sign.
RisingPlans combines experienced strategists with proprietary analytics software to uncover blind spots, validate growth assumptions, and identify exactly where digital value is being left on the table.
- ✓ Benchmark the target against real industry data
- ✓ Validate (or challenge) the seller's growth narrative
- ✓ Identify quick-win opportunities that de-risk the deal
- ✓ Receive an executive-ready report your IC can act on
Our Engagement Scope
Digital Maturity Assessment
Scorecard across SEO, PPC, content, social, and martech stack.
Traffic & Revenue Attribution
Verify which channels drive qualified leads and real revenue.
Compliance & Data Hygiene
GDPR, privacy policy, analytics tracking, and martech audit.
Growth Roadmap Delivery
Actionable post-acquisition plan with prioritised opportunities.
Everything Your Investment Committee Needs to Know
Every due diligence engagement is scoped to your deal — but all plans include these four core pillars.
Digital Maturity & Market Position
We evaluate the target's overall digital health — from brand perception to go-to-market strategy — and benchmark it against direct competitors in the same vertical.
- Brand reputation and online sentiment analysis
- Go-to-market strategy assessment
- Competitive positioning and share of voice
- Content strategy depth and topical authority
- Martech stack review and gap analysis
- Customer journey mapping across channels
Digital Maturity Score
Above-average maturity with clear SEO and content upside
Organic Traffic & SEO Health
Understand the true quality and sustainability of the target's organic channel — including whether rankings are algorithmic or artificial, and how exposed the asset is to future updates.
- Organic traffic trend analysis (3-year view)
- Keyword ranking quality and commercial intent
- Backlink profile risk assessment
- Core Web Vitals and technical SEO audit
- Algorithm exposure and penalty history check
- AI search visibility and GEO readiness
Organic Performance
Typical organic growth uplift post-acquisition with our roadmap
Paid Media & Advertising Audit
Identify wasted ad spend, analyse ROAS across channels, and uncover whether the target's paid strategy is scalable or artificially inflating revenue figures ahead of a sale.
- Google Ads account structure and efficiency review
- Paid social performance and audience quality
- ROAS validation and attribution accuracy
- Budget allocation vs. revenue contribution
- Competitive ad intelligence and gap analysis
- Programmatic and retargeting stack review
Paid Media Efficiency
Average ROAS improvement identified through our paid media audit
Compliance, Data & Technology
Regulated industry or not, technology infrastructure and data practices can make or break a deal. We surface risk before it becomes a liability.
- GDPR and privacy compliance evaluation
- Analytics tracking accuracy and data integrity
- CMS, CRM, and martech stack assessment
- Engineering team capability review (on request)
- Cookie consent and data retention policy audit
- Third-party integration dependency mapping
Compliance Health
Critical compliance issues uncovered on average per engagement
Your Search for a PE Due Diligence Partner Ends Here
We combine human expertise with proprietary technology to give your investment committee complete digital clarity.
01
Minimise Investment Risk
Our analysts uncover red flags — penalty history, inflated traffic, attribution gaps — that don't appear in a seller's pitch deck, so you adjust your offer before it's too late.
02
Maximise Post-Close Returns
We don't just tell you what's wrong — we hand you a prioritised growth roadmap so your portfolio company can start compounding digital returns from day one of ownership.
03
Access a Team of Specialists
From SEO and paid media to analytics, compliance, and AI search visibility — you get dedicated experts across every digital discipline, not a single generalist consultant.
04
Full-Service Execution After Close
If you proceed with the acquisition, RisingPlans can immediately step in to execute the growth roadmap — zero handover delay, same team, zero knowledge lost.
From NDA to Deliverable — Here's How It Works
A structured, confidential process designed to move at the speed of your deal timeline.
Kickoff & Scoping
NDA signed. We align on deal timeline, key risk areas, and the depth of analysis required for your IC.
Data Collection
We gather data from analytics platforms, ad accounts, search tools, and proprietary software — no access required from the seller.
Analysis & Synthesis
Senior analysts review findings across all pillars, cross-referencing data with industry benchmarks and competitive intelligence.
Report & Debrief
A clear, IC-ready report delivered with an executive walkthrough — findings, risks, opportunities, and a growth roadmap.
What You Receive at the End of Your Engagement
Everything packaged for straightforward review by your investment committee, deal leads, and operating partners.
Executive Summary Report
A concise, plain-English summary of findings, risk rating, and key opportunities — built for non-technical IC members.
Full Data Appendix
All underlying data, benchmark comparisons, and channel-level breakdowns for your technical and operational teams.
90-Day Post-Acquisition Roadmap
Prioritised quick wins and strategic recommendations with expected ROI timelines to accelerate value creation immediately post-close.
Live Q&A Debrief Session
A dedicated debrief call with senior analysts to walk through findings, answer questions, and validate assumptions with your deal team.
Compliance Risk Register
A structured register of all data, privacy, and technology compliance risks identified — each rated by severity and remediation effort.
Competitive Landscape Brief
Market context, share of voice analysis, and digital positioning of the target versus its two to four closest competitors.
Real Deals. Real Outcomes.
How PE firms and their portfolio companies have used RisingPlans to sharpen investment decisions.
"RisingPlans surfaced three significant compliance issues and an inflated organic traffic narrative that completely changed our offer. The report alone saved us from overpaying by an estimated $1.2M. Invaluable."
Mid-market PE firm, B2B SaaS acquisition
Offer Adjusted Downward
Due diligence identified inflated organic traffic from a paid link scheme not disclosed in the IM.
Organic Growth Post-Close
Executing the 90-day roadmap delivered above-benchmark organic traffic growth within six months.
Turnaround Time
Full report and IC debrief delivered within the deal's due diligence window — no timeline slippage.
Common Questions About PE Due Diligence
Everything you need to know before starting an engagement.