The PE Post-Deal Commercial Checklist

Most Private Equity firms have a detailed plan for finance, HR, and IT integration post-close.

The commercial engine? It gets pushed to "phase two." By month six, the problems are already baked in.

This checklist covers the commercial work that should happen in the first 90 days:

• Identifying where revenue is actually coming from

• Auditing CRM data quality

• Mapping your full sales ecosystem (direct, distributors, channel)

• Reviewing pricing and discount drift

• Spotting founder-dependent relationships before they become risks

• Finding quick wins that show value before the next board meeting

Built from real engagements with PE-backed portfolio companies in the $10M-$100M range.