Skip to main content

Genesis Advisory

Commercial Due Diligence (CDD)

Targeted CDD: Construction Software Red Flags Report

Genesis Advisory supported a Private Equity investor in assessing market demand, white space and product-market fit for a construction project and financial management software provider through a targeted survey-led pre-exclusivity workstream.

THE PROBLEM

Product-market fit and commercial viability in a fragmented construction software market.

OUR APPROACH & SOLUTIONS

Survey-led primary research to test investment hypotheses ahead of confirmatory diligence

Pre-Exclusivity CDD Support

Primary Research — Survey-Led

Expert Input & Hypothesis Validation

  • Designed and executed a targeted workstream to test key investment hypotheses ahead of confirmatory diligence
  • Assessed market opportunity and positioning across mid-market and SMB construction segments
  • Validated pricing strategy, SaaS transition impact and expansion opportunities
  • Designed and conducted a survey of approximately 250 construction software buyers and users
  • Quantified demand, white space and product-market fit across segments
  • Assessed scalability and right-to-win in target markets
  • Conducted targeted expert interviews to inform survey design and provide market context
  • Integrated findings to assess product-market fit, white space and pricing potential
  • Identified key risks and commercial model constraints for the Investment Committee

Pre-Exclusivity CDD Support

  • Designed and executed a targeted workstream to test key investment hypotheses ahead of confirmatory diligence
  • Assessed market opportunity and positioning across mid-market and SMB construction segments
  • Validated pricing strategy, SaaS transition impact and expansion opportunities

Primary Research — Survey-Led

  • Designed and conducted a survey of approximately 250 construction software buyers and users
  • Quantified demand, white space and product-market fit across segments
  • Assessed scalability and right-to-win in target markets

Expert Input & Hypothesis Validation

  • Conducted targeted expert interviews to inform survey design and provide market context
  • Integrated findings to assess product-market fit, white space and pricing potential
  • Identified key risks and commercial model constraints for the Investment Committee

THE RESULT

Clear view of what needed to be true for the investment case

Genesis found strong demand for real-time project financial management with clear pricing power and high retention, but constrained switching appetite limiting near-term share capture. Significant white space was identified in the SMB segment, with success contingent on simplifying product, pricing and delivery. The balanced assessment enabled the client to have a clear view of what needed to be true for the investment case.

Explore Case Studies

COMPANY

Our Approach

Corporate Strategy

Growth Strategy

M&A Advisory

View All Services

Careers

Your Career

Experienced Hire

Students and Graduates

CONTACT US