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Founder due diligence for a Series A investment

Client
Smedvig Ventures
Sector
B2B services (investee)
Commissioned by
Investor
Context
Series A investment
Services
Leader due diligence · Executive and board teams

The situation

As part of due diligence on its investment in a fast-scaling B2B services company, Smedvig asked us to assess the founders and recommend how their roles and development should evolve.

What we did

We held a detailed assessment interview with each leader, took references from peers and reports, and used assessment surveys and Hogan psychometrics, alongside a review of the executive team. Each leader was debriefed before reports were submitted, and co-developed a personal development plan.

What changed

This led to an agreed plan for development and C-suite hiring after completion. The company has continued to scale quickly, and the leaders’ roles have evolved in line with our recommendations.

“Scalewell provided a rigorous and insightful assessment of the founders and leadership team during our due diligence process. It allowed Smedvig to confirm post completion planning and support for the company which has supported good growth since.”

Rob Toms
Partner, Smedvig Ventures
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