GTM Intelligence for the Investor (VC/PE)
Product, market, and team get rigorous diligence. GTM system architecture rarely does. That blind spot costs investors money. Caugia is the venture-grade GTM diagnostic tool, fast, external-signal only, calibrated against the public benchmark literature.
The investor lens: Level 1 DD on any portfolio target without their cooperation, GTM red-flag detection, and the methodology that makes the output defensible at IC.
Recommended reading
GTM Due Diligence: What VCs Miss
Product, market, team get rigorous DD. GTM rarely does.
Read → DiagnosticThe Hidden Cost of GTM Misalignment
EUR 30M companies leak EUR 6M annually without knowing it.
Read → Category ShiftFrom Diagnostic to Operating System
Why the deck-based diagnostic era is ending.
Read → FrameworkThe GRIP Framework
The diagnostic model behind every Caugia DD output.
Read → MethodologyGRIP Framework: Calibration Methodology
Every per-vertical constant cited to a named source.
Read →Per-vertical focus
SaaS B2B portfolio: Caugia’s constants are calibrated to the public Rule-of-40 dispersion data and SaaS benchmark literature. Same anchors most B2B SaaS DD frameworks reach for, but applied deterministically.
DTCDTC portfolio: DTC cohort data (n=188, EUR 5-15M ARR) anchors the per-vertical constants. Drag-to-fix half-life is roughly 4 months vs SaaS’s 9.
Fintech B2BFintech B2B portfolio: regulatory risk is structural. Caugia surfaces compliance posture, sandbox-to-prod ratio, and integration partnership health, the variables that explain post-investment outcome variance per Fintech recovery research.
Professional ServicesProfSvc portfolio: linear-scaling realities mean utilisation and engagement margin dominate. PS maturity benchmarks anchor the calibration. K_DRAG = 0.50 reflects the absence of compounding flywheel risk.
Questions buyers in this role ask
How does Level 1 DD work?
Level 1 GTM Due Diligence pulls from external signals only, AI visibility, review platforms (G2, Capterra, Trustpilot), competitive position, public hiring patterns, exec turnover, down rounds, growth trajectory. No cooperation from the company. Output in 4-6 minutes.
Can I assess a portfolio company without their cooperation?
Yes, that is the design. The Level 1 DD is what an investor uses to triage a portfolio or assess a competitor. Full diagnostic with 265-question scoring requires the company’s participation.
What are the red flags Caugia surfaces?
Exec turnover spikes, declining AI Answer Market share-of-voice, deteriorating review narrative (sentiment + volume), competitor displacement in comparison queries, public hiring contractions, and structural GRIP weakness against the per-vertical benchmark band.
How is the math defensible to my IC?
Every constant in the framework, K_DRAG, dimension weights, recovery factors, cites a named public source. The calibration article documents each anchor. The Phase 2 cohort backtest in Q3 2026 narrows the confidence bands against observed customer outcomes.
Run DD on any company in 2 minutes
External-signal only. No cooperation needed. The same DD engine the staged VC demos use.