Your edge
at the table.

The working documents we hand our own clients. The questions, the request lists, the math, the field guides, and the feedback that change how a process runs.

Tools to create value before your process.

The permanent equity field guide.

Field Guide 22 pages · PDF

We interviewed the firms that buy software companies and never sell them. What they pay, how they win deals, and the questions to ask before you take the meeting.

Inside the permanent equity field guide:
  • The retention bar every firm screens first
  • The entry multiples and IRR they underwrite
  • Six reasons these deals die before price
  • Five operating playbooks under one label
  • Firm-by-firm reads on active buyers
  • The diligence questions to run on them
Beyond the toolkit

The resources are the start.

These documents do the groundwork. The process does the rest. When you’re ready to put real leverage behind a conversation, that’s the call worth taking.

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Quiet Leverage.

The deal terms that quietly move value, monthly, from Shane. No spam, no marketing, no padding. Just the writing that founders actually keep.

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