GTM Due Diligence Software
Accelerate Deal Analysis with AI-Powered Diligence
Discern transforms raw CRM exports and Excel files into investor-ready analysis in minutes, not hours. Purpose-built for private equity, our GTM diligence platform equips deal teams with fast, objective insights into revenue performance, pipeline health, and forecast reliability.
The High-Stakes Reality of PE Due Diligence
In today’s competitive market, speed-to-decision is critical. But while timelines compress, expectations for analytical rigor continue to rise.
The challenge? Due diligence teams are still spending hours wrangling inconsistent pipeline data, manually building Excel models, and relying on management’s subjective forecasts.
Discern eliminates that friction. Developed by GTM and analytics professionals, Discern automates pipeline diagnostics, forecast validation, and trend analysis—delivering data-backed insights that withstand IC scrutiny.
Whether you’re evaluating a company over a weekend or prepping a deep dive for Investment Committee, Discern helps you move fast without sacrificing precision.
Key Capabilities Designed for PE Use Cases
AI-Powered Data Ingestion
Upload CRM exports, Excel files, or integrate systems directly. Discern adapts to target company workflows, not the other way around.
Automated Pipeline Analytics
Instantly surface clean, auditable insights across conversion rates, win/loss trends, sales velocity, and pipeline quality. No formulas or formatting required.
Revenue Forecasting
Pressure-test projections with AI-driven models that generate forward-looking forecasts, scenario outputs, and cohort-level trends.
Data Integrity Checks
Identify stale deals, irregular close patterns, and outliers to improve accuracy and eliminate noise from the analysis.
Historical Trend Analysis
Quantify momentum and seasonality by slicing historical bookings, pipeline progression, and sales team performance over time.
Presentation-Ready Outputs
Generate branded slides in minutes, pre-formatted for deal reviews, IC decks, and stakeholder briefings.
Why Leading Firms Choose Discern for GTM Diligence
Deeper Commercial Insight
Go beyond surface-level metrics. Discern’s analytical depth helps uncover revenue drivers, GTM risks, and execution gaps earlier in the process.
Faster Turnaround, Fewer Bottlenecks
Cut diligence cycles from days to hours. Discern streamlines analysis, so your team can focus on what matters—valuation, investment theses, and risk mitigation.
Independent Forecast Validation
Test management’s assumptions with independent forecasts and actual performance benchmarks—building confidence in your underwriting.
Comparability Across Deals
Apply a standardized lens across all commercial diligence workstreams, allowing for consistent evaluation and faster deal prioritization.
Strategic Leverage for Deal Teams
Shift high-value professionals away from spreadsheet cleanup and into deeper scenario modeling, strategic planning, and value creation ideation.
Extend Into Post-Close Value Creation
Keep Discern connected post-investment to monitor pipeline quality, flag GTM risks early, and track against value creation plans.
Discern FAQs
Excel exports, standard CRM reports (e.g., Salesforce, HubSpot), or direct integrations.
Most outputs generate in under 10 minutes once data is uploaded.
Minimal. A single CRM export or data pull is typically enough.
Discern is built for real-world data—our system flags and adjusts for gaps, outliers, and inconsistencies automatically.
Yes. Discern can plug into portfolio company CRMs to support post-close tracking and ongoing commercial analysis.
Confident Decisions Start With Clear GTM Analysis
Book a walkthrough to see how leading PE firms use Discern to move quickly, validate growth assumptions, and deliver diligence that stands up to IC—and beyond.
Industry FAQs
PE/VC due diligence refers to the process private equity or venture capital firms use to evaluate a potential investment’s risks, opportunities, and future performance—typically under tight timelines and based on limited data access.
GTM diligence focuses on a target company’s sales pipeline, marketing efficiency, customer segmentation, and forecast accuracy. It requires a different analytical toolkit than financial or legal diligence.
Sales pipeline health often determines future revenue—and directly impacts valuation. Inconsistent pipeline metrics can obscure risks or overstate opportunity, making accurate GTM analysis critical.
Many firms still use Excel and pivot tables, but leading teams are adopting tools like Discern to automate pipeline analytics, forecasting, and presentation creation.
Discern eliminates manual analysis work, ensures consistent methodology across deals, and provides faster, deeper insights into sales performance and revenue forecasting.
On the other hand, Discern’s customizable KPI analytics offer SaaS companies a cost effective solution to automatically calculate, monitor, and report on KPIs.
Yes. Post-close, Discern integrates with portfolio CRMs to support live monitoring, value creation tracking, and performance benchmarking across investments.