QNT/L ADVISORY · PRIVATE EQUITY PRACTICE

    MEASURE THEREVENUE MACHINEACROSS THEHOLD.

    QNT/L gives private equity firms an independent, evidence-backed view of revenue architecture before acquisition, through ownership, and ahead of exit. Surface commercial risk before you buy. Identify structural constraints while you hold. Document what changed before the next buyer prices it. Management describes the machine. QNT/L measures the architecture. 

    PORTFOLIO REVENUE ARCHITECTURE RISKQ3
    P-01RA-A
    82
    CONSTRAINT · MOTION INTEGRITY
    P-02RA-BB
    69
    CONSTRAINT · EXECUTIVE CONTINUITY
    P-03RA-B
    61
    CONSTRAINT · INSTRUMENTATION QUALITY
    P-04RA-CCC
    47
    CONSTRAINT · THESIS CLARITY
    ILLUSTRATIVE PORTFOLIO VIEW  ·  ANONYMOUS CLIENT DATA
    REVENUE ARCHITECTURE FOR PRIVATE EQUITYSCROLL ↓
    CH.01 — THE PREMISE

    EVERY DEAL PRICESA MACHINE NO STANDARD INSTRUMENT HAS RATED.

    The market gets a TAM study. The financials get a quality of earnings. Management gets referenced. The revenue machine that has to produce the returns changes hands sight unseen.

    The pattern that follows is documented across the B2B economy. The plan slips. The CRO is replaced. The search takes two quarters. The new operator inherits the same architecture, and a year of the hold is gone. The system that caused the miss is never examined. It is re-staffed.

    A quality of earnings tells you the revenue is real. It does not tell you the machine can repeat it. QNT/L rates the machine.

    THE MARKETTAM ANALYSIS
    THE FINANCIALSQUALITY OF EARNINGS
    THE MANAGEMENTREFERENCE CALLS
    THE REVENUE ARCHITECTURERA-RATED
    18-25 mo
    MEDIAN CRO TENURE. HBR, PAVE VIA SAASTR
    62%
    OF COMPANIES SEE GROWTH DECLINE OR STAY FLAT THE YEAR AFTER A CRO CHANGE. HBR, 2024
    1 in 4
    U.S. REPS MADE QUOTA LAST YEAR. SALESFORCE, 2026
    CH.02 — THE ENGAGEMENT ARCHITECTURE

    FOUR LAYERS.ONE INSTRUMENT.

    The methodology, the evidence pipeline, and the corpus are constant. The only variable is where in the hold period the instrument enters.

    01

    REVENUE ARCHITECTURE DILIGENCE

    Will the architecture carry the revenue case being underwritten?

    Delivered inside the deal window in committee-grade form: five dimension scores, a composite, the constraining dimension, and the evidence behind every claim. It reads like a rating action, not a consultant's deck.

    PRE-CLOSE · IC-GRADE
    $50K-$150K
    SCOPED TO TRANSACTIONDEAL-WINDOW DELIVERY
    02

    100-DAY REVENUE ARCHITECTURE

    The flaw is documented. Fix it while the mandate is fresh.

    Remediation begins with the diligence findings in hand. No discovery phase. No relearning the business on your invoice. The first board meeting sees the plan; the second sees movement.

    POST-CLOSE · DESIGN + OPERATE
    $150K-$500K
    FIRST 100 DAYSDILIGENCE-CONTINUOUS
    03

    PORTFOLIO ARCHITECTURE REVIEW

    Which company needs operating attention this quarter?

    The full portfolio, rated on one table: composite, grade, constraining dimension, ranked exposure. The reading takes a partner meeting. The argument it settles usually takes a year.

    FUND LEVEL · RANKED
    PER COMPANY
    10-30 COMPANIESONE RISK TABLE
    04

    CONTINUOUS PORTFOLIO INTELLIGENCE

    What changed since last quarter, and what does it mean for exit?

    Standing coverage. Ratings refresh, deltas surface, and leadership churn or pipeline drift shows up as movement on an instrument rather than a surprise in a board pack.

    QUARTERLY · STANDING
    ANNUAL
    DELTAS, NOT SNAPSHOTSEXIT READINESS
    CH.03 — THE INSTRUMENT

    BUILT TO SURVIVEAN INVESTMENTCOMMITTEE.

    An advisor's opinion is worth what the advisor is worth. An instrument is worth what it can withstand.

    Every observation carries a verbatim source quote. Every claim is classified by its epistemic status: observed data, composite synthesis, vendor claim, interpretation, or projection. The methodology is versioned; when it changes, prior ratings are archived, not overwritten. An observation without a source cannot be written.

    This is the same methodology that rates public software companies in the open, on the record, at the Index. Ratings and advisory are governed separately: a rating can never be purchased, improved, or suppressed by commercial relationship. That independence is what makes the instrument citable in a committee memo.

    READ THE FULL METHODOLOGY →
    20%
    THESIS CLARITY
    Does the thesis survive a CEO transition?
    30%
    MOTION INTEGRITY
    Do pricing, channel, sales cycle, and expansion tell the same story?
    15%
    EXECUTIVE CONTINUITY
    Can the team carry the motion long enough for it to compound?
    20%
    MARKET ALIGNMENT
    Is the market actually arriving at the thesis the company is selling?
    15%
    INSTRUMENTATION QUALITY
    Does the measurement system generate decisions or just dashboards?
    CH.04 — THE EXHIBIT

    THIS IS WHATA CLAIMLOOKS LIKE HERE.

    Most advisors ask you to take their judgment on faith. QNT/L would rather show you one unit of it.

    Below is a single observation from the public rating of Datadog: quoted verbatim from an SEC filing, sourced, classified, weighted, and traced to its consequence. There are 237 of these behind that one rating, drawn from 14 independent source domains. Every rating in the Index is built the same way. Every one of them is public.

    Provenance is enforced at the schema level: an observation without a source cannot be written. Audit the work before the first call.

    INSPECT THE FULL DATADOG RATING →
    237
    OBSERVATIONS BEHIND THIS ONE PUBLIC RATING
    14
    INDEPENDENT SOURCE DOMAINS · QUALITY GATE PASSED
    ±5
    PUBLISHED CONFIDENCE · WIDER THAN ±10 IS NEVER PUBLISHED
    OBSERVATION · EXHIBIT ADATADOG · RA-A · 80/100 · METHODOLOGY V3.1-ARCHITECTURE

    “Our success and future growth depend largely upon the continued services of our executive officers, particularly Olivier Pomel, our co-founder and Chief Executive Officer, Alexis Lê-Quôc, our co-founder and Chief Technology Officer, and David Obstler, our Chief Financial Officer…”

    SOURCE
    SEC.GOV · COMPANY DISCLOSURE
    CONFIDENCE
    HIGH
    DIMENSION
    EXECUTIVE CONTINUITY · 15% WEIGHT
    DIMENSION SCORE
    35/100

    Corroborated by multiple officer-change disclosures inside eighteen months and no observable succession plan, this dimension scored 35 and held the composite at 80: RA-A. Score it 85 and the same arithmetic reads 88: RA-AA. The rating is constrained by one dimension. The dimension is constrained by evidence you can read.

    PLATE 01 · QNT/L IMAGE ARCHIVE

    THE ARCHITECTURETELLS THE TRUTHEVENTUALLY.

    You can hear it at exit, or you can hear it now. The difference is measured in hold years. One conversation starts the engagement. Conflicts are checked before anything else.

    SCHEDULE AN ENGAGEMENT →
    SELECT ENGAGEMENTS · CONFLICTS CHECKED FIRST
    ADVISORY AND RATINGS GOVERNED SEPARATELY · A RATING IS NEVER FOR SALE