Building a due diligence service for first-time SaaS buyers

The due diligence gap for first-time buyers is real - they're often making a 0-100K decision based on a Stripe screenshot and a Loom walkthrough. That's not enough to underwrite the risk.

The seller side of this is also broken: most solo founders trying to exit don't have the data organized to make due diligence easy. Revenue per customer, NRR trend, churn reasons, client concentration risk - these are things a buyer needs, but they're rarely structured in a way that tells a clean story. Archaeology instead of reporting.

What changes the outcome: founders who've been tracking their revenue properly from the start. A dashboard that shows MRR, NRR, client attribution, and churn history turns a stressful due diligence process into a data room you already have.

Building a revenue dashboard into a Solopreneur OS for exactly this reason. Not because everyone is planning to sell - but because the same visibility that makes your business well-run also makes it sellable if you ever want to.

What's the most common gap you see on the seller side - missing historical data, inconsistent accounting, or something in how the business is documented?

The customer concentration risk piece is where most sellers get surprised. They've never systematically tracked which clients account for what percentage of revenue because it all just 'felt fine' while it was growing.

This is actually a systems problem upstream of the due diligence event. Solo founders at $0-5K MRR who don't have a revenue database that links clients to projects to tasks have no way to answer 'what percentage of our MRR is client X?' without doing a manual spreadsheet reconstruction.

I'm building a Notion OS for solopreneurs specifically to have this data before they need it: six linked databases (clients, projects, tasks, revenue, decision log, weekly review). Revenue entries link to client records, so concentration risk is visible in real time, not reconstructed for a DD package.

For your service: do you see buyers walking away from deals more because of the hard flags (inflated Stripe numbers) or the soft ones like customer concentration and tech dependency?

I know a couple of first-time SaaS buyers who are currently evaluating a deal, and they might be willing to answer your questions for free. Happy to pass them along if you'd like.

This is a real trust problem.

First-time SaaS buyers do not just need more checks.
They need confidence before they wire money.

The strongest part here is not the 30-minute review.
It’s risk translation.

That’s the piece buyers actually pay for:
“what could go wrong, and how serious is it?”

If you build this beyond free audits, I’d be careful with the brand layer too.

A due diligence product has to feel credible before the buyer shares deal data.

Beryxa.com would fit this direction well if you ever want it to feel more like a serious SaaS acquisition trust layer than a lightweight audit service.