Diligence Projects
Active commercial due diligence evaluations, expert testimony logs, and audit-ready Delta Reports.
Vietnam Q-commerce market entry & unit economics
Comprehensive diligence on dark store economics, 20-min delivery moat feasibility, and gig-labor regulatory exposure under Circular 47/2025.
Indonesian payments — QRIS merchant acquiring margins
Investigating whether independent fintechs can maintain gross margins given Bank Indonesia's proposed 0.3% MDR cap adjustment.
Philippine MSME neo-banking credit loss provisioning
Validating unsecured lending non-performing loan (NPL) models against true collection recovery rates in Metro Manila vs Cebu.
Solar EPC commercial rooftop customer acquisition cost
Commercial due diligence memo testing whether customer payback periods remain sub-3-years after tariff adjustments.
Compounding Insights Library
142 verified claims and expert assertions indexed across all your past deals.
“Hanoi dark-store break-even requires ≥1,600 orders/day vs HCMC 1,200 due to 35% lower average basket sizes.”
“Circular 47/2025 gig-worker draft rules add 14-18% unpriced statutory costs to platform courier fleets.”
“Standalone QRIS acquiring yields negative gross margins unless cross-subsidized by working capital lending.”