Give Tiller a consumer target and your investment criteria. It runs the full commercial diligence scope, scores the deal against your thesis, stress-tests the case with a simulated investment committee, and returns the answer: invest, dig deeper, or walk.
The standard commercial diligence scope, cut to the deal: your market definition, your segments, your comparable set. Not a generic category report.
How big, how fast, how resilient: market size and segmentation, penetration, historical growth and forecast, tailwinds, downturn resilience.
Your investment criteria applied to the evidence, so the read answers your screen rather than describing a category.
A simulated investment committee stress-tests the case before you ever see it. Then it's your turn.
Dig deeper
The growth case clears the screen, but two assumptions would not survive IC: margin recovery relies on a price rise not yet taken, and the growth case assumes listings the brand has not yet won.
Every figure in the read traces to a source you can open: retailer listings, shelf prices, market measurement, reviews, filings. Nothing is invented, and gaps are declared, not papered over.
Name the target and your thesis. Tiller drafts the scope it will answer, standardised from how consumer deals are actually diligenced, and you add any question you want on top.
Retailer listings, pricing and promotions, market data, reviews, search and filings, gathered and cross-checked into one evidence base on the target and its competitive set.
The IC-tested view comes back: invest, dig deeper, or walk, with the reasoning and every figure sourced. Keep asking questions until you're satisfied.
Tiller is the answer you get before you commission the warranted diligence, not a replacement for it. It tells you which targets are worth that spend.
Tiller does consumer and nothing else. How pet food, drinks and beauty each segment, what shelf and pricing data mean in each category, where the margin actually sits: the engine carries the knowledge a consumer specialist carries.
Rank the targets before committing partner time. Run the same read across a longlist and see which deals deserve the meeting, on evidence rather than instinct.
Deals that can't carry a six-figure diligence usually get done on judgement alone. Tiller gives them a proportionate, evidenced answer.
An outside-in answer on the market, the competitive set and the demand picture before you pay for the full workstream, so the big spend goes into confirming a case, not discovering one.
Tiller ends with a recommendation you can act on, not sixty charts to interpret. The synthesis is the product.
The read is framed against your own investment criteria: your comparable set, the sub-segments you back, the case you would have to underwrite.
Every number traces to a source. Nothing is invented, and missing data is flagged as missing.
Bring the company you're actually weighing. Book a call and we'll screen it.
Screen a company