Deal fit checklist
Fit screen
The team needs customer cube, ARR bridge, retention, concentration, churn, forecast support, or buyer Q&A outputs.
Customer-level source files exist and can be shared after NDA and intake setup.
One client-side owner can confirm definitions, exceptions, and delivery scope.
The transaction timeline benefits from a repeatable output pack instead of a blank-workbook build.
Only scanned PDFs, screenshots, or unstructured notes are available.
The team needs legal, tax, accounting, investment, credit, valuation, or securities advice.
No one can confirm revenue definitions, customer hierarchy, or period logic.
The request requires a broad consulting mandate rather than customer-revenue analytics.
Qualification questions
Supported formats
Salesforce, HubSpot, opportunity/account exports, customer owner files, pipeline snapshots, and segment fields.
Stripe, Zuora, Chargebee, invoice exports, ARR/MRR schedules, renewal tables, and usage billing files.
NetSuite, SAP, GL exports, revenue reports, customer revenue by period, product revenue, and management reporting files.
Excel, CSV, TSV, and structured spreadsheet exports with stable customer IDs, dates, product fields, and amounts.
Contract metadata tables, renewal schedules, commercial-term tables, budget files, and forecast workbooks.
Scanned PDFs, screenshots, unstructured email threads, images of tables, payment card data, tax IDs, SSNs, and files without customer-level grain.
Positioning
QoE is broader financial diligence. Wysdome is narrower and faster: customer-level revenue evidence, retention, concentration, churn, and source exception packs.
Consultants can build anything, but often start from a blank workbook. Wysdome productizes repeatable transaction analytics and uses Consulting only when needed.
In-house teams know the deal, but A&A time is scarce. Wysdome reduces tool-build time and repeat workbook rebuilds without adding permanent headcount.
