SD/SOFTDILIGENCEIllustrative output
A defensibility scorecard.
An investment conclusion.
ExampleCo is an illustrative target. These figures are taken from the SoftDiligence sales deck and do not describe a live company assessment.
Replication estimates
- Demonstration parity
- 3-5 weeks
- Production parity
- 6-12 months
- Commercial parity
- 24+ months
- Replication cost
- $1.2-2.0m
Sources of defensibility
- Proprietary data moat
- Strong
- Technical moat
- Moderate
- Workflow moat
- Low
- Distribution moat
- Strong
Overall defensibility: Moderate
The application layer is substantially more replicable than management positioning implies, but proprietary data and distribution create meaningful commercial defensibility.
A SoftDiligence engagement connects these findings to valuation, the downside case, the IC memo, and negotiation. Actual findings, estimates, and uncertainties depend on the target, available evidence, and agreed engagement scope.