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The Differentiator in Diligence: 5 Ways Calibrator Helps Deal Teams Win

by Matt Sommi, Senior Vice President of Client Engagement at Bespoke Partners

The Differentiator in Diligence 5 Ways Calibrator Helps Deal Teams Win

In private equity, speed and certainty often decide the winner. And while most firms have gotten sharper on market mapping, modeling, and competitive positioning, one area still lags in maturity: how we evaluate leadership during diligence.

At Bespoke, we’ve built Calibrator to change that. It’s our answer to a consistent problem we saw across the industry—talent decisions being made based on intuition, vague references, or worse, delayed entirely until after close. With Calibrator, we’ve introduced structure, velocity, and insight into a process that used to be anything but predictable.

Calibrator is the dynamic scorecarding application that uses our Executive Index to deliver AI-driven, validated executive profiles. It gives you comprehensive visibility into the talent pool you cannot get anywhere else.

Here’s how we’re helping the most forward-thinking deal teams gain an edge in diligence and beyond.

1. Bringing Rigor to What Was Once a Gut Call

Too often, talent gets treated as the “soft” part of the deal. But when you peel back the layers on failed investments, leadership missteps are almost always a root cause. Calibrator gives deal teams a structured, benchmarked, and repeatable way to evaluate executives during diligence—not after.

We’re no longer talking in generalities about whether someone is “good in the seat.” We’re comparing their capabilities against a set of empirically derived leadership profiles—grounded in success patterns we’ve seen across hundreds of enterprise software companies. The difference? Deal teams can now anchor decisions in data, not just instinct.

2. Enabling Fast, High-Stakes Decisions

Let’s face it: diligence windows aren’t getting longer. In competitive processes, you may have 7–10 days to evaluate the business—leadership included. That’s where Calibrator’s speed becomes a serious advantage.

We’re turning around initial insights in 72 hours. That’s fast enough to impact a go/no-go decision, influence how aggressively you push in negotiation, or flag critical talent risks before confirmatory work even begins. I’ve sat in partner meetings where Calibrator changed the conversation—and the confidence level—in days, not weeks.

3. Surfacing Leadership Gaps Before They Become Landmines

Too many firms wait until after close to figure out if they have the right team to execute the value creation plan. By then, you’ve already lost time—and possibly leverage. With Calibrator, we’re identifying those capability gaps during diligence.

Maybe the CRO is phenomenal at scaling SMB but hasn’t led enterprise expansion. Maybe the CEO lacks experience in international GTM. These aren’t deal-killers, necessarily—but they are red flags that require a plan. Calibrator doesn’t just assess “fit.” It helps you build your first 100-day roadmap with clarity around who’s ready, who needs support, and where new talent will be essential.

4. Creating Alignment Across the Investment Lifecycle

One of the biggest unlocks we’ve seen? Calibrator creates a shared language between deal teams and operating partners. No more post-close handoffs filled with ambiguity or unspoken assumptions. Everyone’s working from the same playbook.

When you’re aligned on the leadership thesis from day one, you accelerate execution. You avoid the missteps that come from misaligned expectations. And you create space for operating partners to lead proactively, not reactively.

Executive Index + Calibrator, AI-Driven Market Mapping Platform
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5. Making Talent a Trackable Metric, Not Just a Narrative

Leadership isn’t soft—it’s strategic. But it’s been hard to measure, let alone track over time. Calibrator changes that.

We’re codifying executive fit into measurable criteria that can be revisited across the hold period. It helps inform succession planning, highlights development areas, and enables more consistent benchmarking across portfolio companies. In short, it brings leadership out of the shadows and into the boardroom—where it belongs.

Closing Thoughts: What Winning Looks Like

 

The firms that win in this market won’t just be the ones who spot good businesses. They’ll be the ones who know how to back the right leaders at the right time.

That starts in diligence—not post-close.

Calibrator isn’t just helping deal teams see the leadership picture more clearly. It’s helping them act with more confidence, more speed, and more alignment. And in this environment, that edge is everything.

If you have questions about a current asset or need to dig deeper on the talent stack of a target, reach out—our team would be happy to walk you through the Calibrator approach.

Authored by:

  • Senior Vice President

    Based in Philadelphia, Matt helps lead Bespoke’s client engagement efforts across the firm’s suite of services.

    Prior to joining Bespoke, Matt spent 8 years in research and business development at GLG, supporting private equity due diligence efforts and building relationships with GLG’s middle market private equity firms.