West Coast Private Equity Firm

The West Coast Private Equity Firm required a comprehensive assessment of a healthcare SaaS vendor transitioning from a legacy platform to a modern, cloud-native solution. Key challenges included:

• Migration Complexity: Incomplete features and tooling raised concerns about the ease and success of customer transition.
• Platform Scalability: Maintaining dual platforms was contributing to technical debt and limiting development velocity.
• Competitive Positioning: Lack of clear product differentiation in a crowded radiology IT market.
• Sales Execution: Unclear metrics around sales efficiency and potential misalignment of incentives.
• Customer Risk: Migration-related friction and support limitations posed churn threats, especially among SMB clients.

Asbury delivered a structured diligence process focused on identifying technical, operational, and strategic risks. Our approach included:

• Infrastructure & Architecture Review: Assessed codebase integrity, cloud performance, and scalability.
• Product Gap Identification: Mapped out missing capabilities critical to enterprise adoption.
• Customer Transition Modeling: Analyzed adoption friction, support burden, and retention risk during platform migration.
• GTM & Sales Analysis: Evaluated international expansion strategy, partner/channel dependencies, and rep productivity.
• Security & Compliance Audit: Flagged issues related to PHI protection, breach history, and regulatory posture.

Asbury's work enabled the West Coast Private Equity Firm to make an evidence-based investment decision, supported by:

• Identification of 6 core risk areas across product, platform, and GTM functions
• Recommendations for roadmap validation and third-party technical audit
• 25+ targeted diligence questions for deeper discovery across functional areas
• Modeling of customer churn risk tied to migration complexity
• Negotiation leverage informed by technical and operational realities