Product-First Advisory

Every time capital moves, one question decides whether it turns into value:

Can the product organisation actually convert capital into growth?

WorkTech is a sector specialist and product-first advisory firm for investors and founders scaling technology businesses. We look past the stack to the thing that actually moves valuation: product capability.

The Problem

Traditional tech due diligence checks don't go far enough...

We were founded on a simple belief: the traditional advisory model - generalist M&A consultants and tech due diligence providers bolted onto a deal process - is no longer built for how value is actually won or lost.

The numbers back this up. Commonly cited industry estimates put M&A failure rates as high as 70–90%, with the top two drivers being:
  • Inadequate due diligence
  • Poor post merger integration
These two are the exact gaps a product-first lens closes.

The outcome - overpricing of the deal - is cited as the single biggest driver of destroyed value.
You can't price or value a deal correctly if you don't understand the full implications of these two factors.

The Bridge

The Three Moments Capital Moves

Money Coming In
Capital Raised
Investors
Buy-side diligence: is the shortlist on point and is the target's product capability worth the price?
Founders
Post raise deployment: is fresh capital converting into product progress, not drift or scope creep?
Money At Work
Value Creation
Investors
Portfolio value creation: is the product/GTM engine compounding value, quarter over quarter?
Founders
Business value creation: is the product actually solving churn and unlocking growth?
Money Going Out
Exit / Sale
Investors
Sale readiness: will the product story survive a buyer's diligence — and hold its valuation?
Founders
Exit readiness: does the product narrative stand up to buyer or investor scrutiny before they apply it?
For Investors

Know what you're really buying, growing, or selling.

FIND
Informed targeting
Our unrivalled Market Intelligence tells us where to look. Relationships and networks other advisory firms don't have get us in the room.
BUY
Buy-side due diligence
Traditional tech DD checks the stack. We check whether the product organisation can find, prioritise, and ship the right things.
GROW
Portfolio value creation
Shared operating practices, GTM synergies, product operating model efficiency, real AI adoption.
SELL
Exit-readiness review
Pressure-testing the proposition, product story and operating system the way a buyer's diligence team will, before they do.
For Founders & CEOs

Find out what's really driving - or blocking - your growth and valuation.

DEPLOY
Capital deployment
Making sure fresh capital converts into product progress, not drift or scope creep.
GROW
Business value creation
Independent deep product audit, operating model efficiency, product/GTM integration, team structure, AI adoption assessment.
SELL
Exit-readiness
Exit-readiness audit that stands up to buyer scrutiny — plus help finding and shortlisting the right acquirer.
The Framework

The Product Value Engine

Seven pillars determine whether product capability compounds - or bleeds - value.

01
Vision
Is the problem and opportunity space clearly defined?
02
Strategy
How do opportunities get turned into product value for customers?
03
Prioritisation
How are build decisions made, and are they right?
04
Go-to-Market Integration
Is there a clear line of site from the problem to customer value?
05
Adoption & Growth
Is success measured, and is it working?
06
Risk
How well is churn, tech debt, and UX friction managed?
07
AI Capability
Is AI genuinely accelerating product and engineering - or is it a slide in the deck? We look for real usage, workflow integration, and measurable edge.
About Us

WorkTech is a sector specialist and product-first advisory firm built for the way capital actually moves through technology businesses today.

We bring a different lens, built on two things that generalist advisors don't have:

SECTOR EXPERTISE
WorkTech is one of the fastest-growing sectors, yet traditional investment banks and M&A consultants rarely have real operator experience in this domain. We believe that experience is what makes the difference between a checklist and a genuine read on risk.
PRODUCT EXPERTISE
A strong technology stack is table stakes today. We look past the stack to the thing that actually moves valuation: product capability - how an organisation identifies, prioritises, and delivers value to its customers.

A single thread from first read to exit

Market Intelligence
Deep and up to date sector insight
Target Selection
Unrivalled access to potential targets or buyers
Product/GTM DD
Deep proprietary and sector focussed DD model
Post Deal Integration
Operational capability to deliver immediate value
Value Creation
Deploying capability across the portfolio/organisation

We work end-to-end - from first read on the market through to exit - for investors and founders alike.

The Team

The people behind the practice

Gareth Jones
Gareth Jones
Partner - London
Strategy
George LaRocque
George LaRocque
Partner - New York
Market Intelligence
Mike Bailey
Mike Bailey
Partner - London
Delivery
Brom Sulaiman
Brom Sulaiman
Partner - London
Experience
Mick Lock
Mick Lock
Partner - London
Capability