What to bring
A short list of open questions, your decision criteria, and any concerns that surfaced during FDD review or validation calls.
Resource Guide
Preparing for Discovery Day
Discovery Day is a key diligence milestone. Preparation helps you leave with useful answers instead of surface-level impressions.
What to look for
Notice how leadership communicates, how candid the team is about execution, and whether the support model feels aligned with your expectations.
After the meeting
Capture notes quickly, compare them against your criteria, and decide what still needs to be validated before moving closer to a decision.
Need help applying this?
Talk it through with an advisor.
Use these guides as a starting point, then bring your questions into a live consultation.