Customer Diligence Without the Dealbreaker Conversations
Validate customer health, retention risk, and revenue quality—without alerting customers to the deal.
M&A customer diligence is stuck in an impossible tradeoff: buyers need customer validation, sellers need relationship protection, and both sides are running out of time.
MeetBri changes the equation. A neutral third party conducts natural customer research conversations—capturing sentiment, satisfaction, and risk signals—while the deal stays confidential.
Third-Party Neutrality
Customers never know about the deal
Complete customer validation in days, not months
Statistical validity, not cherry-picked samples
Real-Time Risk Flags
Know about problems immediately
The Customer Diligence Dilemma
The Buyer's Problem
- •Need to validate customer health before writing the check.
- •Limited to 5-10 hand-picked references. Cherry-picking risk is real.
- •No way to assess churn risk, NPS reality, or expansion potential at scale.
The Seller's Problem
- •Can't have buyers talking to customers until deal is certain.
- •Every customer conversation is a potential leak. Competitors are watching.
- •One wrong question could spook a key account and tank the relationship.
The Shared Problem
- •Have 30 days of diligence and need to talk to 50 customers.
- •Scheduling 50 customer calls takes 6 weeks. The deal timeline won't wait.
- •Traditional research firms cost $150K+ and take 8-12 weeks.
Third-Party Customer Intelligence, Built for Deal Speed
MeetBri conducts the interviews—not the buyer, not the seller. Customers participate in what feels like normal customer research. The deal stays invisible.
Both parties align on the interview guide before launch. No off-script probing. No surprise questions. Full transparency on what will be asked.
Reach 50-100 customers in a week instead of 5-10 in a month. Statistical validity. Pattern detection. Real signal, not cherry-picked references.
Our AI review surfaces critical signals in real-time. Churn risk. Competitor mentions. Contract concerns. You know about problems before close, not after.
Buyer receives aggregated insights, sentiment analysis, and pattern reports. Raw transcripts can be held, anonymized, or released based on deal structure.
From Conversation to Diligence Insight in Days
Stage 1: Interview
- • Natural AI conversations with each customer
- • Consistent questions, personalized follow-ups
- • 5-10 minute conversations that feel like check-ins
- • Runs 24/7, across time zones
Stage 2: Review
- • Immediate post-interview assessment
- • Urgency flagging for critical signals
- • Sentiment scoring per conversation
- • Churn risk, competitor mentions, concerns
Stage 3: Analysis
- • Cross-customer pattern analysis
- • Segment-level insights (by ARR, tenure, product)
- • Statistical confidence on customer health
- • Decision-ready diligence report
Real-Time Risk Detection
Every interview is reviewed by AI immediately after completion. Critical signals—churn indicators, competitor mentions, contract concerns—are flagged and surfaced before you've finished your morning coffee.
No waiting for batch analysis. No surprises buried in transcripts.
Customer Diligence Intelligence That Actually Matters
Retention Reality
Which customers are at risk? What's driving dissatisfaction? How sticky is the base?
Revenue Quality
Are customers getting value? Would they buy again? How do they compare you to alternatives?
Expansion Potential
Where's the whitespace? What would make them buy more? What's blocking expansion?
Competitive Position
Who else are they considering? What do competitors do better? What's your defensible advantage?
Relationship Health
How do they feel about the team? The product? The support? The company direction?
Red Flags
Contract concerns. Pricing pressure. Key contact departures. Integration anxiety.
Built for Deal Confidentiality
Customer conversations are framed as customer experience research—because that's exactly what they are. No mention of M&A. No buyer branding. No signals that anything unusual is happening.
Interview Framing
"We're conducting customer research on behalf of [Company]"—true, neutral, normal
Question Alignment
Both parties approve the interview guide before launch
Transcript Handling
Raw transcripts can be held in escrow, anonymized, or released based on deal terms
Deliverable Structure
Aggregated insights protect individual customer identity when needed
Data Security
SOC 2 compliant infrastructure, encryption at rest and in transit
Diligence-Speed Delivery
- • Align on customer list and interview guide
- • Both parties approve questions
- • Launch interviews to first cohort
- • Real-time monitoring and risk flags
- • Complete 50-100 interviews
- • Continuous AI review and flagging
- • Deliver diligence insights report
- • Aggregated findings, risk summary, recommendations
Traditional Customer Diligence
- • 8-12 weeks
- • $150K+
- • 5-10 customers
MeetBri
- • 10 days
- • Fraction of the cost
- • 50-100 customers
Questions We Hear
Validate Customer Health Before You Close
Every deal has customer risk. The question is whether you find it during diligence or after close.
Talk to us about your timeline, your customer base, and what you need to learn. We'll show you how MeetBri can deliver customer intelligence in days, not months.