Investor Advisory Services
Make smarter EdTech investments.
For PE and VC firms entering or expanding in EdTech.
Considering a portfolio build in EdTech? As experienced NED Board Members, and product developers, we advise PE and VC firms on high-stakes EdTech investments. Our joy is playing matchmaker, connecting vendors with potential acquisition partners and helping investors assess true market viability.
01 · The problem
The pitch is not the market.
The EdTech market is complex and fragmented, and most of what an investor hears comes from the vendor.
We bring the practitioner’s view of what enterprise L&D actually buys and why, so true market potential can be judged beyond vendor claims.
02 · What we do
Before the term sheet, and after.
Acquisition assessment and ecosystem fit
Acquisition targets weighed for strategic alignment, market position and operational fit with what you already own.
Customer viability and mystery shopping
What customers actually experience, and whether they will stay, found out first-hand.
Market positioning and competitive benchmarking
Where a company really sits in its market, for a more accurate valuation.
Keynotes, briefings and vendor matchmaking
Industry briefings for partners and investment committees, and introductions to the right vendors.
03 · What due diligence looks at
The questions the deck does not answer.
The real market opportunity
Market potential beyond vendor claims, and the growth trajectory it can support.
Product-market fit
A reality check on whether enterprise L&D buyers need what is being built, and whether the product is ready for them.
The team
Whether the people understand L&D, and whether the competitive moat is real.
04 · Why 8Levers
Most EdTech investments fail because investors haven’t spent 50 years running inside L&D or selling directly into it.
Led by Lori Niles-Hofmann and Josh Squires. About us
Next steps
Talk to us before the term sheet.
A short conversation is usually enough to tell whether we can help, and where to start.