FICTIONAL DEMO PROJECT — Not a real company or investment recommendation.

Harbor payments diligence

Decision
We’re evaluating a payments platform serving mid-market distributors. Understand the drivers of growth, retention and margins, and the risks to investigate with management.

Research questions
1. What drives customer acquisition, retention and switching?
2. How do ERP integrations and partners affect growth and retention?
3. What drives margins and recurring software revenue?
4. What risks or assumptions need validation?
5. What should we ask management or verify in company data?

Sources
David Okafor — Operations perspective
Maria Castellanos — Sales perspective

The brief guides extraction; it is context, not evidence.