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Odoo for leaders, founders, investors and researchers · 12 min · 2026Investing in ERP and due diligence
For investors and boards: ERP as value creation, risks in portfolio companies, and diligence on Odoo partners.
In this lesson
- ERP in portfolio companies
- Diligence on partners
- Value creation
Key points
- Board asks: business case, KPIs, governance, go/no-go
- Partner diligence: revenue quality, delivery, people, customers
- Watch concentration and fixed-price overruns
- Value: productise, retainers, standard delivery, train juniors
Real-world example
A fund's diligence found a fast-growing partner with 70% of revenue from three clients and two seniors doing most delivery. The deal went ahead with an earn-out tied to diversification and a training plan for juniors.
Questions and answers
What should boards ask before an ERP project?
Business case, KPIs, governance, go/no-go criteria.
Name a people risk.
Key-person dependency.