FOR PRIVATE EQUITY · FIXED SCOPE
Tech Due Diligence
Before you sign, know whether the target's technology is an asset or a liability — and where the value, including the AI upside, really is.
The problem
You're about to invest or acquire, and the technology can make or break the thesis: hidden costs, a stack that can't scale, security and compliance gaps, dependence on one or two irreplaceable people, and an AI story that's either real upside or expensive theatre. You need an independent, senior read — fast, and in the language of the deal.
What's included
- Architecture, infrastructure and cloud-spend review
- Vendor-contract audit for overspend and lock-in — where eight-figure Oracle and Cisco negotiation experience finds money fast
- Security and compliance posture, including PCI DSS where relevant
- Team, organisation and key-person risk
- Technical debt and its drag on value
- Fit of the stack against the growth thesis
- AI-readiness: data readiness, compute strategy, real (not hype) AI opportunities, and AI risk such as shadow AI and model governance — with realistic cost and lead-time views on AI infrastructure
How it works
- 01
Kickoff & scoping (day 0) — align on the thesis, risk appetite and access.
- 02
Data room & management sessions (week 1) — documents and interviews with the target's technology leaders.
- 03
Deep assessment (weeks 1–3) — architecture, contracts, security, team and AI-readiness.
- 04
Findings & committee readout (weeks 3–4) — a draft, then a live walkthrough.
What you get
- A full due-diligence report.
- A one-page investment-committee summary: go/no-go signals, quantified risks, and a value-creation thesis showing where EBITDA is hiding.
- Findings you can use directly in price negotiation.
Format & pricing
Fixed scope, typically 2–4 weeks.
By inquiry
Where this fits
The natural way into a fund relationship. After the deal it flows into an AI / Value Sprint or ongoing Fractional CIO leadership across the portfolio company. See the full Private Equity path.
FAQ
- How fast can you turn a diligence around?
- Usually 2–4 weeks, depending on deal size and how ready the data room is; a focused read on a single question can be faster.
- Isn't this what the big firms do?
- They staff junior teams and bill accordingly. Here you get one senior operator who has actually run infrastructure at scale and negotiated the vendor contracts — findings in the language of the deal, fast.