AI due diligence for PE deal teams.
Before you buy a company, we price which of its manual work AI can take over — build cost, timeline, yearly savings.
Official services partner of the platforms defining AI
Every CIM now claims AI upside. Nobody at the table can test it.
Your existing diligence tells you if the target’s systems are healthy. It never prices what the manual work costs — or what AI could cut it to.
The AI claims go untested
Every seller’s deck now promises AI efficiencies. Your team does not build AI systems, so the claims get noted — never tested.
Technology DD answers a different question
It tells you if the systems are secure and the team can scale. Not which manual work AI can take over — or what that is worth.
So the AI upside goes in at zero — or on a hunch
Synergies get underwritten with a basis. AI upside gets ignored or guessed, because nobody hands you a number your partners will accept.
Sometimes the AI story is the thesis
If the promised efficiencies do not hold, you want to know before you close — not in the first hundred days, when they are your problem.
The deal window is measured in weeks
An AI assessment that takes a quarter is a no. So the question goes unanswered — and the spend repeats on the next lookalike deal.
You already spend a million dollars on diligence. None of it answers the AI question.
What one mid-market deal team already spends getting to a decision — with the AI question still open.
From anonymized fund calls — a PE deal partner, 100–150 deals a year through the CRM
How the AI assessment runs — three steps, inside your deal window.
We come in during due diligence — after the data room opens, before your IC votes. We work from the access the deal already has, so nothing extra is asked of the target.
- 01
Map where the hours go
From the CIM, the data room, and management sessions, we map the target’s manual workflows: who does what, how often, at what loaded cost.
- 02
Price what AI can take over
For each workflow: can AI do it, what the build costs, how long it takes, what it saves per year. Ranges, with the assumptions stated.
- 03
Hand you the AI opportunity memo
A ranked list written for your IC: what to build first, what each one pays back, and what depends on post-close access.
The AI assessment, written by the people who would build the AI.
Diligence software sells you AI that reads documents faster. Strategy firms sell you an AI chapter at strategy prices. We build AI systems for a living — our numbers come from shipped work.
Fixed fee per target, sized to your deal window. If the deal dies, you keep the memo. If it closes, the fee credits toward the first build — and the memo becomes the hundred-day plan.
We get to learn alongside the deal team — and then there’s good momentum into execution.
Asked by deal teams mid-diligence.
Straight answers, before you book anything.
It is a pre-close assessment of the target’s AI opportunity. We look at how the company runs today, identify which manual workflows AI can take over, and price each one — build cost, timeline, yearly savings. You get a memo your IC can underwrite. It is not diligence software and not a strategy study.
During due diligence — after the data room opens, before your IC votes. We work from the access the deal already has: the data room and management sessions. Nothing extra is asked of the target, and the sprint is sized to your deal window.
Technology due diligence consulting tells you what the target has: system health, security, technical debt. We tell you what the target could save: which workflows AI takes over, at what build cost, with what payback. Keep your existing providers — this sits alongside them, inside the same diligence budget.
Every figure is a range with the assumptions attached: volume through the workflow, loaded cost per hour, and the state of the data underneath. The estimates come from AI systems we have shipped and measured. If a number would not survive your partner review, it does not go in the memo.
You keep the memo. It is your document, written on your paper with the assumptions attached — and the workflow map and AI pricing carry over to the next lookalike target.
The fee credits toward the first AI build, and the top-ranked workflow goes into production first — the memo becomes your hundred-day plan. Diligence is the wedge; the build is where the value lands.
Start with one workflow.
Tell us where your team loses hours. We will come back with a straight answer on whether AI can help, what it would take, and what it would pay.


