AI Due Diligence
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.
Built with the leading AI platforms
NVIDIA
AnthropicThe problem
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 firms you bid against have the same blind spot
Nobody on their side of the table builds AI either. The deal team that prices the AI opportunity first buys right — everyone else bids on the story.
Nobody reads the exposure side
The upside gets a slide; the risk gets nothing. Which parts of the target’s business model does AI disruption hit in the next few years — the service lines, the pricing, the moat? That answer belongs in diligence too.
What a deal already costs
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 it works
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 the systems and where the hours go
An inventory of the target’s IT systems and data structures — ERP, CRM, the spreadsheets nobody logged — what they are, how old, how used, and where the data actually lives. Then the manual workflows on top: 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 — a realistic range, assumptions stated, sized to drive quantifiable value.
- 03
Read the exposure, then hand you the memo and the AI roadmap
Where the target’s business model is exposed to AI disruption over the next few years — then the ranked opportunity memo for your IC: what to build first, what each one pays back, what needs post-close access, plus the roadmap to execute after close.
An AI operating partner, not another diligence report.
Diligence software reads documents faster. Strategy firms write an AI chapter at strategy prices. We build AI systems for a living — and sit on your side of the table as your AI operating partner.
Fixed fee per target, sized to your deal window. If the deal dies, you keep the memo. If it closes, the memo becomes the hundred-day plan.
Led by Peter Enestrom.
Questions
Asked by deal teams mid-diligence.
Straight answers, before you book anything.
What’s holding your business back?
A workflow ready for automation. An AI product you want to build. A problem that has sat on the roadmap for years. Let’s talk about what it would take to solve it.
Talk to Zaigo