Technology due diligence & value creation for private equity
The technology chapter your deal process is missing.
One partner who finds the operational upside and implements it — engaged from before the deal, through the hold, to the exit. Not a report you're left to execute alone.
Technology diligence · Value creation · Embedded delivery
Technology is the biggest unpriced variable in the deal — and the one nobody owns.
Commercial and financial diligence are covered. Then the technology read comes back as a risk report, gets filed, and the value creation plan gets written by people who won't be in the room to deliver it. The operational upside — the manual work, the automation gaps, the EBITDA hiding in how the business actually runs — is left on the table.
A risk report handed over at close. You execute it alone, with advisors who've already moved on.
The same partner scores the risk pre-deal, co-authors the value creation plan, and embeds through the hold to deliver the EBITDA. One place, pre-deal to exit.
One partner across the whole deal lifecycle.
Because we're in from the earliest stage, every stage after it is faster and lower-risk — the problems already mapped, the ROI already recovered before the work scales.
Pick the entry point that matches where the deal is.
A fast filter before you commit, the core diligence once a deal is live, and the value creation plan once you own the asset.
A fast filter before you spend real diligence time on a target. A desk-level read of operational upside and risk from the target's public footprint — we need almost nothing from you.
“What's the operational upside — and what risk is priced into the deal?” Three artifacts your investment committee can underwrite:
- Operational Risk RegisterEvery risk tagged: price chip · rep & warranty · red flag.
- EBITDA Upside ModelA conservative, confidence-rated number you can underwrite.
- 100-Day Technology ChapterThe highest-ROI moves, sequenced for the first quarter post-close.
The DD upside model becomes the roadmap. The risk register becomes the backlog. A sequenced transformation plan with EBITDA attached to every quarter — and a team that stays to deliver it.
Running an asset you already own? The PE engagement is the same discipline applied to the deal — see the Profit Leak Diagnostic and Operations Sprint we run for portfolio-company teams.
What a value creation plan looks like.
Q1 stops the EBITDA bleed. By the end of Q2, the engagement has paid for itself. Simplified & illustrative.
| Q1 · Quick WinsWeeks 1–6 | Q2 · FoundationsMonths 2–4 | Q3 · ScaleMonths 5–7 | Q4 · OptimiseMonths 8–12 | |
|---|---|---|---|---|
| Sales | CRM cleanup + auto follow-up€80K/yr | Non-phone task automation€450K/yr | Lead scoring + routing€180K/yr | Call analysis automation€70K/yr |
| Operations | Top-3 bottleneck SOPs€90K/yr | Document intake + output generation€720K/yr | Output document batch generation€700K/yr | Client navigator platform€648K/yr |
| Finance | Invoice reminders + alerts€45K/yr | Payment + commission automation€365K/yr | Revenue recognition engineAudit-ready | Optimise & maintainSteady state |
Every line traces back to a finding in the diligence. Nothing here is speculative — it's the risk register and upside model, sequenced.
Bring us in on your next target.
A desk-level read before you commit. We need almost nothing from you — the target's public footprint is enough. Back in 3–5 working days.
Request a scanWe need data-room access, one C-suite + one CTO/ops session, and a live system demo. Full briefing back in two weeks.
Start a diligence
Technology due diligence for private equity, answered.
What is technology due diligence for private equity?
Technology due diligence for private equity assesses a target's software, data, processes and automation gaps to quantify both operational risk and the EBITDA upside hidden in the way the business runs. Our diligence produces three artifacts an investment committee can underwrite: an operational risk register, a confidence-rated EBITDA upside model, and a 100-day technology plan.
How is this different from a traditional IT due diligence?
A traditional IT due diligence hands you a risk report you're then left to execute alone. We stay engaged: the same partner who scores the risk pre-deal co-authors the value creation plan and embeds through the hold to deliver the EBITDA. The diligence upside model becomes the roadmap; the risk register becomes the backlog.
When in the deal should we bring you in?
Two entry points. If you're still evaluating a target, start with an External Readiness Scan — a desk-level read from the target's public footprint in 3–5 working days. On a live deal post-term-sheet, go straight to Technology Due Diligence, with findings back in two weeks.
Do you work on the fund side or with portfolio companies?
Both. The fund buys the readiness scan and the technology due diligence pre-close; the portfolio company CEO buys the value creation plan and delivery after close. Because we're in from the earliest stage, every stage after it is faster and lower-risk. For portfolio-company operators specifically, our Growth Readiness Roadmap and External CDO carry the delivery.
What does the 100-day technology plan include?
The highest-ROI operational moves sequenced for the first quarter post-close — the quick wins that stop the EBITDA bleed first, then the foundations that scale. It's drawn straight from the diligence, so delivery starts on day one with zero ramp-up.
Tell us where the deal stands.
Evaluating a target, mid-diligence, or already holding the asset — start the conversation and we'll take it from there. First reply from a founder, not a form.