AI value diligence that survives the investment committee
A two-week operating-model read that sizes the automation upside in a target, names the risks that would eat it, and gives you a number with the working attached.
Book a deal conversationSize the AI upside before you underwrite it.
Sponsors are increasingly writing an AI line into the value creation thesis before anyone has looked at whether the target's operations could absorb it. That line is either the cheapest EBITDA in the deal or the first thing to slip, and the difference is visible in diligence if you look at the right things.
We read the operating model behind the numbers: where cost actually concentrates, which processes carry the volume, how much of the reported margin depends on effort that will not scale, and which workflows are structured enough for automation to land inside the hold period.
Two to three weeks, on the deal clock.
- 01
Data room read
Financials, org data, systems inventory and process documentation, read for operating structure rather than accounting treatment.
- 02
Management sessions
Focused sessions with the operators who run the volume, not only the CFO.
- 03
Sizing
Automation opportunities sized against measured volumes and costs, with feasibility and time-to-value attached.
- 04
IC memo input
A short written view of operational risk and upside, ready for the investment committee.
What the deal team gets.
- A ranked AI and automation opportunity set with value ranges and confidence levels
- The operational risks that would consume that value, named and sized
- A view on whether the target's data and process maturity supports the thesis timeline
- Technology and vendor debt that will surface post-close
- A first-draft hundred-day sequence, so the plan is not started from zero after signing
- A written IC-ready summary, typically four to six pages
Common questions.
- How fast can you turn this around?
- Two weeks is normal, and one week is possible on a compressed process if data room access is available immediately.
- Does this replace commercial or IT diligence?
- No. It sits between them and answers a question neither covers: whether the operating model can convert the AI thesis into EBITDA inside your hold period.
- What if you conclude the AI upside is not there?
- You get told that in writing, with the reasoning. A thesis line removed before close is worth considerably more than one defended for two years after it.
Book a 30-minute briefing
A short conversation is usually enough to tell you whether this is the right first move — and what it would cost.
Book a deal conversation