For Private Equity
We help investors assess how AI changes the risk profile of target companies. By building replication prototypes and mapping competitive AI threats, we help you understand defensibility.
What We Do
We replicate the target's software to assess feasibility and deliver an actual prototype demonstrating what can be rebuilt and to what degree. Alongside this, we conduct competitive threat mapping to identify which incumbents or adjacent players are best positioned to replicate or displace the technology.
Technical Replication
Build working prototypes to test how much of the target's value can be replicated
Competitive Analysis
Map who else could build this—incumbents, startups, or tech giants
Risk Assessment
Quantify defensibility and identify where the moat actually lies
Why This Matters
Traditional businesses face an unprecedented wave of competition—both from incumbents adopting AI and startups building AI-native solutions.
Traditional technology diligence maps internal technology and identifies areas of improvement. They ignore risks from AI and competitive dynamics—and lack the technical expertise to build feasibility tests.
While others answer
"How does this work?"
We answer
"How defensible is this—and against whom?"
What We Deliver
Our goal is to help your team assess risk from AI. We conduct a replication assessment—building prototypes that assess feasibility. This, a clear walkthrough of how the technology works, and mapping of who is best positioned to replicate or enter the space are what we deliver.
Team Model
Each engagement includes a team lead and 1–5 engineers depending on scope. Our team leads specialize in communicating complex systems to non-technical stakeholders. Engineers are chosen from our specialist talent pool based on relevancy.
In our initial call we determine scope, timeline, and assign the most relevant team lead. Engagements consist of 2x weekly syncs and clear deliverables with the option to extend.
Experience From
How We Staff
Team Lead
Your primary contact. Senior, highly technical operators who are selected for their ability to communicate complex systems to non-technical stakeholders. Many are experienced in 0→1 launches – 1/5th of our leads have founded venture-backed startups.
Engineers
Pulled from our specialist network based on relevancy to the target's technology.
Previous Work
We work with PE firms to assess AI risk in their target companies. Contact us to discuss case studies relevant to your deal.
Risk diligence for a data-driven software business where value is derived from externally sourced signals. Built working prototypes to test whether core data processing and insight-generation workflows could be reproduced with modern AI techniques.
Impact: Clear assessment of AI-driven risk
December 2025
A mid-market private equity firmComprehensive AI opportunity assessment across a portfolio of 12 companies. Identified $40M in potential value creation through automation and intelligent workflows.
Impact: $40M opportunity identified
November 2025
Let's discuss how AI risk assessment can inform your investment thesis. We'll scope the engagement based on your timeline and the target's technology.
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