For Private Equity
We help investors understand how AI reshapes a target's risk and opportunity. From VDR review to replication prototypes, we provide advisory and technical diligence with acquired founders and senior engineers from NVIDIA, Microsoft, and GitHub.
Advisory & Consulting
Expert assessment without engineering. VDR review, competitive threat mapping, and value creation roadmap. Pure consulting deliverable.
Technical Diligence
Replication prototypes and engineering validation. Build working prototypes, test defensibility, and map competitive threats. Working demonstrations alongside a comprehensive findings memo.
Why It Matters
Traditional technology diligence maps internal technology and identifies areas of improvement. It ignores competitive dynamics from AI — both the threats and the opportunities for value creation.
We assess where AI creates new value — margin expansion, operational efficiency, new revenue streams — alongside where it introduces risk through competitive displacement and technology obsolescence.
The Full Picture
How It Works
Whether through consulting-grade analysis or hands-on engineering validation, we assess the target's technology, competitive position, and AI-driven value creation potential. Two packages matched to your deal's needs and timeline.
Advisory & Consulting
2 — 4 weeksVDR technology review
Competitive AI threat mapping
AI opportunity sizing by revenue layer
Risk assessment & recommendation
Technical Diligence
3 — 12 weeksFull advisory scope, plus:
Replication prototypes & feasibility testing
Defensibility & moat assessment
Competitive analysis with engineering depth
Value creation analysis with prototype validation
While others answer
“How does this work?”
We answer
“How defensible is this — and where does AI create new value?”
Team Model
Each engagement is led by practitioners who combine institutional backgrounds with hands-on AI experience. Team leads from NVIDIA, GitHub, and Y Combinator companies, and work alongside domain specialists from Microsoft, Google, and cutting edge startups.
We match the right team to your deal based on the target's technology, industry, and the scope of diligence required.
Meet the TeamHow We Staff
Team Lead
Your primary contact. Senior operators who communicate complex systems to non-technical stakeholders. Many are experienced in 0-to-1 launches — 1/5th of our leads have founded venture-backed startups.
Domain Specialists
Pulled from our specialized network of PhDs, former operators, and industry experts with deep expertise in the target's domain. Drives CIM review, competitive analysis, and value creation assessment.
Engineers
Technical Diligence1 — 5 engineers matched to the target's technology stack. Build replication prototypes and conduct defensibility testing.
What We Deliver
Our goal is to help your team assess both opportunity and risk from AI. Whether through advisory analysis or hands-on engineering validation, we deliver actionable findings on your deal timeline.
Advisory & Consulting Deliverables
Technical Diligence Deliverables
Experience
Previous Work
We work with PE firms to assess AI opportunity and 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
January 2026
Comprehensive 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 opportunity and risk assessment can inform your investment thesis. We scope engagements based on your timeline and the target's technology.
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