Why It Matters

AI changes both the risk
and opportunity profile

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

AI Opportunity

Margin expansion
New revenue streams
Operational efficiency
Competitive advantage
Portfolio-wide value creation

AI Risk

Replication risk
Competitive displacement
Technology obsolescence
Talent gaps
Disintermediation

How It Works

Test defensibility.
Map opportunity.

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 weeks
01

VDR technology review

02

Competitive AI threat mapping

03

AI opportunity sizing by revenue layer

04

Risk assessment & recommendation

Technical Diligence

3 — 12 weeks

Full advisory scope, plus:

05

Replication prototypes & feasibility testing

06

Defensibility & moat assessment

07

Competitive analysis with engineering depth

08

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

Institutional credentials,
technical fluency

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 Team

How 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 Diligence

1 — 5 engineers matched to the target's technology stack. Build replication prototypes and conduct defensibility testing.

What We Deliver

Clear answers for
your deal team

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

01

Technology Review Memo

  • --Clear explanation of how the target's technology works
  • --Assessment of data moats, proprietary algorithms, and technical assets
  • --Identification of technology-driven revenue components
02

AI Risk & Opportunity Memo

  • --Margin expansion potential through AI-enabled automation
  • --New revenue stream identification by product layer
  • --Operational efficiency gains with sizing estimates
03

Competitive Analysis

  • --Competitive AI threat map — who could replicate and how quickly
  • --Technology obsolescence risk assessment
  • --Talent and capability gap analysis

Technical Diligence Deliverables

04

Preliminary Findings Memo

  • --Clear explanation of how the target's technology works
  • --Competitive AI threat map
  • --Scoped diligence tests with data sources and methodology
05

Prototypes

  • --Fully functional prototypes for the deal team to assess
  • --Links to working demonstrations
  • --Documentation of defensible results where replication was not possible
06

Core Tests Memo

  • --Detailed walkthrough of prototypes and findings
  • --Focus on revenue-generating use cases
  • --Value creation analysis — margin expansion potential from AI-enabled capabilities

Experience

NVIDIAMicrosoftY CombinatorGoogleGitHubCUA

Previous Work

Representative
engagements

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.

View all Private Equity projects
A top-tier private equity firm

Replication & Threat Mapping

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.

Advisory & ConsultingTechnical Diligence

Impact: Clear assessment of AI-driven risk

January 2026

A mid-market private equity firm

AI Strategy & Investment Roadmap

Comprehensive AI opportunity assessment across a portfolio of 12 companies. Identified $40M in potential value creation through automation and intelligent workflows.

Advisory & Consulting

Impact: $40M opportunity identified

November 2025

Have a deal in
diligence?

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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