AI Due Diligence

De-risk AI investments in M&A transactions.

M&A Advisory

De-risk your AI investment

When evaluating an acquisition target, understanding AI capabilities—and limitations—is essential for accurate valuation and integration planning.

Our AI Due Diligence service provides independent technical assessment of a target company's AI assets, infrastructure, data practices, and team capabilities. We identify risks, validate claims, and surface opportunities that inform deal terms and post-acquisition strategy.

LOI

to Close Ready

IC

Formatted Report

4

Areas Evaluated

AI Due Diligence Assessment

Assessment Scope

What we evaluate

Comprehensive technical diligence across four critical dimensions.

Technology & Architecture

Current AI capabilities, tech stack, vendor dependencies, and technical debt.

Data Infrastructure

Data quality, governance, accessibility, and AI-readiness.

Integration Complexity

Compatibility with acquirer systems and post-acquisition integration considerations.

Risk Assessment

AI-related liabilities, overstated capabilities, and hidden technical risks.

Our Process

How we work

Structured to fit your deal timeline—thorough but efficient.

01

Scope Definition

Align on priorities, timeline, and key questions for the assessment

02

Document Review

Analysis of technical documentation, architecture diagrams, and data flows

03

Technical Interviews

Deep-dive sessions with engineering, data, and product teams

04

Findings Synthesis

Risk categorization, opportunity identification, and integration analysis

05

IC-Ready Report

Executive summary and detailed findings structured for decision-makers

Deliverables

What you receive

A comprehensive report structured for Investment Committee review.

Executive Summary

Board-ready overview of findings, risks, and recommendations

Technical Assessment

Detailed analysis of AI capabilities, architecture, and technical debt

Risk Matrix

Categorized risks with severity, likelihood, and mitigation strategies

Integration Roadmap

Post-acquisition integration considerations and timeline estimates

Ideal For

Who this is for

Private Equity Firms

Evaluating AI-enabled targets for investment or add-on acquisitions

Strategic Acquirers

Assessing AI capabilities and integration complexity for M&A

Corporate Development

Conducting technical diligence on potential acquisitions

Investment Committees

Requiring independent AI assessment for deal approval

Deal-Ready Timeline

Designed for your LOI-to-close window

We work on your timeline. Contact us to discuss your deal and how we can support your diligence process.

Discuss Your Timeline