Diligence on what the business is — and a plan for what AI makes it.
Most technical diligence tells you what could go wrong. We cover that properly — then go further, with a costed plan for how AI changes the target's cost base and growth in the first hundred days of ownership. Led by someone who has built, run and sold the kind of business you're buying, with specialist security and data reviewers where the target warrants it.
Three strands
Commissioned together or separately. Together is better: the AI plan is only credible if it rests on an honest read of the platform and the product.
Is the platform what they say it is?
Architecture, code quality, scalability, security and data posture, third-party dependency, and the engineering team — capability, key-person risk, and how they actually ship.
Does the product earn the growth story?
Usage and retention behind the headline numbers, roadmap realism, competitive position, pricing power, and whether product leadership can take it to the next stage.
What does AI make this business worth?
A function-by-function plan of attack: where AI takes cost out, where it accelerates revenue, what the data and systems will support, and what it costs to deliver. Plus a hard look at any AI claims the target already makes.
AI diligence is a value-creation plan, not a risk register
Every buyer now assumes AI is part of the thesis. Very few reach completion knowing where, how much, or how fast. This closes that gap before the price is set.
See what an AI value-creation plan actually looks like
A redacted plan from a recent engagement: the opportunity map, the cost-out model in three cases, readiness findings and the first-hundred-days sequence. Twelve pages, PDF.
How it runs
Built around your deal timetable.
The person who writes the plan can deliver it
After completion, the AI plan moves straight into a retained operating-partner role or an embedded engagement — no re-briefing, no second firm.