De-risk the deal.
Unlock the value creation.
Buy-side and sell-side technology assessments for PE-backed transactions and strategic M&A. Delivered at deal speed by operators who've built and run what they're assessing — not career consultants reading a checklist.
Five to seven business days.
The fastest wedge in the deal.
Before you sign an LOI, you need to know whether the technology story holds — or whether there is a material defect lurking in the stack that will blow the deal or crater the valuation. Our pre-LOI red-flag review gives you that answer fast, from operators who know what a real technology problem looks like.
We look at architecture and infrastructure, code quality signals, security posture, technical debt concentration, and key-person risk — and deliver a written assessment with a clear severity rating and deal-impact framing, in time for the LOI decision.
Request a red-flag review- —Architecture & infrastructure scalability
- —Code quality & technical debt signals
- —Security posture & material vulnerabilities
- —Compliance gaps (SOC 2, HIPAA, PCI, CMMC)
- —Key-person & vendor concentration risk
- —Deal-impact severity rating & red-flag summary
Pick the right scope
for the deal you're doing.
Every DD proposal arrives as three written options — different scopes, different price points, different outcomes. You pick the right size for the deal, not what we want to sell.
Pre-LOI Red-Flag Review
Fast, written assessment before the LOI decision. Architecture, security posture, technical debt signal, and a clear severity rating. Five to seven business days from data-room access.
Typical engagement: $25K – $45K
Full Buy-Side Assessment
Comprehensive technical and security assessment with management interviews, written findings, quantified EBITDA and value-creation opportunities, and a 100-day integration risk memo. Two to four weeks.
Typical engagement: $55K – $95K
Assessment + Value-Creation Oversight
Option II plus six months of fractional CTO or CISO oversight of the value-creation plan post-close — turning the project into a retainer and locking in execution accountability.
Typical engagement: $120K – $175K
Ranges are illustrative. Fees are scoped to deal size, data-room complexity, and urgency timeline. Urgency premiums (25–50%) apply to sub-14-day timelines.
Is the AI story real?
Or is it AI-washing?
The SEC is actively pursuing AI-washing. Deal teams are seeing AI claims they cannot verify. Our AI diligence add-on answers the five questions every buyer needs answered: Is the core business model exposed to AI disruption? Are volume or pricing assumptions at risk? Does claimed AI functionality actually exist and perform as described? Are the data rights, IP, and model governance sound? And what validated AI opportunity actually exists — with line-of-sight to EBITDA?
We pair operator judgment with NIST AI RMF and ISO 42001 governance frameworks. No buzzwords. Defensible methodology that holds up in a board room.
AI diligence add-on: $15K – $50K depending on scope.
- 01Is the core business model exposed to AI disruption?
- 02Are volume or pricing assumptions at AI risk?
- 03Do claimed AI capabilities actually exist and perform?
- 04Are data rights, IP, and model governance sound?
- 05What validated AI opportunity exists with line-of-sight to EBITDA?
Let's talk about
your deal timeline.
Tell us the deal size, the timeline, and what you've seen so far. We'll tell you which engagement type fits — and have three written options in your hands within five business days.
Start with a 20-minute fit call