Independent, operator-led diligence across eight technology domains for Australian mid-market private equity. Findings framed in investment terms, delivered to your deal timeline, with AI risk and readiness assessed throughout.
Book a scoping callFor deals already diligenced that need a sanity check, or an early view on a live question before committing to full diligence. Senior eyes on the highest-risk domains, fast.
For bolt-ons, platform additions, and rechecks where the risk surface is narrower. The same eight-domain structure, scoped to the questions that matter for the deal.
Every domain, the full 200+ item Master Checklist, structured stakeholder interviews, and an investor-framed report with a Findings Snapshot across all eight domains.
Timelines are indicative and confirmed at scoping, based on the size and complexity of the target and the access available. All engagements are fixed fee.
Every domain is assessed against the Master Checklist and scored in the Findings Snapshot. AI risk and readiness is examined inside each one, not as a separate workstream.
Whether the platform can carry the growth the thesis assumes. Scalability headroom, resilience, single points of failure, and the architectural decisions that will need unwinding later.
The security posture an acquirer inherits. Exposure, controls, and incident history, including how sensitive data flows into AI tools across the business.
How reliably technology runs day to day. Operating cadence, monitoring, incident management, and the maturity of the processes that keep services up under pressure.
The application estate and the data underneath it. Integration debt, licensing exposure, data quality, and where AI is already embedded in the stack.
Where the technology cost base sits and how it moves post-deal. Cloud spend trajectory, hidden commitments, and the FinOps opportunity a new owner can capture.
Key-person risk, delivery capacity, and whether the team behind the roadmap can actually deliver it. Retention exposure mapped before it becomes a completion surprise.
Supplier dependencies, lock-in, and contractual exposure, including change-of-control clauses that bite at completion and AI suppliers nobody has contracted properly.
What is committed, what is required, and what it will really cost. The gap between the roadmap in the deck and the investment the thesis actually needs.
Every engagement is driven from a 200+ item Master Checklist refined across 27 years of operating and advisory work. Findings are written for investors, not technologists. An anonymised sample report is available on request.
Scoping call to engagement letter to data room access, fast. We work to the deal clock from the first conversation.
Every engagement operates under NDA. We understand the sensitivity of pre-deal activity for both the investor and the target.
Findings are framed to flow into the SPA process, warranties, and completion planning. Comfortable working beside legal and financial DD workstreams.
Material findings are raised as they emerge, not saved for the last page. The principal is on every engagement from start to finish.
A scoping call is confidential and obligation-free. Fixed fee agreed before work begins.
