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Evidence & Assessment
WORK IN PROGRESS
Evidence & Assessment
Before you commit capital, you need evidence — not assumptions. Our Evidence & Assessment practice gives investors, boards and portfolio teams a clear, commercial read on technology, markets, customers and the commercial model — so you can act with confidence.
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Core services
100%
Evidence-led
IC-ready
Every output
— SERVICES
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Evidence & Assessment
Evidence & Assessment
Transaction Advisory
Before you commit capital, you need evidence – not assumptions. Our evidence & assessment transaction advisory practice gives investors, boards and portfolio teams a clear, commercial read on technology, markets, customers and the commercial model – so you can act with confidence.
AI creates real commercial value. Most organisations haven't unlocked it yet.
The gap between AI ambition and AI value is almost always an execution problem, not a technology one. Organisations invest in tools, run pilots and build proofs of concept that never reach production. The problem is rarely the model — it's the absence of the right data infrastructure, clear prioritisation and the internal capability to sustain what gets built.
We work with private equity-backed businesses and ambitious corporates to close that gap. Our approach is structured around commercial outcomes from day one: identifying where AI creates genuine value, building toward production grade from the outset, and transferring capability to the organisation so it owns the result.
WHAT WE DO
Four capabilities.
One joined-up engagement.
We do not offer component services in isolation. Every AI and data transformation engagement draws on all four capabilities in sequence — from initial mapping through to a production deployment your team can run independently.
AI opportunity mapping and use case prioritisation
Most businesses have more potential AI use cases than they have capacity to pursue. We cut through. Working with leadership and operational teams, we identify where AI generates genuine commercial value — reduced cost, faster decisions, stronger customer outcomes — and sequence deployment against business priorities and data readiness. The result is a clear, ranked roadmap that leadership can stand behind.
EVIDENCE AND ASSESSMENT
Pilot build through to production deployment
We take use cases all the way from proof of concept to live, production-grade deployment — with the right governance, monitoring and integration in place from the start. We don't build pilots designed to impress in a boardroom and then stall. Every build is scoped with production in mind: the infrastructure, the operational integration, the failure modes and the metrics that tell you whether it is working.
DESIGN AND DELIVERY
Data strategy and infrastructure
AI is only as good as the data that feeds it. We assess data maturity honestly — where it is clean and accessible, where it is fragmented or unreliable — and build the infrastructure required to support AI at scale. This includes data pipelines, storage architecture, governance frameworks and the tooling required to make data usable across the organisation. We do not skip this step, and we do not let clients skip it either.
EVIDENCE AND ASSESSMENT
Capability transfer and team enablement
Dependency on an external partner is not a successful outcome. We build internal capability alongside every deployment — training, documentation, ways of working — so the team can own, iterate and sustain the solution independently once we step back. For PE-backed businesses approaching an exit, this is particularly important: demonstrable internal capability is a value driver, not just an operational preference.
DESIGN AND DELIVERY
OUR APPROACH
From first conversation
to sustained operation.
A structured four-stage process designed to move quickly without cutting corners. Each stage builds directly on the last, with clear deliverables and decision points throughout.
01
Step 01
Readiness and opportunity assessment
We assess data maturity, technology landscape and organisational readiness. We identify and prioritise AI use cases with the strongest commercial case and the clearest path in production.
02
Step 02
Data foundation and infrastructure
Where the model is built, we ensure the data infrastructure can support it. We design and build the pipelines, governance and tooling required to make deployment stable and scalable.
03
Step 03
Build, test and deploy
We move from proof of concept to production-grade deployment with clear milestones, governance checkpoints and operational integration. Every deployment is monitored and measured from day one.
04
Step 04
Capability transfer and handover
We transfer ownership to the internal team through structured training, documentation and embedded ways of working. The business exits the engagement with the capability to own and iterate independently.
LATEST WORK
Case studies
FINANCIAL SERVICES
PE-BACKED
Building a production-grade AI decisioning layer for a digital lending platform
Identified and prioritised high-value AI use cases, built the underlying data infrastructure and delivered a credit decisioning model into production — reducing manual review time by 60%.
60%
Reduction in manual review time
Read case study
HEALTHCARE
PE-BACKED
Designing a data strategy and AI roadmap to support international expansion
Assessed data maturity across five operational markets, identified £10M+ in annual savings through automation and delivered a sequenced AI roadmap aligned to the business's international growth ambitions.
£1M
Identified annual savings
Read case study
GLOBAL FINANCIAL SERVICES
CORPORATE
Deploying an AI-driven process automation programme across a global service portfolio
Mapped over 90 core client delivery processes, identified root causes of operational friction and delivered three automation solutions — laying the foundation for group-wide technology-driven service delivery.
60+
Processes mapped and automated
Read case study
Director
AI & Data Transformation
SPEAK TO OUR EXPERT
Rich Klee
Director, AI & Data Transformation · Palladium Digital Group
With over ten years working at the intersection of data, AI and commercial strategy, Rich leads Palladium’s AI and Data Transformation practice. She works with private equity funds and portfolio companies across financial services, healthcare and technology — helping businesses move from AI ambition to measurable, production-grade outcomes. Every engagement is direct, evidence-led and designed so no external partner handover is needed.
rich.klee@palladiumdigital.co.uk
+44 (0) 20 XXX XXXX
Contact us
Every engagement starts with understanding what you’re actually trying to achieve. Not a pitch deck. A conversation.
01
Technology & AI Diligence
Evidence & Assessment
Can the technology carry the investment case? A clear, commercial read on platform, architecture, engineering and AI capability – written for investors and delivered by practitioners who have built and run these systems.
WHAT IT COVERS
Platform & architecture
Engineering & delivery
AI capability
Cyber & resilience
02
Digital & Commercial Diligence
Evidence & Assessment
We pressure-test the commercial case and the digital engine behind it – is the market real, can the target win in it, and will the growth model hold? One clear answer on the target’s right to win.
WHAT IT COVERS
Market & competitive position
Customer & demand
Digital acquisition & retention
Growth plan stress-test
03
Growth Strategy & Market Intelligence
Evidence & Assessment
We turn growth questions into clear decisions: where to play, which markets to enter, and what it will take to win – grounded in proprietary primary research, not recycled reports.
WHAT IT COVERS
Market sizing & segmentation
Competitive intelligence
Market entry & expansion
Proposition & model innovation
04
Commercial Strategy
Evidence & Assessment
We sharpen pricing, proposition and go-to-market so the business wins better customers, captures more value and grows revenue and margin – evidence-led, decision-ready and built to act.
WHAT IT COVERS
Pricing power & monetisation
Proposition & positioning
Go-to-market
Segment & customer focus
LATEST ENGAGEMENTS
Explore further work.
A selection of recent engagements across transaction advisory, growth strategy, AI deployment and commercial delivery.
CASE STUDY
Professional Services
Evidence & Assessment
Identifying AI-driven opportunities to enhance revenue and improve efficiency in a marketing group
Palladium conducted a comprehensive assessment across idhl’s value chain and technology infrastructure, producing a detailed report on findings and recommendations.
CASE STUDY
Healthcare
Evidence & Assessment
Design & Delivery
Defining a digital strategy to enable growth for a physiotherapy and mental health provider
The work examined Ascenti’s full digital landscape, identified national and international growth opportunities and prioritised 38 targeted improvements to the digital experience.
CASE STUDY
Financial Services
Design & Delivery
Enabling group-wide scalable, technology-driven service delivery
Palladium conducted a comprehensive process baseline exercise across the group, mapping over 60 core and supporting client delivery processes end to end. Palladium defined five core transformative solutions and delivered a set of immediate practical improvements to stabilise day-to-day delivery
LET'S TALK
Interested in working with us?
Whether you’re weighing up an investment, planning the next phase of growth, or exploring a career with us — our team would love to hear from you.