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Evidence & Assessment
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Technology and AI Diligence
Technology and
AI Diligence
A clear, investor-grade view of technology and AI capability – we tell you how strong the foundations really are, and whether technology and operating models can scale to deliver on the commercial strategy. We surface where investment is needed to reduce risk, but also crucially where strategic technology can drive commercial upside.
Practitioner-led
Delivered by experts with proven track record of learning from doing
Investor-focused
We give investors a clear, decision-ready view of a target's technology and AI position.
Opportunity-driven
Our diligence is strategic, not a tick-box exercise, with recommendations based on real-world expertise.
Practitioner-led
Delivered by experts with proven track record of learning from doing
Investor-focused
We give investors a clear, decision-ready view of a target's technology and AI position.
Opportunity-driven
Our diligence is strategic, not a tick-box exercise, with recommendations based on real-world expertise.
WHAT WE DELIVER
Comprehensive AI and Technology diligence, actionable insights that help build a roadmap to future value.
Diligence shouldn’t be a box-ticking audit. Innovative PE firms are using it to identify and quantify opportunity, not just risk.
In AI diligence, we show how the target’s market is being reshaped, where there are risks of disintermediation or competitive pressure or where pricing or GTM strategy is being disrupted. We combine this with a robust view on whether the company has the data, tooling and talent to take advantage of the AI opportunity.
Our technology and data diligence assesses the foundations that underpin the business plan, from strategy, architecture, scalability, and security to leadership, key person risk and product development maturity. We identify which areas need investment and what could derail growth.
The output is a commercially grounded view of the risks to underwrite and the value-creation levers to back, informing deal pricing, the 100-day plan and the long-term equity story.
WHAT WE DO
Technical diligence grounded in commercial objectives.
Key questions to evaluate technology capability and its role in achieving commercial goals.
Technology / AI
Capability
Are the company’s technology systems robust, resilient and secure?
Is the technology infrastructure and operating model scalable to support growth plans?
Is there capability and capacity to support the technology strategy and operations?
Technology / AI
Commercial strategy
Is there effective leadership driving appropriate technology strategy and decision-making?
Is there clear technology vision, roadmap, development processes to achieve commercial goals and customer needs?
Is current or planned technology investment sufficient to support the commercial strategy?
Technology / AI
Market and Competitors
Do Technology or AI trends represent a risk or opportunity to the core commercial model?
What are tangible opportunities for Technology and AI to optimise and automate business processes?
Does the business have any distinct technology advantages (or gaps) in terms of capability, data and ways of working?
OUR APPROACH
Tech and AI diligence at every stage of the deal - from first look to exit.
Our data-driven, practitioner-led approach provides actionable, growth-focussed insights to support PE and corporate M&A teams throughout the investment cycle.
01
AI risk and opportunity
An assessment of how AI is reshaping a specific market or sector – from shifts in customer search and buying behaviour, competitor activity and disintermediation risk to the impact on pricing models and GTM dynamics. We map opportunities and risks across the value chain, highlighting mitigating factors or defensive moats.
02
AI maturity audit
A detailed evaluation of the company’s AI readiness (data, tooling, talent, SDLC maturity, deployed use cases etc) and ability to execute on the planned AI roadmap. We deliver actionable recommendations and provide an assessment of whether the business value can be accelerated, or is at risk of being eroded, by AI.
03
Technology Due Diligence
A deep dive assessment of the technical foundations of a business and the suitability and scalability of technology to meet customer needs and business plan requirements. We identify areas requiring further investment as well as strategic opportunities to introduce new technologies to drive commercial value.
04
Exit Preparation
Our vendor Due Diligence provides investor-facing evaluation of the AI and Technology capabilities and opportunities for a business. We articulate how well the technology and operating model is placed to support a company’s future growth story, anticipating questions from prospective buyers.
SECTOR EXPERIENCE
Sector-agnostic, with deep experience assessing businesses where technology and digital performance drive commercial success.
Consumer Products
D2C / Ecommerce / Marketplaces
Consumer Services
Regional / multisite dynamics
Business Services
Financial Services
Software & Technology
RELATED SERVICES
Evidence & Assessment
Digital & Commercial Diligence
A rigorous, data-driven view of commercial risk and upside – we assess how effectively the target acquires and retains customers and where it has competitive advantage. We identify actions required to de-risk the deal and accelerate value creation.
Growth Strategy & Market Intelligence
We use proprietary primary research, including expert interviews, customer panels and market mapping, to get underneath the generic view and build the specific, first-hand evidence needed to answer the growth question in front of you.
Commercial Strategy
For private equity-backed businesses, these are fast, low-risk routes to margin – and too often missed. We use customer and market evidence to sharpen the commercial choices that lift revenue and margin: where to play, how to win, and what to change now.
Senior Director
Transaction Advisory
SPEAK TO OUR EXPERT
Dan Shreeve
Senior Director, Head of Transaction Advisory · Palladium Digital Group
Dan has 20+ years’ experience across due diligence, corporate strategy and international development. He has led Palladium’s Transaction Advisory division for five years and completed 250+ digital, technology, product and AI diligence assignments across the UK, US and Europe.
dan.shreeve@palladiumdigital.co.uk
+44 (0) 203 882 8567
Contact us
Talk to the team about what rigorous technology and AI diligence looks like for your next investment - scoped to your thesis and delivered on your deal clock.