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Pre-Close · Due Diligence

The view from inside the asset, before you own it.

Product viability, technology risk, team capability, and commercial exposure. Assessed together. Delivered as a sequenced action plan your operating team can execute from day one post-close.

What I Evaluate

Six assessment areas. One integrated view.

Each area is assessed independently and then integrated — so technical, organizational, and strategic risk are mapped against the specific thesis you're underwriting.

01
Product Strategy & Portfolio Assessment
Roadmap viability, market positioning, portfolio growth potential. Does the product strategy hold up against the acquisition thesis? Where are the gaps between what's sold and what's built?
Roadmap viabilityCompetitive positioningTAM validation
02
Technology Stack & Architecture Review
Infrastructure, scalability ceilings, technical debt, modernization requirements. Integration complexity and future capital requirements quantified with specificity — not ranges.
ScalabilityTechnical debtIntegration complexity
03
Engineering Team & Org Capabilities
Team structure, talent quality, development velocity, org maturity. Key-person dependencies, retention risks, and the gap between current capability and what the growth plan demands.
Team structureKey-person riskVelocity
04
Data Infrastructure & AI/ML Capabilities
Data architecture, analytics maturity, AI implementation depth. Validate claimed competitive advantages and identify where automation drives measurable margin improvement.
Data architectureAI maturityAnalytics readiness
05
Risk Identification & Mitigation
Technical risks, security vulnerabilities, compliance gaps, operational bottlenecks — each ranked by deal impact, not just severity. Actionable mitigation for every finding.
Security postureCompliance gapsOperational risk
06
Value Creation Roadmap
Prioritized post-acquisition initiatives linked directly to the value-creation thesis — sequenced by impact, feasibility, and capital efficiency. Execution-ready from day one post-close.
100-day planInitiative sequencingCapital efficiency
The Deliverable

An execution-ready brief. Not a generic scorecard.

Most DD reports tell the deal team what the risks are. Mine tell the operating team what to do about them — and in what order — so the first 100 days are spent executing, not re-diagnosing.

Every assessment integrates across all six areas into a single coherent view: technical risk, team risk, and strategic risk mapped against the specific thesis you're underwriting.

Discuss a deal

Every engagement includes full deployment of the AI platform. Operational inside the portfolio company from day one.

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Typical engagement
4–10 weeks depending on asset complexity and access
Deliverable format
Executive brief + detailed findings + prioritized value-creation roadmap
Who I work with
Deal teams, operating partners, and portfolio company leadership
Track record
30+ projects · $1B+ exit value · 10+ acquisitions & integrations
Pre-Close Partner

Evaluating a deal?
Bring an operator into the work.

I bring 25 years of operating experience to the questions that drive the underwrite: growth levers, product viability, team capability, technology risk, and what the valuation actually depends on. Whether the deal is pre-LOI or pre-close, the earlier the read, the more it's worth.

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