AI Diligence
Two weeks. We pull apart the target's vendor stack, project the AI lift across revenue and ops, and stress-test it against your deal model. You sign the LOI knowing what the AI install actually buys you — and what it doesn't.
No-pitch policy. We'll scope it together or tell you straight if it's not a fit.
You've identified a target. The deal model says it pencils. Before you sign, you want to know what AI can realistically lift in the first 12 months — and how much the integration will actually cost. That's what AI Diligence is for. Two weeks. Fixed fee. Investor-ready memo.
Four deliverables. No fluff.
Vendor stack inventory + condition report
AI-lift forecast across the four agent modules
Risk surface and integration cost model
Pre-LOI memo for your investors
The work, step by step.
Vendor stack inventory
We catalog every tool the target runs — CRM, FSM, accounting, comms, marketing, telephony. We map data quality, integration debt, and contract terms. We talk to whichever staff the seller will let us talk to.
AI-lift modeling
We project 12-month impact across the four agent modules — Sales, Support, Marketing, Ops. Numbers grounded in our prior installs and industry benchmarks for the vertical, not vibes.
Risk surface + integration cost
What blocks the install? Snowflake stack debt. PII compliance. Compliance-licensed verticals. Each risk gets a dollar value and a mitigation. No surprises after wire.
Pre-LOI memo
Investor-ready PDF with executive summary, full numbers, vendor list, risk register, and a recommended Day-91 sequence if you proceed. Yours to attach to the deal package.
Solo searchers and holdco operators evaluating a $1M–$5M EBITDA target where AI lift is part of the value-creation thesis. PE funds doing pre-LOI work on platform or tuck-in candidates.
Ready to start?
Thirty-minute demo. I look at your CRM, rank three install candidates by payback, and tell you straight whether the engagement fits your business. You walk away with a plan either way.