Private Equity Due Diligence
Underwrite technology risk and value with confidence.
IntelliSavvy supports private equity firms and corporate acquirers with technology, AI, and operating model due diligence—providing clear, decision-ready insight into platform risk, scalability, cost structure, and post-close value creation potential.
In One Minute
Private equity due diligence is the disciplined assessment of technology and operating capability to validate deal assumptions and identify hidden risk. IntelliSavvy evaluates platforms, engineering organizations, cloud posture, security, and AI readiness to determine whether the asset can scale, integrate, and deliver expected returns post-acquisition.
This is underwriting insight, not technical documentation.
For Private Equity Investors
- Identifying hidden technical and operational risk before close
- Validating growth, margin, and scalability assumptions
- Understanding true cost to modernize and scale
- Establishing a credible post-close value creation roadmap
For Corporate & Strategic Acquirers
- Assessing integration complexity and execution risk
- Evaluating platform and security readiness
- Avoiding post-deal surprises and remediation costs
- Accelerating post-close integration and modernization
A disciplined, multi-dimensional assessment.
1. Deal Context & Value Thesis Alignment
- Deal thesis and growth assumptions review
- Technology dependency on revenue and margin
- Platform criticality and business continuity risk
- Day-1 and Day-100 priorities identification
- Red flag and focus area alignment with investment team
2. Technology & Platform Assessment
- Application architecture and codebase health
- Scalability, performance, and reliability assessment
- Technical debt and modernization backlog
- Cloud maturity and cost structure analysis
- Data, analytics, and AI readiness evaluation
3. Engineering & Operating Model Review
- Engineering organization structure and capability
- Delivery model maturity and release discipline
- Dependency on key individuals or vendors
- Governance, documentation, and process rigor
- Productivity and capacity assessment
4. Security, Risk & Compliance
- Security architecture and controls assessment
- Data protection and privacy posture
- Regulatory and compliance alignment
- Incident history and risk exposure
- Third-party and vendor risk review
5. Financial & Value Creation Insights
- Technology spend and cost structure transparency
- Cloud and infrastructure cost efficiency
- Build vs buy implications
- Synergy and optimization opportunities
- Estimated cost, effort, and timeline for remediation
Governance Through Decision-Ready Outputs
Our due diligence process is designed to result in practical, high-impact deliverables that empower investment committees and boards to move forward with confidence.
Pre-Close Technology Due Diligence
Focused assessment supporting investment committee decisions.
Confirmatory Due Diligence
Deeper validation post-LOI to confirm assumptions and refine value creation plans.
Vendor & Carve-Out Diligence
Targeted assessment for carve-outs, platform builds, and roll-ups.
Who This Is For
- Private equity firms evaluating platform and add-on acquisitions
- PE operating partners and value creation teams
- Corporate development teams
- Buyers inheriting complex or legacy technology estates
- Investors seeking repeatable diligence frameworks
Measurable Investor Impact
- Reduced post-close technology surprises
- Clear understanding of execution risk
- Faster post-acquisition stabilization
- Credible modernization and scale roadmap
- Improved confidence in valuation and returns
- Stronger alignment between deal and operating teams
Technology risk should be understood before capital is committed.
Schedule a Due Diligence Scoping Discussion to obtain clear, decision-ready insight into technology risk and value potential.
Schedule a Due Diligence Discussion