A. Pre-Deal and Tech Due Diligence
20. Limits and risks of AI-driven due diligence
A deal-team checklist for using AI in diligence without creating false precision, data leakage, weak attribution, or unsupported investment conclusions.
Insights / Tags
Due diligence
21 articles on Due diligence.
Articles
A. Pre-Deal and Tech Due Diligence
19. AI for cyber, data, and risk detection in deals
Where AI can improve cyber, data, and operational risk detection in diligence, and how to keep the outputs tied to deal decisions rather than noise.
A. Pre-Deal and Tech Due Diligence
18. Using AI to accelerate application and codebase analysis
How buyers can use AI-assisted analysis to find application risk faster while avoiding unsupported conclusions about code quality, ownership, and changeability.
A. Pre-Deal and Tech Due Diligence
17. How AI is changing tech due diligence
A practical view of where AI can compress diligence work, where it creates false confidence, and how deal teams should govern AI-assisted findings.
A. Pre-Deal and Tech Due Diligence
16. Identifying separation and integration complexity during DD
How to spot the technology dependencies that set the separation or integration clock before the deal team locks price, TSAs, and Day-1 commitments.
A. Pre-Deal and Tech Due Diligence
15. IT cost structure and budget due diligence
A diligence approach for normalizing IT run-rate, separating mandatory spend from upside, and protecting the EBITDA case before signing.
A. Pre-Deal and Tech Due Diligence
14. IT contracts, licenses, and vendor lock-in risks
How to find contract and licensing terms that change TSA cost, run-rate, separation timing, and the buyer's freedom to execute the deal plan.
A. Pre-Deal and Tech Due Diligence
13. ERP due diligence: when the core system is the deal
A practical way to test when ERP condition, fit, and change capacity should alter the investment case, one-time cash, or integration plan.
A. Pre-Deal and Tech Due Diligence
12. Data, analytics, and reporting due diligence
How deal teams can test whether management reporting, data quality, and KPI logic can support the investment thesis after close.
A. Pre-Deal and Tech Due Diligence
11. Cybersecurity due diligence: what matters before it is too late
A deal-team framework to test which cyber issues change price, timing, connectivity, and first-100-day execution before the buyer inherits the risk.
A. Pre-Deal and Tech Due Diligence
10. Infrastructure and cloud due diligence: scalability, cost, and risk
A diligence framework to test whether the hosting stack can carry the deal plan, where cloud economics are hiding, and when infrastructure risk should change price, terms, or timing.
A. Pre-Deal and Tech Due Diligence
9. Application landscape due diligence: complexity, technical debt, and fit
A deal-team framework to identify which applications set the integration/separation clock, where technical debt becomes mandatory cash, and what to do about it before signing.
A. Pre-Deal and Tech Due Diligence
8. Assessing the IT organization: skills, structure, and key-person risk
A diligence framework to underwrite whether the IT team can run the business and deliver the deal agenda—and what it costs to de-risk the first 100 days.
A. Pre-Deal and Tech Due Diligence
7. Red flags that kill deals (or should)
A deal-team way to separate fixable issues from value killers, with evidence asks and decision triggers that change price, terms, or timing.
A. Pre-Deal and Tech Due Diligence
6. Speed vs depth: trade-offs in fast-cycle due diligence
A fast-cycle tech diligence playbook to pick the few questions that set the deal clock, cash needs, and downside protection.
B. Deal Structuring and Pre-Close Planning
21. Translating tech due diligence findings into the investment thesis
A deal team method to turn diligence from a findings list into price, timing, and funding decisions before you sign.
A. Pre-Deal and Tech Due Diligence
5. Tech DD in PE deals vs corporate deals
How to adjust diligence scope, outputs, and decision triggers so you underwrite the right risks, timing, and cash for the buyer type.
A. Pre-Deal and Tech Due Diligence
4. What good looks like in IT due diligence
A scorecard and evidence pack that turns tech diligence into price, timing, and a Day-1 plan you can actually execute.
A. Pre-Deal and Tech Due Diligence
3. Buy-side vs sell-side tech due diligence: different objectives, different truths
A deal team guide to using sell-side diligence to speed the process—without confusing “a clean story” with an executable plan.
A. Pre-Deal and Tech Due Diligence
2. How tech due diligence really drives investment outcomes
Turn diligence into price, timing, and Day-1 decisions—before the model hardens and options disappear.
A. Pre-Deal and Tech Due Diligence
1. The role of technology in value creation (and destruction) in M&A
A practical way to translate the deal thesis into technology decisions, gates, and a sequenced workplan that protects Day-1 and accelerates synergy.