01
Where the business stands
Most targets aren't AI-native and have no strategy to speak of. We establish the honest baseline: how much AI is actually in use (usually very little), and how much of the operation is still done by hand.
Every target has an AI upside - let's size it
Most businesses have barely put AI to work. For private equity and investors, we assess how far a target has actually got - usually not far - and size the upside if AI were properly applied: the margin, cost and growth on the table, costed and ready for the investment committee.
What we assess
We give you an independent, investment-grade view of AI in a target business: what's really in place, what it's worth, and where the upside is, backed by evidence.
02
The upside if AI were put to work
The real prize: the manual work, decisions and processes AI could take on, and what that's worth in margin, cost and growth. Sized by payback and grounded in this business - not a generic AI wish-list.
03
What it would take
A straight read on the gap between here and there: the data, systems, skills and investment needed to capture the upside, and how much of it is realistic within a typical hold period.
04
A plan for day one
A post-deal AI roadmap management can act on from week one, so the upside in the model turns into real value.
How the assessment works
Scope
We agree what matters to the thesis and the timeline you're working to.
Investigate
We look at how the business actually runs: its systems, its data, and where people are still doing work by hand that AI could take on.
Assess
We test what's working, quantify the upside, and pressure-test the risks.
Report
An investment-committee-ready read: current state, opportunity, cost and risk, with a day-one roadmap.