An operator’s reading of the target
We examine all four domains together: delivery capacity, dependencies, platform economics and risks to the intended value. AI readiness is included where it matters to the investment question. Findings distinguish examined evidence, management assertions and unresolved questions where access is limited.
A reading you can defend in committee
You receive the material risks and value levers, their implications for ownership, and priorities for the first 100 days and the following two years. The investment decision remains with your committee. Legal and financial diligence are separate workstreams.
The evaluation stands on its own. If the acquisition proceeds, From Deal to Value is a separate integration programme.
Questions
- What does the diligence cover?
- The target’s product, platforms, teams and data, examined together: delivery capacity, dependencies, platform economics and risks to the intended value. AI readiness is included where it matters to the investment question.
- Does it replace legal and financial diligence?
- No. Legal and financial diligence are separate workstreams. This evaluation tests the operating assets against the investment thesis, and the investment decision remains with your committee.
- What happens if the acquisition proceeds?
- The evaluation stands on its own. If the acquisition proceeds, From Deal to Value is a separate integration programme.