Know exactly what you're buying — before you close.
Independent, fixed-fee technology and AI due diligence for private equity — what's real, what's risky, and what it will cost, in two to three weeks.
Most lower-middle-market buyers go into a deal without an independent technology and AI read — and pay for it after close.
of acquisitions hit avoidable technology problems in the first 90 days, and ~45% of dealmakers say the technology review is the most expensive, onerous part of diligence. A fast, fixed-fee, independent read changes that.
Assess before you buy. Capture value after you close.
Three connected engagements — meet me at diligence, and the same relationship can carry through the first year of ownership.
AI & Technology Diligence Sprint
A pre-close assessment of a target's technology, security, and AI against your thesis — delivered as a board-ready report with a red/amber/green verdict, the findings that affect the deal, the upside and savings worth capturing, required investments, and a 100-day punch-list.
View a sample report →100-Day Technology Plan
The prioritized plan that turns diligence into value: quick wins, organization moves, security remediation, cost takeout, and a data and AI roadmap tied directly to EBITDA.
Fractional CIO / CTO
Embedded technology leadership for a portfolio company — executing the plan, steering the roadmap, and reporting value to the board, without the cost of a full-time hire.
Both sides of the ledger — the risks that bite after close, and the upside, savings, and technology claims worth pressure-testing before you pay for them.
A clear, fixed process — start to board-ready in 2–3 weeks.
Kickoff & data request
Align on the thesis and the questions that matter; issue the data and document request.
Review & interviews
Documents, systems, and architecture review; interviews with management and the tech team.
Findings readout
A verbal red/amber/green readout of the findings that move the deal.
Board-ready report
Written report your deal team can drop into the IC memo, plus a 100-day punch-list.
Mark Zalan
Twenty-five years at the intersection of financial services and technology. As CIO of GE Capital's regional bank, I built the technology platforms behind a full retail-banking business — cards, loans, mortgages, and deposits — supporting roughly $2 billion in annual regional sales, led a 120-person organization, and served on the management board. At GE I was also part of the corporate team that integrated acquisitions and prepared businesses for divestiture.
I've led technology due diligence on eleven M&A transactions — eight on the buy side and three on the sell side — across banking and digital health, and managed cross-border post-deal integration. As a CEO, I led a turnaround that took a lender from a multi-million-dollar loss to profit within a year.
I currently serve on the board of a venture-backed technology company, and I work with a small number of investors at a time — entirely behind the scenes.
Built for lower-middle-market investors
Independent sponsors, search funds, and lower-middle-market private equity firms — typically on deals where technology and AI materially drive the thesis.
Have a deal with a technology question mark?
Let's talk before you close. A 20-minute call is usually enough to know whether a sprint is worth it.