A technical partner from due diligence to exit.
We assess targets, prioritise the 100-day plan, build AI value creation across the portfolio, and prepare the tech stack for buyer due diligence.
A partner across the entire deal lifecycle.
Due Diligence
Assess technical substance, team and risks before the deal is signed.
100-Day Plan
Prioritise and launch the few initiatives that secure the value contribution.
AI Value Creation
Build agents and automation exactly where they move the result.
Exit Readiness
Prepare the tech stack, documentation and team to withstand buyer due diligence.
Due Diligence
Assess technical substance, team and risks before the deal is signed.
100-Day Plan
Prioritise and launch the few initiatives that secure the value contribution.
AI Value Creation
Build agents and automation exactly where they move the result.
Exit Readiness
Prepare the tech stack, documentation and team to withstand buyer due diligence.
Services for Private Equity
| Service | For whom | Outcome | |
|---|---|---|---|
| 01 | The technical 100-day plan | Operating partner, leadership of the portfolio company after closing | Prioritized technical 100-day plan with clear responsibilities |
| 02 | Exit Readiness: tech stack, team, documentation | Operating partner, leadership of the portfolio company ahead of an exit | Exit readiness report with prioritized actions for tech stack, team, and documentation |
| 03 | Portfolio AI Value Creation | Operating partner, PE fund with several portfolio companies | AI value creation program across one or more portfolio companies along the deal lifecycle |
| 04 | Tech Due Diligence for deal teams | Operating partner, deal team, investment committee | DD report with risk and value-lever assessment for the investment decision |
For whom: Operating partner, leadership of the portfolio company after closing
Outcome: Prioritized technical 100-day plan with clear responsibilities
For whom: Operating partner, leadership of the portfolio company ahead of an exit
Outcome: Exit readiness report with prioritized actions for tech stack, team, and documentation
For whom: Operating partner, PE fund with several portfolio companies
Outcome: AI value creation program across one or more portfolio companies along the deal lifecycle
For whom: Operating partner, deal team, investment committee
Outcome: DD report with risk and value-lever assessment for the investment decision
Cases
| Situation | Implementation | Outcome | |
|---|---|---|---|
| Industrial software company, PE portfolio | DD findings met unreliable releases and operational knowledge held by individuals. | A prioritized work plan with release rules, backup coverage and operational documentation. | The team delivers more reliably and can share critical tasks. |
| EdTech company, PE-financed | PE-financed EdTech company, technical picture unclear before the investment. | Tech DD, greenfield architecture, AI agents in production, AI-assisted engineering organization. | The company runs AI in day-to-day operations, not just in pilot projects. |
| Property management company, owner-led | Property managers manually reviewed scattered contracts and attachments before every handover. | A document agent with property-specific checklists and evidence for flagged issues. | The team can request specific missing documents and review critical passages. |
| SaaS company, PE portfolio | Architecture knowledge and security evidence were scattered across teams and repositories. | A technical data room with verifiable statements and clear points of contact. | Management can answer buyer questions consistently and explain open risks. |
| PE fund, partner-led | Portfolio companies assessed AI ideas against different criteria. | A shared assessment, agents in production and a reusable operating model. | The fund can compare initiatives while portfolio companies own operations. |
| B2B platform with add-ons, PE portfolio | The acquired companies managed customers and services in separate systems. | A shared target architecture with data ownership and a phased migration path. | The platform can retire systems in a controlled sequence and keep serving customers. |
| Specialist publisher, family-run | Editors manually transferred published articles into other formats. | An n8n pipeline with LLM drafts, source references and editorial approval. | Editors work on prepared variants and control distribution. |
| Digital consultancy, Hamburg | Digital consultancy needed external architecture expertise for three parallel client projects. | Tech DD of an e-commerce architecture, greenfield CMS concept, architecture for a credit platform. | The consultancy could continue all three client projects on a reliable technical foundation. |
| Real estate service provider | Real estate service provider without a documented technical picture and without a fixed stack. | Tech DD report, greenfield target architecture, and a concrete tech stack decision. | The company has a documented foundation and a fixed stack to build on. |
| Real estate platform, Berlin | Real estate platform in Berlin, technical risk unclear ahead of a decision. | Tech DD report with a risk picture and a target software architecture. | The decision rested on a documented technical foundation. |
| PE fund with advisory boards, partner-led | Pitch decks and management reports contained AI promises that were hard to verify. | A shared review framework with evidence requests, red flags and DD assignments. | The investment team and advisory boards can question AI claims more precisely and commission reviews. |
Industrial software company, PE portfolio
Situation
DD findings met unreliable releases and operational knowledge held by individuals.
Implementation
A prioritized work plan with release rules, backup coverage and operational documentation.
Outcome
The team delivers more reliably and can share critical tasks.
Situation
PE-financed EdTech company, technical picture unclear before the investment.
Implementation
Tech DD, greenfield architecture, AI agents in production, AI-assisted engineering organization.
Outcome
The company runs AI in day-to-day operations, not just in pilot projects.
Property management company, owner-led
Situation
Property managers manually reviewed scattered contracts and attachments before every handover.
Implementation
A document agent with property-specific checklists and evidence for flagged issues.
Outcome
The team can request specific missing documents and review critical passages.
Situation
Architecture knowledge and security evidence were scattered across teams and repositories.
Implementation
A technical data room with verifiable statements and clear points of contact.
Outcome
Management can answer buyer questions consistently and explain open risks.
Situation
Portfolio companies assessed AI ideas against different criteria.
Implementation
A shared assessment, agents in production and a reusable operating model.
Outcome
The fund can compare initiatives while portfolio companies own operations.
B2B platform with add-ons, PE portfolio
Situation
The acquired companies managed customers and services in separate systems.
Implementation
A shared target architecture with data ownership and a phased migration path.
Outcome
The platform can retire systems in a controlled sequence and keep serving customers.
Specialist publisher, family-run
Situation
Editors manually transferred published articles into other formats.
Implementation
An n8n pipeline with LLM drafts, source references and editorial approval.
Outcome
Editors work on prepared variants and control distribution.
Situation
Digital consultancy needed external architecture expertise for three parallel client projects.
Implementation
Tech DD of an e-commerce architecture, greenfield CMS concept, architecture for a credit platform.
Outcome
The consultancy could continue all three client projects on a reliable technical foundation.
Situation
Real estate service provider without a documented technical picture and without a fixed stack.
Implementation
Tech DD report, greenfield target architecture, and a concrete tech stack decision.
Outcome
The company has a documented foundation and a fixed stack to build on.
Situation
Real estate platform in Berlin, technical risk unclear ahead of a decision.
Implementation
Tech DD report with a risk picture and a target software architecture.
Outcome
The decision rested on a documented technical foundation.
PE fund with advisory boards, partner-led
Situation
Pitch decks and management reports contained AI promises that were hard to verify.
Implementation
A shared review framework with evidence requests, red flags and DD assignments.
Outcome
The investment team and advisory boards can question AI claims more precisely and commission reviews.