Data and AI Readiness Assessment for PE Due Diligence

What it will take to run this as one business, on data AI can use

We estimate how far a company's data is from what the thesis needs, and what closing the gap will cost and take.

From work we have done

We have run this assessment for a PE-backed accounting firm, which then hired us to build what we recommended (see Data and AI Strategy), and consolidated data across about 100 facilities at a tech-enabled services company.

What the readiness assessment answers

This is not an audit of the analytics team. It's an estimate of the distance between where the data stands and what the business is meant to become.

1 · Today against potential
Where things stand
How far is today's data from what the thesis needs?
2 · Integration debt
What earlier deals left behind
Which systems, ledgers and customer masters were never brought together?
3 · Cost and timeline
What it takes to become one business
What will one consolidated view cost and take, sized for the model?
4 · AI readiness
Whether AI can deliver here
Is the data in shape for AI to deliver value?
Figure 1. The output is a number and a plan the deal team can put in the investment model.

In a buy-and-build, each add-on is a smaller version of the same question.

The method can also be packaged as an agent or skill, so every add-on gets the same checks and scoring.

Including the AI-ROI assessment

Our AI-ROI assessment, run with our engineering partner Mangoteque, tells the deal team whether the AI story in the thesis is credible.

How the AI-ROI assessment works →

What the assessment covers
Data foundationQuality, pipelines, freshness
IntegrationSystems and customer masters
AI capabilityScored against returns
OutputA costed, sequenced plan

Know what one business will cost before you sign

Most of the assessment runs on system inventories, sample extracts and a handful of conversations with the people who own the data.