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Primary Commercial Door · 01

Tech & AI Due Diligence

Note

Independent assessment of technology capability, AI claims, economics, and execution risk before capital is committed.

Typical Buyer

  • PE or Growth Equity Deal Partner
  • Technology Operating Partner
  • Investment Team

Typical Triggers

  • LOI or Exclusivity
  • Investment Committee Preparation
  • Material AI Claims
  • Significant Infrastructure Exposure
  • Technology or Execution Uncertainty
  • Refinancing or Buyer Scrutiny

Decision Supported

Proceed / Reprice / Condition / Stop

Core Scope

  • Architecture and Scalability
  • Engineering Capability and Delivery Risk
  • Technical Debt and Critical Dependencies
  • AI Claims and Production Evidence
  • AI Disruption Exposure
  • Technology and AI Economics
  • Management Assertions Versus Operating Evidence
  • Day 1 and Day 100 Priorities

Embedded Capabilities, Where Relevant

  • AI Infrastructure Capital-Risk Assessment
  • Full-Stack AI Economics
  • AI Financial Evidence and Quality of Revenue
  • Cryptographic Agility Screening
  • Physical Automation Technology Diligence

Engagement Forms

  1. AI Claims & Exposure Overlay

    Duration
    7–10 Business Days
    Indicative Fee
    $20K–$35K

    A focused review of material AI claims, exposure, economics, dependencies, and investment implications.

    Outputs

    • AI Claims Assessment
    • AI Exposure and Dependency Findings
    • Economic Implications
    • Evidence Gaps and Conditions
    • Focused Investment Committee Decision Note

  2. Full Tech & AI Diligence

    Duration
    2–4 Weeks
    Indicative Fee
    $45K–$75K

    A broader assessment of technology capability, architecture, engineering, AI, economics, execution risk, and post-close priorities.

    Outputs

    • Investment Committee Decision Brief
    • Evidence Register
    • Architecture, Engineering, and AI Findings
    • Technology and AI Economics Assessment
    • Risk and Condition Schedule
    • Day 1 and Day 100 Priorities

How the Engagement Runs

  1. 01Mobilize

    Confirm the investment question. Define scope. Establish access. Set the timetable and decision criteria.

  2. 02Establish the Evidence Base

    Review management materials. Examine technical evidence. Test operating data. Reconcile financial and infrastructure assumptions.

  3. 03Test the Claims

    Assess architecture. Test engineering capability. Examine AI claims. Evaluate economics. Surface material dependencies and execution risk.

  4. 04Translate to Investment Consequence

    Separate supported evidence from unresolved assertions. Translate material findings into investment implications.

  5. 05Support the Decision

    Deliver the decision brief. Define conditions. Identify priority risks. Establish Day 1 and Day 100 implications.

Client Responsibilities

The engagement requires timely access to:

  • Relevant Management Leaders
  • Technical Leaders
  • Architecture Materials
  • Engineering Evidence
  • AI and Product Evidence
  • Technology Economics
  • Relevant Contracts
  • Appropriate Data-Room Access

Engagement Boundaries

  • BBS provides independent technology, AI, economic, and operating judgment.
  • Specialist code, OSS, cybersecurity, and penetration-testing work is performed through qualified partners where required.
  • Legal conclusions and formal compliance certification remain with appropriately qualified counsel or assurance providers.
  • Implementation and systems integration are outside the scope of the diligence engagement.

Protected Delivery System

Engagement Intake & SOW
Defines the mandate, scope, decision context and commercial terms.
Client Obligations Schedule
Establishes required access, evidence ownership and timing.
Data Request Pack
Specifies the evidence required to test material technology and AI claims.
Interview Guide
Structures role-specific diligence conversations around material claims.
Access Protocol
Governs secure, least-privilege access to systems and evidence.
Evidence Standard
Defines what constitutes credible and decision-grade evidence.
Decision Threshold Logic
Converts findings into explicit investment decision logic.
Engagement Workplan
Controls sequencing, workstreams and decision timing.
Decision Gates
Defines when evidence is sufficient to advance, escalate or stop.

BBS engagements are supported by proprietary evidence, decision and economic-analysis instruments.

Detailed templates, scoring logic, thresholds, registers and working models remain protected engagement IP.

Engagement outputs are issued as part of the contracted scope.

Illustrative or redacted specimens may be shared on request where appropriate.

Connected Practices

Partnership

Discuss a diligence mandate