Technology & AI Due Diligence
Description
Evaluating technology capability, execution risk and AI-era value potential in support of investment decisions.
Primary Commercial Door
Tech & AI Due Diligence
Independent assessment of technology capability, AI claims, economics, and execution risk before capital is committed.
Discuss a diligence mandateConnected Commercial Doors
Scope
- 01Architecture and scalability
- 02Technology economics
- 03Technical debt
- 04Engineering organization
- 05AI upside and substitution risk
- 06AI Technology & Defensibility
Determine what AI capability the company actually owns, how differentiated it is, and whether that advantage is durable as models, platforms and competitors evolve.
Investment question
What AI capability are we actually acquiring, how differentiated is it, and how durable is that differentiation?
Assessment areas
- AI architecture and model strategy
- Proprietary vs. third-party capability
- Data assets, provenance and rights
- Model and product performance evidence
- AI evaluation maturity
- Differentiation and replicability
- Frontier-model substitution risk
- Model/vendor dependency and portability
- Inference economics and margin exposure
- AI security, governance and operational risk
- Durability of the claimed AI advantage
- 07Day-1 priorities
The operating doctrine
Every engagement is approached through the same value-creation discipline.
ValueConstraintInterventionArchitectureIndustrializationOutcome EconomicsValue CaptureInvestment Return
Explore The Doctrine of Value by DesignConnected thinking
- Method Complete · Sentient ReviewTechnology & AI Due Diligence Framework
A decision framework for testing the technology assumptions embedded in underwriting against system, operating, economic and AI evidence.
Investment ThesisTechnology DependencyEvidenceFindingEconomic ConsequenceInvestment DecisionPost-Close Action
It includes illustrative engagement artifacts showing how the methodology becomes an operating decision system:
- 01Underwriting Thesis BriefEngagement Artifact
- 02Thesis-to-Evidence MatrixView Illustrative Artifact
- 03Technology Evidence Request PackEngagement Artifact
- 04Critical-Path Inspection PackEngagement Artifact
- 05Findings & Conditions RegisterView Illustrative Artifact
- 06Evidence-Adjusted Underwriting BridgeEngagement Artifact
- 07IC Technology Decision BriefEngagement Artifact
- 08Day-1 / Day-100 Technology AgendaEngagement Artifact
Illustrative methodology artifacts are available on Sentient Review. Client decision artifacts are produced within an engagement.
Explore the Framework
- Publication · Sentient ReviewFrom Technological Capability to Economic Value
How intervention, architecture and operating change determine whether technology becomes economically consequential.
Explore the Publication
Signature Interventions
- SI/03Primary InterventionOptional · StandaloneAI Infrastructure Capital-Risk AssessmentIndependent assessment of whether AI infrastructure commitments are technically credible, economically durable, and financeable under realistic utilization and capital assumptions.
- SI/01Connected InterventionOptional · StandaloneVendor Technology Ownership & Control AssessmentA focused assessment of architecture authority, technology rights, engineering evidence, internal capability and supplier continuity.
- SI/05Connected InterventionOptional · StandalonePhysical Automation & Technology Integration BlueprintIndependent blueprint for determining where physical automation creates economic value and how robotics, software, OT, IT, workforce, and governance must integrate around it.
Partnership
Portfolio AI & Technology Operating Advisor
A relationship destination after successful project work.
Discuss a partnershipDifferent questions begin in different places.
Discuss a partnership