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Corporate finance advisers
Whether you’re advising on a sale, leading a buy-side process, or backing a management team, technology can quietly shape the value of a deal. We give you an independent, plain-English view of it, on a timeline that works for the transaction.
Funds we’ve recently supported include:
Platforms, data and the team behind them sit inside most valuations. When they aren’t understood before completion, the cost tends to surface later: in the price, in the warranties, or in the first hundred days.
When advisers engage us
Stages: PreparationMarketing
When a business is preparing for a process and wants to find issues before a buyer does.
Stages: Heads of termsDue diligence
When you need confidence in a target’s technology, team, and ability to deliver the plan.
Stages: CompletionFirst 100 days
When ownership changes and technology needs senior leadership through integration or separation.
Coverage
Every review is scoped to the deal and the thesis behind it. Coverage typically includes:
How much of it is built, proven and in use, and how well it fits the investment thesis.
Quality, ownership and the cost of change: what it will take to keep building on it.
Capability, key-person dependency, and whether the team can deliver the plan.
Hosting, resilience and security, and the running costs that sit behind the margin.
What strains, and what it costs, as volumes grow in line with the model.
IP ownership, licensing and third-party dependencies, and how hard the product would be to replicate.
Whether the plan is credible on the time and budget the model assumes.
How personal and commercial data is held, protected and governed.
One report, structured for your process, and the people who wrote it on hand to talk it through.
Most engagements take three to four weeks.
Before we start
A fixed fee and timeline, agreed upfront. The fee never depends on the deal completing, and data-room access is limited to the people doing the work.
Weeks 1 to 3
Data-room review and sessions with management and the technical team, with regular updates throughout.
Weeks 3 to 4
Draft report and a review call to talk through the findings, then the final report.
After completion
Matters to monitor, and senior technology leadership through the first hundred days if you need it.
Alongside your advisers
Our findings are written to sit beside financial, legal and commercial due diligence, on the same timetable and in the same plain English, so your deal team sees one picture of risk.
Where we fit
Not every deal needs, or can justify, a large diligence team. Here’s how we compare with the alternatives you’re likely to weigh up.
| Embeddable | Large advisory firms | Generalist fractional CTOs | Development agencies | |
|---|---|---|---|---|
| Built for | Investment rounds and acquisitions, where a large team isn’t proportionate | Large, complex transactions, where their breadth pays for itself | Running technology inside one business | Designing and building software |
| Timetable | Three to four weeks, fitted to your deal | Planned around larger, longer processes | Fitted around ongoing client work | Set by project delivery |
| Fees | Fixed, agreed upfront and never tied to the deal completing | Scaled to larger transactions | Often day rates | Often time and materials |
| What you receive | Plain-English findings, rated by severity, ready for an investment committee | Comprehensive reports across disciplines | Varies with the individual | Often focused on code and build quality |
| Who does the work | Senior, CTO-level people from start to finish | Multi-disciplinary teams | One individual | Delivery teams |
Compare with
A general comparison of typical approaches, not a statement about any particular firm.
Evidence
Angel A
£50,000
deployed into one business as a pre-seed investment for this angel, which was SEIS qualifying.
Questions
Either, but never both on the same transaction. Buy-side, we assess a target for an acquirer or investor. Sell-side, we help a business find and address issues before a buyer does.
Most engagements take three to four weeks, with a fixed fee and timeline agreed before we start. If your timetable is tighter, tell us early and we’ll be clear about what can be covered in the time available.
Yes. Where a business needs senior technology leadership through integration, separation or a leadership change, we can step in as a fractional or interim CTO, within our independence commitments.
A short description of the target and the transaction, your timetable, and who the report is for. We’ll come back with a proposed scope, a fixed fee and a timeline.
Tell us about the mandate. We’ll confirm there’s no conflict with either side, then agree a scope that fits the deal timetable.
