For investors and acquirers
Understand the technology risk behind the acquisition—and what it will take to realise the investment thesis.
For PE deal teams, operating partners and strategic acquirers. Valepath translates systems, team and delivery findings into remediation costs, investment implications and post-acquisition priorities.
Sample report: an illustrative assessment of a fictional LegalTech target.
When to engage
Choose the depth of assessment around the decision, target complexity and transaction timetable.
An early view of material technology risks before committing to full diligence.
Indicative window: 2–3 working days.
An eight-dimension assessment tied to the investment thesis and its execution requirements.
Indicative window: 10–15 working days.
Turn the findings into a programme the portfolio company can execute.
Indicative window: 2–3 weeks to prepare the plan.
Delivery windows depend on scope, evidence availability and management access. Fees and timing are agreed after scoping. AI/IP risk and bolt-on readiness can also be scoped as focused reviews.
What you receive
Full diligence connects the technical assessment to the cost, sequence and practical implications of change.
An eight-dimension assessment identifying material findings, their supporting evidence and the gaps that remain.
Remediation estimates sequenced by urgency, with assumptions, dependencies and uncertainty made explicit.
Investment-committee-ready conclusions: what supports the thesis, what threatens it and which conditions matter.
A sequenced operational plan with proposed owners, dependencies and measures of progress.
Technical findings translated into issues for the deal team and its advisers to consider in pricing, protections and integration planning.
The evidence, assessment and recommendations brought together in a report the deal team can use before and after close.
Illustrative deliverable
Review the existing sample report for a fictional LegalTech target: executive conclusions, dimension assessments, remediation costs and a first-100-day plan.
The company, findings and financial estimates in the sample are illustrative, not client results.
Download sample report ↓Assessment framework
The framework keeps the assessment systematic; the investment thesis determines which findings are material.
System topology, technical debt, scalability, resilience and integration constraints.
Key-person dependencies, capability gaps, outsourcing and ownership.
Access controls, security practices, incident history and material compliance gaps.
Data quality, governance, integration, privacy and reliability of management information.
Model dependencies, data provenance, IP governance and durability of technical advantage.
Technology spend, cloud and licence commitments, vendor exposure and cost-to-fix.
Engineering practices, release reliability, quality assurance and roadmap execution.
Fit with the investment thesis, integration effort and ability to support the business plan.
How it works
Agree the target, transaction context, key questions, required access, deliverables and timetable.
Review documentation, systems and management evidence. Investigate risks and quantify remediation effort, making evidence gaps explicit.
Walk the deal team through the conclusions, cost-to-fix and post-close priorities. Resolve questions and agree any further work.
The operating experience behind the assessment
Valepath’s transformation practice spans 80+ initiatives across nine industries since 2013. That experience informs the practical work of changing systems, organisations and operations.
The engagement can conclude with the diligence decision or continue into separately scoped implementation and capability transfer.
Discuss a transaction
A brief description of the company, the decision you need to make and your deadline is enough to begin scoping.
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