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Why technology diligence matters
Technology can either accelerate value creation or become a hidden constraint after an acquisition, investment, or growth initiative.
George helps private-equity-backed companies, operating partners, founders, and leadership teams assess technology risk and build a practical modernization roadmap.
02
Pre-investment or acquisition diligence
Key review areas include:
- Core business systems
- Salesforce / CRM maturity
- ERP and finance operations
- Data quality and reporting
- Cybersecurity posture
- Vendor dependencies
- Software licensing and spend
- Integration architecture
- Technical debt
- Internal team capabilities
- Scalability of systems and processes
- AI and automation readiness
03
Post-investment value creation
After investment, the focus shifts to execution. Common priorities include:
- Stabilizing CRM and reporting
- Improving sales pipeline visibility
- Reducing manual processes
- Consolidating vendors
- Strengthening cybersecurity
- Building a 90-day and 12-month technology roadmap
- Preparing systems for growth or add-on acquisitions
- Improving operational dashboards
- Creating governance around technology spend and delivery
04
Technology issues often show up as business problems
- Poor forecast accuracy
- Slow quote or order processes
- Low customer visibility
- High vendor spend
- Manual reporting
- Inconsistent service delivery
- Weak cybersecurity controls
- Difficulty integrating acquisitions
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Outcome
The result is a clear view of technology risk, investment needs, scalability gaps, and practical value-creation opportunities.
Next step
Use technology diligence to reduce risk and improve value creation before or after investment.
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