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For PE Deal Teams

Tech Diligence on Your Target—IC-Ready in 5 Business Days

LOI signed Friday. IC’s next Wednesday. We give your committee a tech memo by then. Fixed fee starts at $25K. 24-hour rush start available for active deals.

Most Tech Diligence Doesn’t Fit the Window

Mid-market exclusivity windows are 30-45 days. QofE eats most of it. Legal eats more. By the time tech diligence is engaged, the team has two weeks—and most diligence shops need three.

The result: deal teams either skip serious tech diligence, fly blind on integration risk, or run it post-close as a clean-up exercise after the surprises have already shown up. Each path costs you the leverage to re-trade.

Five business days is the fit-for-purpose answer. Same depth on the questions that move the deal—infrastructure, team, security, hidden costs, synergy—delivered in the window where findings still have leverage.

5 Days
Business-day turnaround vs. typical 3-4 weeks
From $25K
Fixed fee, scoped by target revenue. No hourly creep.
24 Hr
Rush start for active exclusivity windows

What Your Deal Team Gets

5 Days
Business-Day Turnaround
From $25K
Fixed Fee
24 Hr
Rush Start Available
IC-Ready
Memo Format

How the Sprint Runs

Five business days. Two-engineer team. PE-fluent lead.

Day 0

Mobilize

Engagement letter, target-side NDA, document request list, interview schedule. We can start within 24 hours of LOI signing for active deals; standard mobilization is 2 business days.

Days 1-2

Document Review & Interviews

Two-engineer team works the data room. Four to six management interviews—CTO, head of engineering, head of security, head of product. We test what the data room says against what the team says.

Days 3-4

Synthesis & Hidden Costs

Tech debt quantified. License overhang and auto-renewals flagged. Engineering team maturity scored. Synergy and automation opportunities mapped. Day-1 integration plan drafted.

Day 5

IC-Ready Memo

Investment-committee-formatted memo delivered with raw working files. Live readout to the deal team to walk through findings, risks, and the recommended Day-1 actions.

The IC-Ready Memo Pack

Eight components. Investment-committee formatted. Plus raw working files.

Tech Infrastructure Assessment

Cloud, on-prem, hybrid posture. Scalability headroom. Single points of failure. Whether the stack supports the growth case in the model.

Engineering Team Maturity

Process maturity, talent depth, key-person risk. Specific names of engineers whose departure would meaningfully harm the business.

Security & Compliance Red Flags

SOC 2, HIPAA, PCI gaps and exposures. Pre-close remediation list separated from post-close cleanup.

Hidden-Cost Analysis

Tech debt with rough remediation cost. License overhang, auto-renewals, and contract traps. The op-ex line items the seller didn’t volunteer.

Synergy & Automation Map

Where AI and automation move EBITDA in this specific business. Day-1, 100-day, and 12-month opportunity tiers with rough size and effort.

Day-1 Integration Plan

High-level integration sequence executable from close. ERP, CRM, HRIS overlap flagged. The integration risks that would slow synergy capture.

IC-Formatted Memo

Five-to-ten-page memo formatted for investment committee. Recommendation, key risks, post-close priorities, and the questions still worth asking the seller.

Raw Working Files

Interview notes, document review log, scoring rubrics. Useful for re-trade negotiation and for the post-close 100-day plan.

Why PE Deal Teams Choose Proactive Logic

Five Business Days—Real

Other diligence shops take 3-4 weeks. Mid-market exclusivity is 30-45 days. A 5-day product fits inside the window so the deal team can renegotiate or walk while there’s still time.

Engineers Doing the Work

A two-engineer team plus a PE-fluent lead. The people who’ve actually run the systems are the ones reviewing them. No junior analysts behind the scenes.

PE-Fluent, Not Audit-Fluent

200+ PE transactions. We know the difference between a finding that kills a deal, a finding that re-trades a deal, and a finding that’s noise.

Fixed Fee, Optional Rush

Fixed fee starts at $25K, scoped by target revenue. 24-hour rush start available for active exclusivity windows. Procurement-friendly.

In an Active Exclusivity Window?

Book a 30-minute call with a PE-fluent lead. We’ll confirm scope, fee, and start date the same day—and mobilize within 24 hours if your deadline requires it.

Request Diligence Scope