Get the Tech Section of Your Data Room Exit-Ready—In 30 Days
Buyers don’t ding you on a missing policy. They ding you on the architecture diagram you don’t have, the vendor list that’s three months old, and the cost waterfall that doesn’t tie out. We fix all three—before the banker goes to market.
Tech Is Where Deals Slow Down
By the time the banker is engaged, the tech section of the data room is usually two years out of date—if it exists at all. The portco CIO is busy running the business. The sponsor is busy running the process. Nobody owns the documentation.
Then the buyer’s diligence team arrives. They ask for an architecture diagram. They ask for a vendor list with renewal dates. They ask about the security posture. They ask why op-ex jumped 18% over the trailing twelve months. Each unanswered question becomes a discount or a delay.
This sprint pre-answers the questions before a buyer asks them. Clean tech section, clean diligence, clean close.
What You Get
How the Sprint Runs
Thirty days. One portco. Sponsor and banker briefed at the end.
Discovery & Inventory
Engineer-led working sessions with the portco CTO/CIO and CFO. We capture architecture, application inventory, vendor stack, security posture, and cost lineage. No pre-sales theater—structured working sessions that produce artifacts.
Document & Diagram
Current-state architecture diagrams, application & vendor inventory with renewal dates, security and compliance attestation pack, AI/automation inventory, and a tech risk register. Banker-reviewable, buyer-credible.
Cost Waterfall & Narrative
Op-ex broken out by category, vendor, and team with normalization adjustments. Modernization roadmap that tells a buyer where the next dollar of investment goes. EBITDA contribution from existing AI/automation work documented.
Diligence Q&A Pack
~50 likely buyer questions answered in writing. Final readout to sponsor + banker. Everything ships in a clean, version-controlled data-room folder structure.
The Data-Room Tech Package
Eight artifacts. Banker-reviewable. Buyer-credible.
Current-State Architecture
Logical and physical architecture diagrams of every production system. Buyer diligence teams stop asking the same five questions when this is in the room.
Application & Vendor Inventory
Every system, every license, every contract—with renewal dates, term, and annual spend. Surfaces auto-renewal traps before a buyer does.
Security & Compliance Pack
SOC 2, HIPAA, PCI attestations as relevant; gap analysis where they aren’t. Pre-empts the security questionnaire that usually slows diligence by two weeks.
Cost Waterfall
Op-ex breakdown by category, vendor, and team with normalization adjustments. Lets the banker tell a clean cost story in the CIM.
AI / Automation Inventory
Documented EBITDA contribution from in-flight AI and automation work. Translates the value-creation narrative into something a QofE team can validate.
Tech Risk Register
Red / yellow / green risk scoring with mitigation status. Buyers ding you for risks they discover; they discount less for risks you’ve already disclosed.
Modernization Roadmap
The "what we’d do next" story for the buyer. Frames remaining investment as upside rather than tech debt.
Diligence Q&A Pre-Pack
~50 questions every buy-side tech diligence team asks—answered in writing, with supporting artifacts linked.
Why Sponsors Choose Proactive Logic
PE-Native, Not IT Audit
200+ PE transactions across healthcare, financial services, and insurance. We know what makes a buyer comfortable and what makes them dig deeper.
Engineers, Not Consultants
Forward-deployed engineers run the working sessions. The artifacts are technically credible because the people producing them have shipped the systems being documented.
Banker-Reviewable
Every artifact is built to be referenced in the CIM and stand up under buyer-side diligence. No internal-only formatting, no caveat-heavy boilerplate.
Fixed Fee, 30 Days
Scoped before kickoff. No hourly creep, no surprise change orders during the most sensitive 30 days of the deal cycle.
Request a Data Room Sprint Review
Get a PE-fluent tech lead to review your sale timeline, data-room gaps, and whether a 30-day Tech Data Room Sprint fits.
- Architecture, vendor, security, cost, AI/automation, and Q&A artifacts reviewed against buyer diligence expectations
- Fixed-fee sprint scope for sponsors going to market
- Practical next steps for banker-ready tech documentation
Going to Market in the Next 12 Months?
Schedule a 30-minute call with a PE-fluent lead. We’ll review your timeline and tell you whether a Data Room Sprint makes sense—or what to do instead.
Schedule Your Call