Scenarios Our Clients Face

• The deal team's tech advisor flagged risk but couldn't say what it would cost to fix, or when.
• A prior acquisition turned out to have a compliance gap that wasn't surfaced until post-close — and it repriced the integration budget.
• The target CTO is smooth in meetings, but the engineering org has 80% turnover in the last 18 months and the GP has no independent read on why.
• The deal thesis is a platform play, but nobody has evaluated whether the technology can actually handle the acquisition targets on the pipeline.
• The LOI was signed and diligence starts in two weeks. There's no technical operating partner on the transaction.

What It Is

A structured, financially-translated technology assessment of a potential acquisition target. Uses the PRISM™ framework — five dimensions evaluated, each mapped to dollar impact, remediation timeline, and thesis risk.

When to Engage

• Before LOI or within the first 30 days post-close
• When the GP has a deal with meaningful technology dependency
• When the deal team lacks a technical operating partner on the transaction
• When previous diligence flagged technology risk without quantifying it

The PRISM™ Framework

Five dimensions. Every finding maps to: Impact ($) — Timeline to remediate — Confidence level — Owner — Gate/Price/Thesis/Lever bucket.

Letter	Dimension	The Business Question	Role
P	Portfolio Fit	Can tech support the investment thesis?	Gate
R	Risk Quantification	What tech risks create financial exposure?	Price
I	Infrastructure & Engineering	Can the platform scale?	Foundation
S	Strategic Data Assets	Can the data create value?	Upside
M	Management & Execution	Can this team deliver the thesis?	Multiplier

Workstreams

1. Product and roadmap
2. Engineering execution and velocity
3. Architecture and platform
4. AI/data maturity
5. Security and trust (cyber posture)
6. Cloud, tooling, and cost
7. Team and operating rhythm
8. Board/executive communication

Deliverables

• PRISM™ Scorecard — 5-dimension, financially translated
• Risk Map — Gate / Price / Thesis / Lever classification
• Technical Debt Inventory — CapEx exposure, not narrative
• Engineering Leadership Depth Assessment
• Compliance Gap Summary — SOC 2, HIPAA, CMMC, ISO 27001 as applicable
• 100-Day Technology Roadmap
• Executive Summary — board-ready, 2–3 pages

Engagement Format

Duration: 3–4 weeks
Format: Document review + stakeholder interviews + written deliverable + readout
Interviews: CEO, CTO/VP Engineering, CISO or IT lead, product lead, 1–2 key engineers

Proof Point

Multiple transactions: technical diligence, integration execution, and post-close efficiency gains on every transaction. 25% post-integration efficiency improvement. Both buyer and seller perspective. Vista Equity and Bain Capital portfolio experience.

What Comes Next

Post-close: 100-day implementation sprint → Fractional CTO or CISO retainer → hold period Improve engagement via CLEAR™.