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Technology & Data Due Diligence for Private Equity

Reducing Risk • Accelerating EBITDA • Enabling Exit Readiness

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Alejandro D. Ramos

Operating Partner – Data, Analytics & AI

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The Hidden Risk in PE Deals

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  • Technology and data risks are often invisible in financial due diligence
  • Value leakage typically occurs post-close
  • Poor data leads to slower decisions and lower exit multiples

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Diligence Scope

What I Evaluate During Due Diligence

  • Scalability of technology and data architecture
  • Cloud and data platform cost structure
  • Trust in management reporting
  • Technical debt and key-person dependency
  • Readiness for growth and exit

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Deriverables (10–14 Days)

What You Get (10–14 Days)

    • Executive risk summary with Red / Yellow / Green flags
    • EBITDA-focused value creation opportunities
    • 90-day post-acquisition action plan
    • Exit readiness and valuation impact assessment

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Engagement Model

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  • Per-deal Technology & Data Due Diligence
  • Portfolio-wide advisory and value creation
  • Fractional Operating Partner for PE-backed companies