Investors & acquirers · Professional services
Technical Due Diligence for Professional services
An independent read on technology, security, and team risk before you commit the capital.
Why it matters in professional services
Client trust and confidentiality are the franchise. Productising expertise with AI is the opportunity — and the place reputations are most easily lost.
- →Adopting AI to productise services without leaking confidential client data
- →Meeting client and enterprise security expectations to win and keep accounts
- →Modernising delivery and knowledge systems without disrupting fee-earners
- →Governing data and access across partners, contractors, and clients
What you get
- ✓Architecture, scalability, and technical-debt assessment
- ✓Security, privacy, and compliance risk review
- ✓Engineering team, process, and delivery-capability evaluation
- ✓AI and data review — IP, model risk, and data rights
- ✓A clear report with red flags, costs, and a post-deal remediation plan
Frameworks & standards
ISO 27001Cyber EssentialsGDPR / data protectionNIST CSF
How we work in professional services
We help firms turn expertise into AI-assisted, productised services — with the data governance and security that keeps clients confident and accounts intact.