AI Pre-Deal Intelligence Checklist
Purpose: Guides deal teams and operating partners through using AI-driven tools and methods to uncover early indicators of opportunity or risk—before formal diligence. It’s ideal for pre-DD workstreams, investment committee prep, or refining a proprietary thesis.
AI C-Suite Literacy Evaluation
Purpose: Gauges whether executives are equipped to make intelligent AI decisions, guide strategic AI initiatives, and navigate AI-driven transformation. It helps uncover capability gaps that can weaken governance, delay adoption, and expose the business to AI risk.
Digital Maturity Assessment Scorecard
Purpose: Assess a company’s digital maturity across four key dimensions: systems, data, process automation, and organizational readiness.
AI Talent Risk Diagnosis
Purpose: Identifies talent-related risks that could compromise AI execution, from key person dependencies to capability gaps that prevent scaling
AI Governance Health Scan
Purpose: Evaluates whether a target company has adequate AI governance to protect valuation and withstand buyer scrutiny. This scan identifies critical governance gaps that could derail deals, expose legal risks, or signal operational immaturity.
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A book by Mark Rogerson & Gary M Pearson