What is RAG PE Portfolio Diligence?
PE Portfolio Diligence is a two to three week engagement, from $25,000 to $45,000 per target, that produces an investment committee ready AI review of an acquisition target. It sizes the AI opportunity in EBITDA terms, flags AI risk, and delivers a value creation playbook your team can attach to the deal memo.
From $25,000 per target (to $45,000) 2 to 3 weeks IC Date Commitment
Schedule a Portfolio ReviewWho it is for
- Operating partners and deal teams at sponsors with $100M or more in AUM, before LOI, after LOI, or in the first 100 days after close.
Who it is not for
- Companies buying AI help for themselves (choose the Diagnostic or AI Enablement Program).
What you get
- 01AI maturity score for the target, 1 to 5, with the evidence behind it.
- 02Opportunity sizing: the workflows where AI moves revenue, cost, or margin, each translated to EBITDA.
- 03AI risk review: vendor dependence, data handling, claims made in the CIM that do not hold up.
- 04A 100 day AI value creation playbook.
- 05An investment committee memo: thesis, scope, expected EBITDA impact, sensitivity table, and required investment.
How it runs
Days 1 and 2
data room and management access.
Week 1
interviews and systems review.
Week 2
sizing and risk.
Week 3
IC memo and readout.
Price and what moves it
From $25,000 per target (to $45,000)
- $25,000 for a single business unit target with data room access. Moves toward $45,000 with multiple business units, add-on targets reviewed together, regulated data, or a compressed timeline.
The offer
IC Date Commitment
The memo is delivered before your agreed investment committee date, or the fee drops 20%.
Your part: data room access within 2 business days of kickoff. 50% of the fee credits against the Audit phase of a PE Value Creation Program at the same company, if signed within 30 days of close.
After this
The playbook becomes the first phase of a PE Value Creation Program.
Questions
What do sponsors get from AI diligence that a standard diligence firm misses?
A tested view of whether the target's AI claims are real, and a sized plan for AI value creation during the hold, in EBITDA terms.
Can you work under NDA in a live process?
Yes. Mutual NDA before data room access, and every finding stays with the sponsor.
How do you translate AI work into EBITDA?
Labor hours reclaimed times loaded cost, recovered revenue times margin, and margin points recovered times revenue. The memo shows every input.
How fast can you start?
Within one week of a signed engagement letter.
Who leads the work?
A founding principal with sponsor side experience at NHK Capital Partners leads every diligence engagement.
What happens after close?
The playbook becomes the first phase of a PE Value Creation Program, and 50% of the diligence fee credits toward its Audit phase if signed within 30 days of close.