AI Audit for M&A and Transactions
Verify the AI Value FirstAI Claims That Hold UpKnow What's in the DealAI Diligence That Goes Deeper
AI claims in transactions are easy to make and hard to verify. A company can say their AI saves $2M a year. Proving it is different. We audit the AI and automation in a business being bought or sold: the tools in use, the costs, the actual savings, the risks, and the real opportunity that may not yet be captured.
Get StartedQuestions We Hear Often
If any of these sound familiar, we should talk.
The company we're buying claims AI saves them $2M a year. How do we verify that?
We want to show buyers our AI investments are real and defensible before they do diligence.
Our target has 15 different AI tools. Which ones actually matter and which are just spend?
We're running an AI transformation. Is there a way to independently validate the ROI?
What are the AI-related risks in this acquisition that we aren't seeing in the financials?
We're selling the business and AI is a big part of our value story. How do we make that stick?
What We Audit
AI and Automation Diligence Across Every Dimension of a Transaction
AI Stack Audit
A structured review of all AI and automation tools in use: what they do, what they cost, how they are integrated, and whether they are actually being used as described.
- AI and automation tool inventory
- Usage and integration assessment
- Cost and licensing review
- Dependency and vendor risk analysis
Cost Savings Verification
Independent verification of claimed AI-driven cost savings. We map savings claims to actual data: headcount avoided, process time reduced, error rates changed. Numbers only count if they reconcile.
- Claimed savings vs. verifiable data
- Headcount and labor productivity analysis
- Process efficiency documentation
- Baseline vs. current performance
Automation ROI Analysis
What return is the business actually getting from its automation investments? We calculate true ROI across deployed tools and identify where the returns are real versus projected.
- Investment-to-return mapping
- Productivity gain quantification
- Time and resource savings analysis
- ROI by tool and by process
AI Opportunity Assessment
Where is the real AI upside in this business? We identify untapped automation opportunities, scope the value they could unlock, and estimate the investment and timeline to realize them.
- Opportunity identification by function
- Value potential sizing
- Investment and timeline estimate
- Prioritized automation roadmap
Finance and Technology, Combined
Most technology audits don't connect to financial impact. Most financial due diligence doesn't go deep on AI. We cover both. Cost savings claims get verified against the books.
We Know What Claims Are Hard to Defend
After working with AI-driven businesses across sectors, we know which savings claims hold up and which ones don't. We look for the gaps buyers miss and sellers need to close.
Seller Preparation and Buyer Diligence
Sellers use our AI audit to get ahead of buyer questions and demonstrate AI value credibly. Buyers use it to validate claims and identify risk. We work from both positions.
Integrated with the Deal Team
AI audit findings from DNA Growth connect to the financial model, QoE, and valuation. AI-related value or risk gets reflected in the numbers, not just noted in a separate tech report.
Popular Packages
For Buyers, Sellers, and Portfolio Companies with AI at the Center of the Deal
Seller AI Readiness Audit
Prepare AI claims before buyer diligence starts
What You Get
- AI stack inventory
- Cost savings documentation
- ROI summary by tool
- Positioning for buyer conversations
Use Case
Sellers wanting to demonstrate AI value ahead of a process
Buy-Side AI Diligence
Independent verification of a target's AI claims
What You Get
- AI stack audit
- Cost savings verification
- Automation ROI analysis
- Risk and dependency assessment
Use Case
Buyers and PE funds evaluating an AI-enabled target
AI Opportunity Assessment
Size the AI upside in a business you own or are acquiring
What You Get
- Opportunity identification
- Value potential sizing
- Investment estimate
- Prioritized automation roadmap
Use Case
PE portfolio companies and acquirers post-close
Full AI Transaction Audit
Complete AI and automation audit for M&A
What You Get
- AI stack audit
- Cost savings verification
- ROI analysis
- Opportunity assessment and risk report
Use Case
Complex transactions with significant AI or automation claims
AI Claims Should Be Verifiable.
We audit what you are buying or selling from an AI and automation standpoint, including cost savings, value added, scope, time, and resources.