Case Study 6
ECI Partners - Project 2 (June 24) - Due Diligence
Problem
ECI Partners, a mid-market PE fund, asked me to conduct a Commercial and AI Due Diligence on a business in the Accounting Software Sector with approximate revenues of £8m. Specifically the questions to address were:
1. What can AI / Generative AI do in the sector?
2. To what extent will the Target be disrupted?
3. How will the Target be disrupted?
4. AI/ML Risks & Opportunities for the Target
5. Is data a defensive MOAT?
6. Consider what makes the Target special / unique and the defensiveness of this as it relates to data/AI
7. Considerations for competitors
Action
This was a two week strategy project during which I conducted the following activities:
Review IM / CDD
Review further relevant commercial and strategic documentation from the target business
Desk research - assisted by safe use of AI tools
SME interviews in the sector and my network
Impact
The output was a 15 page strategy document which raised three Amber flags for discussion.