Case Study 8

ECI Partners - Project 3 (October 24) - Due Diligence

Problem

ECI Partners, a mid-market PE fund, asked me to conduct a Commercial and AI Due Diligence on Insurance Insider (leading provider of insights and analysis for the world's top insurers). Two week project:

Week 1 focus - Data and AI risks relating to the investment

Week 2 focus - Data and AI commercial upside to the investment (growth/innovation)

Action

This was a two week strategy project during which I conducted the following activities:

  1. Review IM / CDD

  2. Review further relevant commercial and strategic documentation from the target business

  3. Desk research - assisted by safe use of AI tools

  4. SME interviews in the sector and my network

  5. Engage potential AI vendors to work with the Target on an 100 day plan

Impact

This deal was announced, you can read more here.

Week 1 deliverable - 15 page document on AI Risks (3 amber flags raised and discussed in detail with client)

Week 2 deliverables:

  • 15 page document on AI Opportunities

  • Commercial Model

    • 5 year Revenue/EBITDA forecast - 5 year monthly Revenue and EBITDA forecast based on new AI-enabled propositions

    • 5 year AI Cost forecast - build 5 year commercial model with scenarios for building vs buying

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9. Datasparq (Nov 24) - Proposition Development / PE

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7. Digitalvation (Sep 24) - Business Model & GTM Strategy