Pre-close AI & operational diligence · For private equity

Know the machine
before you own it.

Two questions now decide every deal you underwrite: can AI break this business, and can AI multiply it? We run a two-day audit inside your target during exclusivity and answer both, every finding dollarized and delivered before the wire clears.

See where it fits
2 Days
On-site, in exclusivity
6
IC-ready deliverables
$250K
Minimum found, guaranteed
40–60×
Return in enterprise value
Two questions

Two questions now decide every deal you underwrite.

Can AI break this business? Can AI multiply it? Your diligence stack answers neither. We answer both, before you set the price.

Question 01 · Downside

How is AI threatening this business?

We map where AI commoditizes the product, collapses pricing power, or hands a competitor a structural cost edge, with a number and a timeline on the exposure, before you set the price.

Disruption risk · Dollarized
Question 02 · Upside

How does AI become its edge?

We sequence every place AI and automation lift margin, labor, throughput, decision speed, by payback period, so the value-creation thesis is written before Day 1, not discovered in year two.

Value creation · Sequenced
Where it fits

Built for exclusivity. Zero drag on your close.

LOI
Signed
T−7
Pre-audit
D1–D2
On-site
T+5
Report
Close
Wire clears
Day 1
Plan executes
01

Pre-audit · T−7

Structured diagnostics on leadership, tech stack, financials, and systems access, before we ever walk in.

02

Day 1 on-site

Executive sessions and function deep-dives across ops, sales, finance, and the front line.

03

Day 2 on-site

Systems verification, integration testing, and AI-exposure stress tests on the workflows that actually run the business.

04

Dollarized report · T+5

Six IC-ready deliverables on your desk before close, every finding tied to a number and a 100-day plan.

The math

Savings × multiple = enterprise value.

Operational savings compound at exit. The audit finds those dollars before you have paid for them. Model it, then book the real number.

Target annual revenue$14.6M
Annual savings we find$742K · 5.1% of rev
Exit multiple6×
Enterprise value created
$4.45M
$742K savings × 6× multiple
Annual savings$742K
Enterprise value$4.45M

We guarantee at least $250K in dollar-quantified savings, or the audit is on us. Illustrative, not an offer. The precise number comes from two days on-site.

What lands on your desk

Dollar-quantified. IC-ready. Pre-close.

01

Operational Risk Map

Every skeleton, key-person risk, tech debt, AI disruption exposure, ranked by cost to fix.

02

Systems & Process Inventory

Every tool, handoff, and manual step mapped. The real machine, on one page.

03

Savings Schedule

Leakage dollarized line by line, scored by confidence and time-to-capture.

04

AI & Automation Roadmap

What to build once you own it, sequenced by payback. The upside the seller never priced.

05

100-Day Action Plan

Week by week, what the new owner executes from day one.

06

Investment Committee Memo

Findings, risks, and upside on one page. Drops straight into IC materials.

Field evidence

Two recent audits, both sides of the deal.

File 01 · Downside
Facility services · Multi-state · ~$14.6M

The deal the books would let you overpay for.

98% retention and 75%+ recurring on paper. Inside: structurally losing about $100K a month, labor crept from 45% to 64% of revenue undetected, roughly six months of runway, payroll resting on one person.

−$1.2M/yr
Structural loss found
File 02 · Upside
Property mgmt · Pacific NW · 4,000 units

Healthy on paper. $742K a year trapped in the machine.

Profitable, 15%+ margins, wants to 4×. Found a $72K/yr platform creating negative value, 3,000 maintenance calls a month with zero automation, and the scalability ceiling the seller never priced.

$4.45M
Enterprise value created

Two recent engagements, one each side of the deal. Identifying details redacted; the numbers are real.

Who runs it

Operators and AI engineers, not a generic agency.

ChiefAIO is senior operators and AI engineers who have shipped real production systems in the businesses you buy: property management, brokerage, construction, financial and professional services. ChiefAIO Audit is our buy-side practice, on-site with your deal team in exclusivity, with a dollarized report on your desk before you wire.

Robert Kanaat, Co-founder and AI Engineer at ChiefAIO
Robert Kanaat
Co-founder · AI Engineer

Co-founded ChiefAIO. Leads the on-site diligence read, then builds the AI systems and automation that carry the findings into the new owner's first 100 days.

Parth Bhangale, AI Engineer at ChiefAIO
Parth Bhangale
Co-founder · AI Engineer

Builds and ships the agents, integrations, and automation that turn an audit's findings into running systems, so the 100-day plan executes from day one.

Robert Kanaat
ChiefAIO · Pre-close diligence
Deal-team questions

What deal teams ask first.

No. The audit runs inside your existing exclusivity window, in parallel with QoE and legal. Pre-audits start at T−7, the on-site is two days, and the dollarized report lands around T+5. Zero drag on your close.
QoE validates the numbers; tech diligence reviews the stack. Neither tells you whether AI can break the business or multiply it. We map operational risk and AI exposure on one side, and the AI-driven margin and throughput upside on the other, both dollarized and tied to a 100-day plan.
Leadership for executive sessions, function owners for deep-dives, and read access to the systems that actually run the business. We send a structured pre-audit request at T−7 so Day 1 starts at full speed.
Yes. We work under your NDA, on-site under whatever cover the deal requires. Findings go to your deal team and into IC, nowhere else.
At least $250K in annual, dollar-quantified savings identified per engagement, or we have not done our job. Both case files above cleared it with room.
You keep the operational risk map and the AI exposure read. Knowing the machine is worth having whether or not you wire, and it sharpens how you price the next one.
Before you wire

Know the machine before you own it.

Tell us about the deal and where it sits. We'll tell you honestly whether AI changes the thesis, and what we'd dollarize in two days on-site.

Model the ROI