What We Offer

Services Designed for Deal Timelines

Four focused offerings — built around the specific needs of investors, boards, and portfolio companies at each stage of the transaction lifecycle.

Buy-Side & Sell-Side
Technology Due Diligence
A comprehensive, independent assessment of a target company's technology — grounded in investment acumen, with a value-based perspective that goes beyond risk mitigation.

Paxanimo's diligence engagements assess the full technology stack — application design, infrastructure, security posture, Product Management and SDLC maturity, engineering talent, and Technology Costs, with findings translated into investment-grade risk ratings and clear priorities. Every engagement includes a dedicated AI assessment, given how directly AI capability and risk now affect deal value.

While software and tech-enabled companies comprise the majority of our deal volume, we have extensive experience in evaluating the use of back office and related technologies across industries.

With more than 1,100 transactions advised — buy-side, sell-side, and post-acquisition — Paxanimo brings pattern recognition that only comes from volume. Deliverables are written for investment committees and deal teams: technically rigorous, commercially contextualized, and calibrated to the priorities of the deal at hand.

Start a TDD Engagement
Assessment Domains
Application Architecture & Tech
AI Risk & Opportunity
Infrastructure
Codebase Analysis
Security Posture
Product Management & SDLC
Data & Analytics
Engineering Organization
Technology Costs
Backoffice and Operational Tech
Deliverables
  • Executive Summary with deal-contextualized prioritization
  • Domain-by-domain findings and maturity and impact ratings
  • Remediation recommendations with cost estimates
  • Live readout and Q&A with deal team
Typical Timeline
Day 1-4Kickoff, scope alignment, data room access
Day 5Discovery sessions with CTO / leadership - initial red flags summary
Day 6–7Analysis, findings synthesis, report drafting
Day 8–10Report delivery and readout
What's Included
  • Rapid review of the data room and ~1 hour session with Target leadership (optional)
  • Summary maturity assessment across prioritized domains
  • Prioritized top findings and risk flags (3–5 critical items)
  • Recommended scope for full Diligence if proceeding
  • 60-minute debrief call with Deal Team
Typical Timeline
Day 1-2Kickoff and data room intake
Day 2 Compressed discovery session (optional)
Day 2 Analysis and findings memo
Day 3Delivery and debrief
Fast-Track Assessment
Red Flags Review
A targeted, rapid assessment designed for compressed deal timelines — first-round bids, LOI decisions, and preliminary screening.

When the deal clock is moving faster than a full TDD allows, the Red Flags Review delivers the essential risk intelligence needed to proceed with confidence. It covers the highest-impact domains and produces a concise findings memo within 3 days.

The Red Flags Review is also commonly used as a precursor to a full TDD, particularly pre-LOI — establishing priority areas and framing the deeper engagement scope.

Request a Red Flags Review
What We Assess
AI Strategy & Roadmap
Model Architecture
Data Assets & Pipelines
Build vs. Buy vs. Wrap
Defensibility & Moat
Regulatory & Compliance Risk
AI Cost Structure
Vendor & Model Dependencies
Deliverables
  • AI maturity and defensibility assessment
  • Risk and opportunity register with deal implications
  • Build/buy/wrap recommendation and cost framing
  • Competitive positioning relative to AI-native alternatives
  • 100-day AI value creation priorities (for post-close engagements)
AI Risk & Opportunity
AI Value Assessment
A focused assessment of a company's AI capabilities, risks, and value creation potential — built for investors who need to separate signal from hype.

AI is rapidly changing the investment landscape. Whether a target claims AI at its core or is navigating how to incorporate it, the stakes of getting this wrong — in either direction — are material to deal value. Paxanimo cuts through the noise to assess what is real, what is defensible, and what represents genuine opportunity or risk.

Available as a standalone engagement or integrated into a full TDD. Particularly valuable for AI-native targets, companies with significant data assets, or any deal where the investment thesis is tied to AI-enabled growth.

Discuss an AI Assessment
Post-Close Advisory
Portfolio Company Strategy
Strategic technology advisory for portfolio companies — from 100-day planning through hold-period value creation.

Paxanimo works directly with portfolio company leadership teams and operating partners to translate TDD findings into executable technology strategy. Engagements are scoped to specific objectives: roadmap development, architecture modernization planning, team org design, or interim CTO/CPO support.

We bring operating experience — not just advisory expertise — and work at the pace the business requires.

Discuss a Portfolio Engagement
Common Engagement Types
  • 100-day technology plan and quick-win prioritization
  • Technology roadmap aligned to investor hold-period thesis
  • Architecture modernization assessment and phased plan
  • Engineering org design and hiring plan
  • CTO coaching and operating partner technical briefings
  • Vendor evaluation and platform rationalization
Engagement Models
ProjectFixed-scope, defined deliverable (2–6 weeks)
RetainerOngoing advisory at defined hours/month
InterimPart-time CTO/CPO support through key milestones
Start a Conversation

Tell us about the deal and we'll recommend the right engagement and confirm availability within one business day.

Contact Paxanimo