01
Typically 5–7 business daysTechnical Red Flag Screen
Find the technical issues that need attention first.
Identify material technical risks, unsupported claims and evidence gaps before setting the full diligence scope.
ZeroFold Investor Solutions
Understand the technology. Then make it work.
We assess before close and coordinate after close: technical and scientific due diligence before investment, followed by technology and operational integration after investment.
Technical and operational scope only.
See the two investor offers ↓ZeroFold reports evidence, risks and execution requirements. We do not provide financial product advice, investment or transaction recommendations, valuations, fundraising, deal arranging or securities dealing.
Two points of entry
Understand the asset before close. Improve it after close.
01
Before investment
Technical & Scientific Due Diligence for Investors
Examine the technology, scientific evidence, team, claims, defensibility and execution requirements relevant to the agreed technical scope.
Red flag screen · Full diligence · Claim validation · 100-day plan↘
02
After investment
Post-Acquisition Technology & Operational Integration
Turn the thesis and diligence findings into an owned programme across systems, data, suppliers, workflows and management teams.
Integration blueprint · Execution office · Portfolio technology office↘Before the investment
Technical & Scientific Due Diligence for Investors.
We examine technical and scientific claims, identify material engineering risks and report evidence, limitations and post-close requirements. Each scope is led by a senior diligence lead and matched specialists; the client and its licensed advisers retain every transaction and investment conclusion.
02
Scope-led assessmentFull Technical & Scientific Due Diligence
Test the technical and operating assumptions.
Assess the technology, team, evidence, defensibility, scalability and execution requirements against the agreed operating case.
03
Focused investigationTechnical Claim Validation
Test the claim the transaction depends on.
Examine a critical technical or scientific claim when document review alone cannot establish whether the evidence supports it.
04
Pre- or post-close100-Day Technical Value Creation Plan
Turn findings into an executable first chapter.
Translate diligence findings into priorities, owners, dependencies, investment requirements and a sequenced post-close roadmap.
See exactly what we assess across Software & AI, Medtech, Climate & Energy, Defence, Robotics, Biotech and Quantum—and where specialist opinions are required.
See the full diligence scope ↗Post-acquisition integration & execution
Turn the integration objectives into an owned technology programme.
We map systems, data, workflows, vendors and responsibilities; decide what should stay, connect, change or wait; then coordinate the work with management, suppliers and delivery teams.
Three post-acquisition offers
Choose how much integration support you need.
Start with a blueprint, add accountable programme execution, or create a repeatable technology office across the portfolio.
Establish control before activity multiplies.
A focused assessment of systems, data, workflows, suppliers, risks and decisions, translated into a sequenced first-100-day execution roadmap.
Best for · New platforms · Add-on acquisitions · Unclear integration prioritiesGive the programme one accountable centre.
A ZeroFold programme lead coordinates decisions, workstreams, specialists, suppliers and delivery while keeping progress and unresolved issues visible.
Best for · Cross-functional integration · System change · Management capacity gapsBuild a repeatable capability across the portfolio.
A shared technology and execution layer that helps compare needs, prioritise initiatives, reuse playbooks and mobilise specialist capability across companies.
Best for · Buy-and-build strategies · Multiple portfolio companies · Repeated add-onsHow the two offers connect
One path from evidence to working change.
Examine the asset, set technical priorities and turn the findings into an owned programme.
Diligence
Examine the technology, evidence, team and technical assumptions in scope.
100-day plan
Turn findings into priorities, owners, dependencies, delivery requirements and timing.
Build & integrate
Deliver the systems, integrations, automation and data work required after close.
Deliver specialist workstreams
Mobilise defined technical or operational workstreams with clear outcomes and owners.
Improve the portfolio
Apply the learning through ongoing integration and portfolio-level technology execution.
The ZeroFold model
Who owns what during execution.
Investor Solutions leads the cross-business programme. Build delivers defined technology outcomes through an accountable ZeroFold delivery team.
Investor Solutions
Frame and govern the programme.
- Integration intent and priorities
- Decisions and dependencies
- Programme ownership and reporting
- Cross-party coordination
Build
Deliver the technology outcomes.
- Systems and integrations
- Data and reporting platforms
- Workflow automation
- Internal software and controls
More detail when you need it
The substance is here. It does not need to obscure the offer.
What post-acquisition integration can uncover
Systems do not connect
Core platforms, identity, finance, CRM and collaboration environments carry different assumptions into the combined business.
Data tells different stories
Management reporting, customer records and operational measures remain fragmented across businesses and tools.
Cost remains duplicated
Vendors, licences, infrastructure and manual work persist because no one has made the sequence of decisions required to simplify them.
Workflows break at the boundary
The acquisition may be complete while sales, service, finance and delivery still depend on handoffs that were never designed to work together.
Ownership is unclear
Advisers identify issues, suppliers own individual systems and internal teams carry the programme alongside their normal responsibilities.
Management attention is divided
Leaders must protect business-as-usual performance while also making decisions that shape the next operating model.
What the Integration Blueprint contains
01Current-state systems, data, vendor and workflow map
02Business-continuity and execution-risk register
03Target-state decisions: retain, integrate, replace or defer
04First-100-day roadmap with dependencies and owners
05Governance, decision rights and reporting cadence
06Indicative technology budget requirements and delivery options
07Value-creation initiatives linked to operating outcomes
08A controlled path into Build or specialist partners
How accountability and specialist boundaries work
One accountable relationship
The client relationship and programme leadership remain Australian-led, with global specialist capability assembled around the work.
Client-owned systems and information
Access is deliberate, least-privilege and documented. Repositories, accounts, artefacts and final programme knowledge remain with the client.
Specialists are explicit
Cybersecurity, legal, tax, financial and regulatory specialists are identified clearly when their expertise or independence is required.
Technical findings and transaction advice are separated
ZeroFold reports technical evidence and execution requirements. Financial-product, valuation and transaction recommendations remain with the client and its appropriately licensed advisers.
Questions
What buyers usually want to know.
Is ZeroFold an M&A adviser?
No. ZeroFold is not an investment bank, broker, financial adviser, accounting adviser or legal adviser. Investor Solutions is limited to technical and operational consulting around diligence, integration and portfolio programmes. We do not recommend whether a client should acquire, dispose of or hold an investment, value a financial product, arrange a transaction, raise capital or deal in securities.
Do you provide technical and scientific due diligence?
Yes, when the required senior diligence leadership and specialist coverage are in place. The work reports technical evidence, limitations, engineering risks and execution requirements. It does not provide financial product advice, an investment recommendation, a transaction recommendation, valuation, statutory assurance or a formal legal, tax, patent, regulatory or medical opinion.
When should Investor Solutions become involved?
The strongest point is before integration activity fragments: during late diligence, between signing and close, immediately after close or when an existing post-acquisition programme has stalled. We can also establish a portfolio-level capability before the next add-on arrives.
Do you replace the portfolio-company management team?
No. Management retains all business, transaction and investment decisions. ZeroFold adds technical evidence, programme structure and specialist execution so the authorised decision-makers and their advisers have a clearer operating picture.
Can you work with our existing advisers, MSPs and software vendors?
Yes. Investor Solutions is designed for environments with multiple parties. We clarify responsibilities, dependencies, decision rights and reporting so existing expertise contributes to one programme rather than becoming another disconnected workstream.
Can ZeroFold execute the roadmap it recommends?
Yes, where that is appropriate and explicitly agreed. Build can deliver software, integrations, data and automation outcomes, while Investor Solutions coordinates the wider programme. External specialists remain involved where independence, accreditation or domain authority matters.
How are integration priorities chosen?
We prioritise around business continuity, agreed integration objectives, dependencies, cost, risk, management capacity and time to useful value. The aim is not to integrate everything; it is to make the smallest set of decisions that creates control and momentum.
Can Investor Solutions support several portfolio companies?
Yes. The Portfolio Technology Office is designed to create a repeatable view of technology needs, shared playbooks and an accessible specialist network across multiple companies while preserving the context and autonomy of each management team.
ZeroFold Investor Solutions
Which technical question or execution problem needs clarity?
Share the target technology, agreed technical questions, transaction stage or post-close execution problem. We will identify the smallest credible way to establish evidence and control within ZeroFold's technical and operational scope.