€4M in Regulatory Risk Identified Before the Ink Dried
Independent technical assessment identifying €4M exposure across portfolio companies
€4M
Risk exposure identified
3
Portfolio companies assessed
3 months
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Private Equity
Independent Salesforce technical due diligence for PE firms: architecture assessment, risk quantification, and post-acquisition integration planning.
Standard financial and legal due diligence does not reach Salesforce. Auditors review financials. Lawyers review contracts. Nobody assesses whether the Salesforce org is a liability that will require six-figure remediation post-acquisition.
The seller controls the narrative on technology assets. Most sellers have no incentive to surface architectural problems, compliance gaps, or technical debt that would reduce their valuation. PE firms need an independent technical assessment — honest, methodical, and delivered within the deal timeline.
I conducted Salesforce technical due diligence for Affirma Capital across 3 portfolio companies, identifying €4M in regulatory risk exposure that the sellers had not disclosed. The assessment framework covers architecture quality, data governance, compliance posture, integration health, and remediation cost estimation.
How I Help
Client Results
Ready to architect Salesforce for private equity?
30-minute discovery call. No pitch — just an honest assessment of where you stand.