Private Equity

Financial and legal due diligence may not examine the Salesforce org deeply enough to quantify delivery, compliance, integration, or remediation risk after acquisition.

The seller controls much of the technology narrative. Material architecture, compliance, or technical-debt issues therefore require independent evidence, tested against the deal timeline rather than assumed from either party's incentives.

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.