Dunstan Alexander.Book a Call
For private equity & venture investorsBefore the investment. Beyond the report.

Fractional Technology & AI Partner for Investors

Technology conviction.
Before and after the deal.

I help investors assess technology risk, leadership, architecture and AI capability, then turn those findings into practical value-creation plans across the portfolio.

01 Investment conviction02 First 100 days03 Portfolio value

Technical due diligence · AI assessment · CTO evaluation · 100-day planning · Portfolio advisory

01 / The investment case

Technology rarely breaks the thesis on day one.
It breaks it later.

The challenge is understanding which issues matter commercially, what they will cost and whether they change the investment case.

  1. Architecture that cannot support the growth plan

    The platform works today. The question is what happens at the scale in the model.

  2. Technology spend that grows faster than revenue

    Cloud, vendors and organisational complexity can erode operating leverage.

  3. Leadership built for a different stage

    The next phase may need a different remit, stronger support or additional capability.

  4. AI narrative without AI capability

    Claims need evidence of customer value, credible economics and defensibility.

02 / A useful starting point

Technology Investment
QuickScan.

A few questions about the company and the investment context. Get three areas I would investigate first.

Context before conclusions

Where should diligence begin?

Nine short questions. No score, no valuation and no automated investment decision. You can see the suggested focus areas before sharing your contact details.

Around 2 minutes · No confidential documents needed

03 / How I work

Technology judgement.
Across the investment lifecycle.

04 / The investment committee view

Technology findings.
Investment decisions.

What matters, what it changes and what management needs to do next.

Technology investment viewIllustrative example

Fictional company and figures. A demonstration of the approach, not a client engagement or investment recommendation.

OverallAmber
Investment thesis impactModerate
Architecture
Green
Scalability
Amber
Engineering organisation
Green
Technology leadership
Amber
Security
Green
Data & AI
Amber
Technology cost base
Red

Green: supported · Amber: investigate · Red: material concern

Key investment questions
  1. The current platform could support approximately 2–3× current scale before material re-platforming. What would trigger that investment?
  2. Technology leadership is credible operationally but untested at the next growth stage. What support will be needed?
  3. Cloud and vendor expenditure appears 15–25% above the assumed efficiency range. Which savings are achievable without delivery risk?
  4. AI capability is tactical rather than differentiated. What evidence would support the proposed AI advantage?
  5. An estimated £1m–£1.5m of technology investment over 24 months may be needed. Is that reflected in the investment case?
An independent technology view

Know what you’re buying.
Know what to fix next.

Whether you are assessing a new investment, planning the first 100 days or supporting a portfolio company, I can provide an independent technology view.

cto@dunstan-alexander.com