AssetMax.ai is an Al-powered platform that helps investors source better deals, execute with confidence, and maximise exit value
Technology intelligence and value creation for private equity - from proprietary deal flow to premium exit multiples.
Proprietary deal origination and market mapping
Find off-market targets before auctions start.
Technology, AI, and cyber due diligence
Validate risk and quantify upside before you commit capital
Value creation execution and tracking
Turn plans into measurable EBITDA with board-ready evidence
Exit readiness and buyer targeting
Pre-empt diligence questions and support multiple expansion
AssetMax is a technology intelligence and value creation partner to private equity funds, portfolio companies, sell-side advisors, and family offices. We support decisions and outcomes across the full investment lifecycle – from building conviction on where to invest and sourcing proprietary opportunities, through confirmatory diligence and holding period execution, to exit preparation that reduces buyer friction and supports multiple expansion. Our platform brings together market mapping, real-time sector intelligence, Voice-of-Customer evidence, AI and automation value levers, and buyer-ready diligence materials – so deal teams can move faster with greater confidence, value creation teams can track measurable EBITDA impact, and management teams can present credible, audit-ready equity stories at exit. We serve five core investor profiles: thematic PE investors building conviction on macro themes and sourcing off-market targets; corporate strategists executing bolt-on M&A and digital separations; turnaround investors detecting distress signals and unlocking immediate cash-release levers; family offices modernizing generational assets; and sell-side advisors maximizing deal velocity and valuation by pre-empting buyer questions. Every service and solution is designed to produce board-ready, IC-grade, and buyer-ready outputs – not generic consulting deliverables.
Better Information. Better Decisions. Better Outcomes.
SERVICES OVERVIEW
Buy-side and Sell-side services designed for private equity, family offices, portfolio companies, sell-side advisors, and corporates
Strategic blend of some / all AssetMax.ai services tailored to optimising the ROI of your intended / actual investment.
Thematic research and market mapping, and news intelligence with sentiment scoring and alerts.
Early off-market deal sourcing in Europe, US, and APAC.
Voice-of-customer and employee insights from large-scale review data, benchmarked against competitors—offering unmatched depth and detail.
What is the automation / AI potential of your target / portfolio company? Includes execution of the recommendations.
Buy / Sell-side Technology Due Diligence including risk mitigation, and value creation opportunities.
Express digital separation, TSA planning and standalone readiness for carve-outs.
Exit readiness packaging VDD, customer proof, and buyer-ready equity story collateral.
Cybersecurity-as-a-Service, continuous cyber risk diligence and portfolio protection.
Our services are designed to be consumed standalone or combined through AssetMax, our lifecycle subscription platform that unifies intelligence and delivery from thematic research and off-market deal origination through to exit readiness. Each service produces decision-grade outputs: clear evidence, disciplined assumptions, and materials that reduce friction at Investment Committee, board review, and buyer diligence. These are not point-solution tools or generic advisory engagements. They are built for private equity execution – structured to answer the questions deal teams ask before they bid, value creation teams ask during holding period, and buyers ask during diligence. Whether you need to validate an investment theme, quantify technology risk, benchmark customer sentiment versus competitors, size automation-driven EBITDA uplift, or package a buyer-ready equity story, our services deliver outputs you can take straight into IC memos, board packs, and data rooms.
We turn market signals, diligence evidence, and value-creation levers into faster IC decisions, measurable portfolio performance, and stronger exit outcomes.
SOLUTIONS OVERVIEW
Solutions aligned to the investment lifecycle
Pre-Deal, Holding Period, Exit Readiness
Our solutions connect investment conviction (where to deploy capital) to execution discipline (how to protect and build value) and buyer confidence (what supports premium multiples) – delivered through repeatable, evidence-based outputs that scale across your portfolio.
AssetMax supports investment professionals and management teams with a set of lifecycle solutions that connect what we believe (investment thesis and themes) to what we do (origination, diligence, and execution) and what buyers underwrite (evidence at exit). The result is clearer decision-making at Investment Committee, reduced downside risk during holding period, and a more credible equity story when it is time to sell – delivered through consistent, repeatable outputs that can be refreshed as the asset evolves. Our solutions are organized around the three decision stages that matter most to PE investors: Pre-Deal (build conviction and reduce risk before capital is committed), Holding Period (protect value while executing the plan and tracking measurable performance), and Exit Readiness (remove buyer friction and justify premium multiples with evidence). This structure mirrors how private equity funds actually operate – not how consultants organize their service catalogues.
PRE-DEAL
Justify premium multiples, remove buyer friction, time the process.
Our solutions help investors build conviction on where to deploy capital, source proprietary opportunities ahead of competitive processes, and enter Investment Committee with evidence that supports disciplined pricing and deal structure. We address the core challenges thematic investors face when validating macro themes, the friction corporate strategists encounter when planning bolt-on integrations, the speed requirements turnaround investors need when detecting distress, and the translation challenges family offices face when assessing technical risk in generational businesses. These solutions are designed to answer the questions that matter before the bid: Is the thesis defensible? Are there off-market targets we can reach before the auction? What do customers actually think about this company versus competitors? What are the hidden technology and cyber risks? How much EBITDA can we realistically unlock through automation? If this is a carve-out, what is the separation complexity and cost? The outputs – market maps, customer benchmarks, technology risk assessments, automation ROI models, and TSA readiness plans – plug directly into IC memos and support pricing confidence.
From Origination to Exit:
Maximised Asset Value.
HOLDING PERIOD
Execute the plan. Protect downside. Surface upside. No surprises.
The Holding period is where investment theses are tested and value creation plans either deliver or drift. Our solutions help investors and management teams track measurable EBITDA impact, detect emerging risks before they erode value, benchmark performance to separate execution issues from structural market shifts, and maintain visibility on bolt-on opportunities and exit signals throughout the holding period. These solutions address the accountability gap between what we said we would do in the IC memo and what actually happened. They provide board-ready evidence of progress, early warning systems for technology and market risks, objective benchmarks for performance discussions, and continuous intelligence on the external environment – so capital allocation decisions during holding period are as disciplined as the original investment decision. Whether you are a PE fund tracking a Day-100 plan, a turnaround investor proving cash-release delivery, or a corporate strategist monitoring integration progress, these solutions turn execution into measurable, reportable outcomes.
One Platform. Every Stage.
EXIT READINESS
Justify premium multiples, remove buyer friction, time the process.
Exit readiness outcomes are determined long before the process starts. Our solutions help investors and advisors translate operational progress into buyer-ready narratives, pre-empt diligence friction with independent evidence, time the exit to maximize competitive tension, and prepare management teams and data rooms for scrutiny. The goal is to justify premium valuation multiples with credible proof – not marketing claims. These solutions address the challenges sell-side advisors face when packaging assets to reduce buyer skepticism, the valuation risk PE funds encounter when technology or customer concerns emerge late in diligence, and the execution risk turnaround investors carry when trying to prove the turnaround is complete. The outputs – independent Vendor Due Diligence (VDD), Voice-of-Customer benchmarks, quantified automation ROI, strategic buyer maps, and structured data room indexes – answer the questions buyers always ask and remove the friction that causes re-trades or slows sign-to-close execution.
Sign up to our newsletter
ABOUT US
Built by operators who understand PE decision-making.
AssetMax was founded by Davide Boiardi and Steve Denby to give investment teams and management the decision-grade intelligence and execution support they need throughout the deal lifecycle. We combine deep technology and diligence capability with practical value creation – so insights translate into underwriting confidence during Pre-Deal, measurable improvement during Holding Period, and buyer-ready evidence at Exit Readiness. Our expertise spans the full investment lifecycle: helping thematic PE investors validate macro themes and source proprietary targets, supporting corporate strategists with bolt-on M&A and digital separations, enabling turnaround investors to detect distress and unlock immediate value, advising family offices on modernizing generational assets, and partnering with sell-side advisors to maximize deal velocity and valuation. Our ambition is to build an IP-led intelligence platform with recurring capabilities and codified delivery that scales beyond individuals and stands up to strategic buyer scrutiny. We apply the same discipline to our own business that we bring to client engagements: repeatable outputs, measurable outcomes, and a clear path to premium valuation multiples.
Deep expertise
Supporting private equity funds, portfolio companies, and sell-side advisors across origination, diligence, value creation, and exit.
Focus
On repeatable, IP-led delivery – codified playbooks and platform integration that reduces founder dependence and scales across portfolios.
Strategic ambition
Build an intelligence platform capable of achieving premium exit multiples (designed with the discipline we apply to our clients).
Better Information.
Better Decisions.
Better Outcomes.
CLIENT PORTAL
Secure access to deliverables, intelligence, and lifecycle updates.
Secure, structured access to project deliverables and ongoing intelligence feeds
Organized by asset, workstream, and lifecycle stage (Pre-Deal / Holding Period / Exit Readiness)
Direct links to updated materials: diligence outputs, Voice-of-Customer evidence, monitoring insights, execution dashboards, and refresh schedules
Contact routing to relevant team members for renewals, add-ons, and next actions
The AssetMax Client Portal provides a secure, structured workspace where clients can access deliverables, track ongoing workstreams, and stay aligned on next actions across the investment lifecycle. It brings together key materials – diligence outputs, Voice-of-Customer evidence, market monitoring insights, value creation dashboards, and execution updates – so deal teams, value creation teams, and management can work from a single source of truth. The portal is organized by asset and lifecycle stage (Pre-Deal / Holding Period / Exit Readiness), making it easy to navigate to relevant materials without searching through email threads or shared drives. Clients can view live intelligence feeds (Copernicus alerts, Kepler target updates), download audit-ready deliverables (TDD reports, Galileo benchmarks, Alt-Human ROI models), and access refresh schedules for recurring services. For access requests, support, or questions about renewals and add-ons, use the Contact Us link and we will route you to the right team member.
Ready to discuss your next deal or portfolio challenge?
Ready to discuss your next deal, portfolio challenge, or exit preparation? Book a strategy session with our team to explore how AssetMax can support your origination, diligence, value creation, or exit readiness priorities. Whether you are validating an investment theme, assessing a target pre-LOI, tracking holding period performance, or preparing for a sale process, we will connect you with the relevant specialists and show you how our solutions translate into faster decisions and stronger outcomes.