Kaimi
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Services
/ Our work
Lower-Middle-Market Private Equity
PE firms with recurring software and technology-enabled deal flow who need independent screening and integrated diligence on platform and add-on targets. Two-to-three-week clock, IC-ready output, and evidence that reconciles technology, product, and operating findings against the investment thesis.
Independent Sponsors
Deal-by-deal sponsors pursuing lower-middle-market software or technology-enabled acquisitions who want a senior buy-side diligence team without an in-house operating partner group. Fixed-fee scopes sized to the transaction, delivered by principals who defend the memo in front of LPs and the IC.
Direct investors underwriting software, AI, or data-heavy targets outside their internal technical expertise. We test whether the AI is production-ready, whether deal-critical metrics reconcile to source systems, and whether the roadmap being priced can actually be delivered by the current organization.
Portfolio Boards & Sponsors
Post-close mandates: a 100-day technology and AI value-creation plan, time-bound CTO or COO/CPO leadership to stabilize execution, or a portfolio-wide review of technology risk, AI maturity, and integration readiness across companies.
Lower-Middle-Market Private Equity
PE firms with recurring software and technology-enabled deal flow who need independent screening and integrated diligence on platform and add-on targets. Two-to-three-week clock, IC-ready output, and evidence that reconciles technology, product, and operating findings against the investment thesis.
Independent Sponsors
Deal-by-deal sponsors pursuing lower-middle-market software or technology-enabled acquisitions who want a senior buy-side diligence team without an in-house operating partner group. Fixed-fee scopes sized to the transaction, delivered by principals who defend the memo in front of LPs and the IC.
Direct investors underwriting software, AI, or data-heavy targets outside their internal technical expertise. We test whether the AI is production-ready, whether deal-critical metrics reconcile to source systems, and whether the roadmap being priced can actually be delivered by the current organization.
Portfolio Boards & Sponsors
Post-close mandates: a 100-day technology and AI value-creation plan, time-bound CTO or COO/CPO leadership to stabilize execution, or a portfolio-wide review of technology risk, AI maturity, and integration readiness across companies.
Ecosystem Building
/ We share our expertise and resources with select groups that meet our criteria.
Deal-Flow Screening
Independent, bounded triage on software and technology-enabled targets before a buyer commits to full diligence, with 48-hour turnaround on up to three screens per month.
Integrated Diligence
A CTO and COO/CPO principal test the technology, AI, product, data, and operating model against the investment thesis, then defend the conclusion in front of the deal team.
100-Day Value-Creation Plan
A sequenced post-close program that turns accepted diligence findings into owners, milestones, decisions, and business cases linking technology and AI to revenue and margin.
Portfolio Support
Time-bound CTO or COO/CPO leadership to carry the plan into execution, plus sponsor-level reviews of technology risk, AI maturity, and integration readiness across portfolio companies.
Building
diversified
wealth
Kaimi Advisory helps lower-middle-market private equity firms and independent sponsors test an investment thesis against the target's code, systems, operating data, product, and ability to execute, then translate the evidence into decisions the investment committee can act on.
We work buy-side only, on software and technology-enabled businesses roughly $10M to $250M in enterprise value, on a two-to-three-week diligence clock.
Financial and commercial diligence establishes what a company has sold and how it presents its market. It does not establish whether the platform can support the growth case, whether the AI is real and economical, whether deal-critical metrics are controlled, or whether the organization can deliver the roadmap being underwritten. Those questions become expensive after close. We answer them before the IC commits.