For transaction advisory
Add AI diligence and post-close advisory to the deals you already run.
Targets, buyers, and portfolio companies ask about AI risk and value creation in the same breath as the deal thesis. Meet them there.
- Sellable line in about six weeks
- Zero fixed cost to start
- You keep the relationship and the margin
Crestline AdvisoryCrestline Advisory can add an AI diligence module that fits the deal calendar
Vendor risk, data exposure, and post-close value creation in a fixed-scope pack next to QoE.
The opportunity
The seat you already hold
Transaction advisory teams see AI in diligence, vendor diligence, and post-close value creation, but lack a packaged module that fits deal timelines.
Built for Partners at transaction advisory, QoE, and M&A boutiques with active deal flow.
Client questions
What your book is already asking
If these sound familiar, you already have demand. The question is whether the answer stays inside your firm.
- How should AI show up in diligence?
- Can you stress-test the target's AI vendors?
- What AI risk belongs in the QoE narrative?
- Can you help a portfolio company run a 90-day AI sprint?
- How do we price an AI module next to diligence?
- Can this become a post-close retainer?
What you sell
Packaged offers under your paper
Co-branded kit included. Full white-label materials available as an upcharge on co-sell and embedded.
- $15k–$35k
AI Diligence Module
Structured review of AI systems, vendors, data risk, and value-creation opportunities in a target.
- $30k–$75k
Post-close Pilot
Fixed-fee build against a value-creation thesis agreed at close.
- $4k–$15k/mo
Managed AI Operations
Ongoing support for portfolio or client operating companies.
Objections
What managing partners ask before signing
Our deals move too fast for another workstream.
The AI module is productized with a fixed scope and checklist so it fits diligence timelines instead of inventing a new practice mid-deal.
Will this confuse the QoE narrative?
It slots beside it. AI risk and opportunity get their own section with clear diligence findings, not a bolt-on science project.
Who carries delivery risk post-close?
Scoped pilots with written success criteria. Your firm reviews before anything ships to the portfolio company.
Will you sell around us to sponsors?
No. Non-solicit in writing. Deal and portfolio work only comes through your relationships.
What happens next
From a working session to a sellable line
One clear path. The Revenue Map is free, and yours to keep either way.
- 01
Book the session
Tell us your firm and roughly how many clients could buy an AI line. Takes a minute.
- 02
45-min Revenue Map
We walk your client list segment by segment and show you what an AI service line is worth in your book.
- 03
Co-branded kit
If the math works, we stand up your service line and sales-ready one-pagers under your name.
- 04
First deals co-sold
We sell the first three engagements with your partners, typically inside six weeks of kickoff, and stay on call for every deal after.
Keep reading
Related pages
See what an AI service line is worth in your book.
Book a free 45-minute AI Revenue Map session. We walk your client list segment by segment. Yours to keep either way.