How Private Equity Is Rethinking AI & Tech Due Diligence (According to Code & Co.)

Artificial intelligence is changing the rules of software investing, forcing private equity firms to adapt quickly and carefully. In this episode, we're joined by the team from Code & Co., one of the leading AI and tech due diligence firms serving private equity investors, to discuss how AI is transforming the way software companies are evaluated before a deal closes. Jim sits down with Code & Co. Managing Partners Dan Bender and Lukas Ingelheim along with Head of North America Kirby Montgomery to explain why tech due diligence is no longer just a checkbox exercise.

Dan, Lukas and Kirby walk us through real-world examples of overengineered software, cloud optimization opportunities worth millions of dollars, and how PE firms can identify companies that are positioned to thrive rather than become the next commoditized AI feature. Whether you're a private equity investor, software executive, operating partner, founder, or technology leader, this episode offers a practical look at what separates durable software businesses from those at risk of being disrupted.

About Code & Co.:

Founded in 2016, Code & Co. has close to 1000 engagements behind them for more than 200 global funds. They are a global and fast-growing practice with offices in Berlin, London, Paris and New York. From a fast first read-through to post-close value creation, Code & Co. works across the full deal lifecycle on both the buy-side and sell-side. The companies covered range from deep AI software businesses to tech-enabled players, and they also run IT due diligence for non-technical companies. Every member of the team is an operator with hands-on tech, product, and AI experience. That experience helps them take a confident view on where AI is building a real moat versus just being a feature that gets commoditized away.

To learn more about Code & Co., check out their website (https://www.codeandco.com/) or visit them on LinkedIn (https://www.linkedin.com/company/codeandcogroup/).

You can also connect directly with Dan, Lukas, and Kirby on LinkedIn:

https://www.linkedin.com/in/thedanbender/
https://www.linkedin.com/in/ingelheim/
https://www.linkedin.com/in/kirbymontgomery/

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(345)

Parker Gals | Building a Med Spa Roll-Up from Scratch (w/ Amanda Blank, Founders Beauty Group)

First, she sketched a med spa roll-up on maternity leave. Then, several law firms said it couldn't be done. Now? She owns five practices. Cass sits down with her old pal from grad school, Amanda Blank...

12 Loka 41min

11 Years as a PE-Backed CFO: What Sponsors Actually Want (w/ Jon Apter, Accordion)

He left private equity, took a 75% pay cut, and joined a 12-person startup that was still finding its footing. Now, Jon Apter helps oversee 1,600 employees as CFO of Accordion – a seat he's held for t...

7 Loka 1h

Parker Gals | From Advising to Investing: Building a Career in PE (w/ Katie Yuan, Hg Capital)

What does it take to move from banking to the buyside, and what do you have to figure out once you're there? Liz sits down with Katie Yuan, a private equity associate at Hg in London. They met in 2022...

6 Loka 40min

Relationships are the Atomic Unit of Deal Flow (w/ Ken Fine, CEO of Affinity)

We built our sourcing model around one goal: know every owner of every software company long before they decide to sell. Ken Fine, Affinity's CEO, joins us to explain why relationships and not process...

29 Syys 1h 11min

Parker Gals | How a College Point Guard Built a PE Career (w/ Brogan Magnarelli, Riverspan Partners)

Cass sits down with Brogan Magnarelli, Principal at Riverspan, to talk about her untraditional path into private equity — from point guard at Harvard to account manager at Boingo Wireless, to GE Healt...

28 Syys 49min

Diminishing Returns to Scale in Private Equity (w/ Andrew Akers, PitchBook)

Devin's mom's only instruction to her financial advisor was "the number should never go down." Downside protection is often the most attractive part of investing in a mega buyout fund, but the latest ...

23 Syys 1h 9min

Parker Gals | Why Private Equity is for Everyone (w/ Jessica Patton, 5th Century Partners)

What does it look like to "plant seeds" so aggressively that serendipity starts looking like a strategy? This week on Parker Gals, Cass sits down with Jessica Patton to trace her path from Detroit to ...

20 Syys 48min

Building Your 2027 AI Budget (w/ Justin D'Onofrio, Accordion)

Corporate AI spend in 2026 looked like a teenager loose at the mall with their parents' credit card. No policy, no budget, no discipline about what was purchased and why. That will change in the 2027 ...

16 Syys 57min