Technology and data diligence for private equity

See your acquisitions' compliance before you buy.

We audit the company you want to buy, then fix what we find and keep it compliant once it's yours.

Before you buyAudit

Every system read, the risks found while there is still time to act.

After you buyFix

We fix what we found and prove it with the same checks.

Every monthKeep it compliant

Each company stays checked and measured against your group standard.

What LakeHouse Intelligence does

Audits that run themselves and data you can rely on.

  1. The audit

    Runs on its own across every connected system.

    Our people review every result, and a named specialist signs off each serious finding.

  2. Clean data

    Duplicates merged and figures reconciled.

    Old accounts closed and records matched across systems, so every report after that is right.

  3. Any company

    A deal, your own business or a personal audit.

    The same platform and the same evidence, before you buy or as a check-up with no deadline.

  4. Investor roadmap

    What to fix, in what order and at what cost.

    Written so a non-technical investor can follow it and track progress month by month.

  5. Facts from the source

    Every number traces back to the live record.

    No relying on interviews or on what the seller chooses to share.

  6. Better value, always compliant

    Kept current every month, so no yearly re-audit.

    The systems, the standards and the audit stay up to date, and compliance does not lapse between deals.

  7. Every company in one view

    The parent sees each company's data and reports fast.

    Every company is measured against the group's own standard from the day it joins.

  8. See it on your next dealBook a demo

Connects to the tools companies already use

Finance, sales, people, code and cloud, read in one place.

Each system connects with a read-only key. If a company runs something we do not read yet, we add it, usually within a few days.

What we do

Audit, fix, then keep it compliant.

01

Audit

Before the deal

The target's technology, data, security and compliance, scored against recognised standards and your platform company.

  • Red flag memo first
  • Full report on every subject
  • What it would take to fix it
  • Integration roadmap
02

Risks and fix

Around completion

Findings feed the deal terms and the price. After completion we fix what you choose and prove it with the same checks.

  • Prioritised, costed plan
  • Security, data, platform and migration fixes
  • Every change approved twice
  • Before and after on the same checks
03

Upkeep

For as long as you own it

Every company stays connected and checked each month, measured against the group standard.

  • Monthly checks, drift caught early
  • Group dashboard for the fund
  • Monthly board pack
  • Every report in one library

Also available on its own: a baseline audit of your platform company, and a standalone review for a business preparing for sale.

PortfolioLive

Your projects

Harrow GroupFund III · 7 companies
1 red flag
Meridian CareFund II · 4 companies
On track
Atlas SoftwareFund III · 3 companies
On track
SetupAuditFixUpkeep
Calder AnalyticsSoftware · 180 staff
SetupAuditFixUpkeepClose
37Findings
3Red flags
13/13Systems read
41%ISO 27001 ready

Findings by area

Access and secrets11
Policy and standards9
Data, files and backup7
Security operations6
Legal, IP and suppliers4
Red flag memo · deliveredFull report · in progressFix plan · next
Larkfield MediaMedia · on upkeep since March
SetupAuditFixUpkeepClose
214Checks this month
2Drift alerts
81Group standard
12/12Systems

This month

  • FixedNew admin in AWS removed within a day
  • FixedMFA switched back on for one user
  • PassedBackups tested and restored
  • ReadyNovember board pack

Investors view

See the whole group in one place.

The fund logs in and sees every project it owns. Open a group to see each company's stage and how it is tracking, then open a company to see what was found, what was fixed and what is checked every month.

  • Every project and every company on one dashboard
  • Where each one is, from audit to upkeep
  • Data coming in live from every connected system
  • Each company measured against your group standard
See the investors view

Connect with us

See it on one of your own deals.

We can show you a demo, or walk you through LakeHouse Intelligence in person with the companies you are looking at.

Book a demo

London · Engagements worldwide