Who We Help - Private Equity
Mid-market experts in value creation and technology due diligence
Through a partner-based approach, our IT Discovery service gives you peace of mind on your investments.
From pre-investment to post-investment, when you need to define and deliver clear business value from your technology investments, choose Fluid.







We partner with Private Equity throughout the Investment Lifecycle
Pre-Investment
Our full IT Capability Review focuses on key digital risks and growth opportunities – highlighting key strengths and areas of improvement.
We’ll also provide a detailed roadmap – providing a breakdown of timescales to improvement.
Post-Investment
Looking to optimise business outcomes in your investment?
We offer five service lines – each tailored to individual businesses – and specifically designed to add value through IT resilience.
-
Origination
- Data analytics / AI for opportunity identification
- Origination software implementation
-
Investment
- Combined operational and technology diligence
- Technology diligence
- Value creation planning support
-
Growth
- Elaborating the digital and ops roadmap into a deliverable, prioritised plan for growth
- Digital transformation-as-a-service
- Project management supporting the VCP
- Business intelligence, data and integration
- New system selection & Implementation
- Fractional IT leadership
-
Monitoring
- Ongoing operational reporting and KPIs
- VCP programme assurance & progress reports
- Digital and IT surgeries for portfolio
- Continual technology environment scanning
- Digital transformation as-a-service
-
Exit
- Exit diligence using our technology diligence framework
- Rapid issue remediation
- Data and analytics to support the sale memorandum
Case Studies


Fluid provides technology due diligence to Signature Corporate Finance and NVM Private Equity for their investment into Inprova

IT due diligence and business roadmap with the UK’s leading cycle industry distributor ZyroFisher

Fluid provides IT and Operational due diligence to Palatine on their investment into Routes Healthcare

Fluid provides Technology Due Diligence to Rockpool on their investment into Xiatech
Meet the experts

DAVE ROGERS
Associate IT Director
With over 20 years in the IT and private equity industries, Dave's key focus is on IT due diligence. Together with a fractional engagement approach to maximise the technology value, Dave ensures that products, processes, people and partnerships are right for current and future operations.

TOM BOTTOMLEY
Executive Chairman
Tom is a finance and sales professional with over 30 years' experience providing corporate finance advisory, origination, diligence and talent services to the private equity sector. Tom is a portfolio non-executive director and is Fluid's advisory partner for private equity and consultant CFO.