Part 1
Due Diligence for the AI Buildout
Fourteen essays for capital allocators, corporate developers, and DD practitioners on how to run due diligence for AI infrastructure and industrial technology deals. Every essay maps back to the six-layer AI Power Chain: capacitor, wide-bandgap semiconductor, thermal, interconnect, on-package delivery, modular datacenter.
The essays
Part 2
Team, timeline, and the anatomy of a data room
Part 3
Market and demand-side DD
Part 4
Customer, pricing, and competitive DD
Part 5
Product architecture and technology DD
Part 6
The Question Banks
Part 7
Seller-side prep: the DD workbook you should have ready
Part 8
Manufacturing, IP, and supply chain DD
Part 9
Quality of earnings and working capital DD
Part 10
Capex, growth economics, and projection stress-testing
Part 11
Organisational, key personnel, culture, and systems DD
Part 12
Legal and contract DD
Part 13
Deal structure, reps and warranties, escrow architecture
Part 14
Financing structure, covenants, closing risk
Part 15
Post-close validation and the DD improvement loop
Part 16
Regulatory, FDI, environmental, cyber DD
Part 17