Mid-market experts in Technology Due Diligence & Value Creation

Through a partner based approach, our IT review and digital transformation services give you peace of mind on your investments

Who we work with


We partner with Private Equity throughout the investment lifecycle

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Digital & IT strategy and capability review

  • Establish business goals
  • Brainstorm tactics
  • Estimate benefits and costs
  • Prioritise delivery


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

Find out more about our combined Technology & Operational Diligence

Digital & IT strategy exit review

  • Showcase investment outcomes
  • Promote digital capabilities
  • Realise benefits & costs


Looking to optimise business outcomes in your investment?

We offer 6 service lines - each tailored to individual businesses - and specifically designed to add value through IT resilience.


  • Data analytics / AI for opportunity identification
  • Origination software implementation


  • Exit diligence using our technology diligence framework
  • Rapid issue remediation
  • Data and analytics to support the sale memorandum
Investment Cycle


  • 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


  • Combined operational and technology diligence
  • Technology diligence
  • Value creation planning support


  • 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

System Replacement & Implementation

  • Project mobilisation and business case preparation​
  • System implementation & benefits realisation​
  • System configuration and customisation​
  • Third party supplier management​

Business Intelligence, Data,
& Integration Services

  • BI solution implementation​
  • Systems integration​
  • Data maturity, governance, and optimisation​
  • Data warehousing / single data view / analytics​

Change & Project Delivery
As A Service

  • Fractional project managers, business analysts​
  • Full time project delivery squad​
  • Project rescue / augmentation / assurance​
  • Programme management /
    PMO / business change​

Process Automation & Digitalisation Services

  • Rapid app development using low-code​
  • Robotic process automation (RPA) and virtual agents​
  • App/Bot/BI in-a-day sessions​
  • App or RPA proof of concept​

Security, Infrastructure
& Cloud Services

  • Cyber security enhancements and GDPR compliance​
  • Cloud migration and optimisation​
  • Infrastructure refresh, governance and monitoring​
  • Internet of Things (IoT) technology deployment​

CTO & IT Director
As A Service

  • Regular board reporting on IT risks and roadmap progress​
  • Cyber security and GDPR monitoring and compliance ​
  • M365 adoption for enhanced productivity & collaboration​
  • IT supplier performance management / IT policy

“Fluid brings deep technical expertise, a commercial mindset and a practical focus.

We see them as a strategic partner for us going forward as we increasingly look to technology to create value across our portfolio”

Gareth Wilson, Portfolio Operations Director, Palatine

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

Strategic digital transformation partner to Palatine Private Equity, Fluid focuses on how technology can deliver value and enable business growth.

Case Studies

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Group 53

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

Tom Ainscough profile pic circle 1

“I really appreciated getting a full picture, from an unbiased perspective, of where the business was in terms of the risks and opportunities”

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Group 54

Checkmate Fire integrates systems, streamlines processes and enables performance reporting with FluidIT

John (1)

"This is the start of a long term relationship with a partner that understands what is important to our business, as well as being nice people”