Post by Lahav Advisory
3 followers
๐ง๐ฒ๐ฐ๐ต ๐ &๐ ๐ถ๐ ๐ป๐ผ ๐น๐ผ๐ป๐ด๐ฒ๐ฟ ๐ฎ "๐ฐ๐ต๐ฒ๐ฐ๐ธ-๐๐ต๐ฒ-๐ฏ๐ผ๐ " ๐ฒ๐ ๐ฒ๐ฟ๐ฐ๐ถ๐๐ฒ EY recently released a great piece confirming what weโve been seeing at Lahav Advisory for the last 18 months: In a tighter market, the "Technical Truth" is the only thing that protects your valuation. The article highlights three "Value Killers" that traditional DD often misses: 1. The AI Monetization Gap: Everyone has an AI roadmap, but few have an auditable path to profit. 2. Technical Debt as a Liability:"Shortcut-driven" development isn't just a messโit's a financial drain that slows down post-deal synergy. 3. Key Person Dependency:If the logic lives in a founder's head and not the artifacts, you aren't buying an asset; youโre buying a hostage situation. ๐๐ ๐๐ฎ๐ต๐ฎ๐ ๐๐ฑ๐๐ถ๐๐ผ๐ฟ๐, ๐๐ฒ ๐ฑ๐ผ๐ป'๐ ๐ท๐๐๐ "๐ฐ๐ต๐ฒ๐ฐ๐ธ" ๐๐ต๐ฒ๐๐ฒ ๐ฟ๐ถ๐๐ธ๐, ๐๐ฒ ๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ ๐๐ต๐ฒ ๐ณ๐ผ๐ฟ๐ฒ๐ป๐๐ถ๐ฐ ๐ถ๐ป๐๐ฒ๐ฟ๐ฟ๐ผ๐ด๐ฎ๐๐ถ๐ผ๐ป ๐ฟ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ๐ฑ ๐๐ผ ๐พ๐๐ฎ๐ป๐๐ถ๐ณ๐ ๐๐ต๐ฒ๐บ. Stop flying blind... If you're looking at a software deal in 2026, the "Standard Audit" isn't enough. https://lnkd.in/gVpTJFbr #MA #TechDueDiligence #SoftwareInvesting #LahavAdvisory #PrivateEquity