AI Readiness Assessment and Consulting
Caprae Capital's AI readiness assessment scores a business across six areas, then ranks the AI use cases with the fastest payback. It is built for small business owners, searchers evaluating a target and private equity portfolio companies. Pricing is custom and set after a short scoping call.
The goal is practical: fewer manual hours and better decisions, not new tools for their own sake.
The 6 Areas We Score
| Area | What we review | What you get |
|---|---|---|
| Data quality & access | Where data lives, how clean and connected it is | Data gaps to fix first |
| Systems & tool stack | Core software, integrations, licenses | Tool-stack optimization plan |
| Process documentation | How key workflows actually run | Automation candidates |
| Team skills & adoption | Current use of AI, training needs | Training and adoption plan |
| Security & compliance | Access, data handling, vendor risk | Guardrails before rollout |
| ROI & use-case fit | Cost and time of each candidate | Ranked use-case list |
How the AI Readiness Audit Works
Discovery
Interviews with owners and team leads.
Systems Review
Data, software and integrations mapped.
Use-Case Scoring
Each opportunity scored on value and effort.
Roadmap
A 90-day plan with ROI estimates.
Readout
Results walked through with your team.
AI Enablement Services
AI-Driven Automation
Repetitive tasks moved to automated workflows, starting with the highest ROI.
Tool Stack Optimization
Overlapping software cut and remaining tools connected.
Team Training & Adoption
Hands-on training so your team uses what is built.
AI Due Diligence for M&A
Buying a business? Technology risk affects value. Caprae's AI due diligence for M&A reviews a target's systems, data and AI exposure before you sign, so you can price in upgrade costs and plan the first year after close.
It covers outdated or unsupported software, key-person dependency on one IT contractor, data that can't be migrated, and AI opportunities that could support your value creation plan. It complements, and does not replace, your formal legal and financial diligence.
Small Business AI Consulting and More
Small Business Owners
Practical AI guidance without enterprise-sized budgets.
Acquisition Entrepreneurs
Technology due diligence for acquisitions before LOI or close.
PE Portfolio Companies
AI for private equity portfolio companies, tied to the value creation plan.
Hands-On Technology and Acquisition Experience
Assessments are led by co-founder Zackary Beckham, who has more than 10 years of technology and AI implementation experience and acquired and runs a managed IT services business himself.
That means recommendations are tested against what an owner can actually budget, staff and maintain.
Zackary Beckham
Co-Founder, Caprae Capital
Self-funded searcher who acquired and runs a managed IT services business, with 10+ years of technology and AI implementation experience.
Full profileFind Out How AI-Ready Your Business Is
Book a scoping call. We'll confirm the systems in scope and send a fixed quote for your assessment.