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In this SIGNAL podcast episode, EY-Parthenon partner Erik Oltmans dives into how AI is reshaping software investment. Today, investors need evidence. They must be able to verify what AI produced, where it sits, and whether it meets the bar for quality, security, architectural coherence, and provenance. In other words: Do you know what you’re buying? Erik, and the host of the SIGNAL podcast Werner Heijstek, unpack what changes in due diligence when “who wrote the code” is no longer obvious, why systems of record and governance matter, and what proof investors should look for when investing in the AI era. Chapters 00:00 Trailer 00:31 Intro 01:18 Tech due diligence 02:25 Common surprises 03:57 AI impact on investments 06:20 AI Governance gap 08:32 AI Security reality 12:43 AI Productivity myth 15:26 Metrics shift due to AI 19:27 AI Architecture risk 25:38 Key takeaways Download the 2026 AI Boardroom Gap report here: https://www.softwareimprovementgroup.... The SIGNAL podcast, powered by Software Improvement Group, is a monthly show where we turn complex IT topics into business clarity. Hosted by Werner Heijstek, Senior Director at Software Improvement Group. Subscribe to never miss an episode and visit our website for more information: https://www.softwareimprovementgroup.... #podcast #ai #artificialintelligence #aiinvestment #aiforbusiness #aiadoption #aistrategy #aigovernance #aiimplementation #investor #ceo #cto #cio #governance #duediligence #itdd #itduediligence #techinvestment #softwareacquisition #techacquisition #businesspodcast #technology #businessstrategy #ey #ernstandyoung