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Technical Due Diligence
Removing risk and adding value to your acquisition process by providing technical and subject matter expertise.
Assurance and Compliance
Turning Technology Insight into Deal Confidence
Our technical due diligence provides an independent, investor-grade assessment of architecture, security, scalability, and execution risk, with clear implications for valuation and deal structure. We deliver concise, actionable findings that support confident investment decisions and efficient post-close planning.
Technical Due Diligence Framework
Start off with a clear understanding of the project - execute NDA & SOW, confirm transaction stage (pre-LOI, post-LOI, confirmatory), define scope, timeline, and access expectations, identify deal lead (PE / Banker / Corp Dev), and align on final deliverables.
Output: Defined scope & success criteria
Ensure relevant data is available - secure data room access, read-only access to cloud environments, repos, security tools, ticketing systems and collect architecture diagrams, org charts, vendor contracts, security policies, and product roadmaps.
Output: Complete data intake checklist, access validation confirmation
In-depth assessments of your architecture & infrastructure, cloud cost & scalability, code sampling & SDLC, AI capabilities, security posture & compliance exposure, DevOps and deployment pipelines, IT operations maturity, vendor & dependency risk.
- Technology and Quality Assessments
- Security & Compliance Review
- Organizational Review
Output: Risk Register, Preliminary findings memo, cost-to-fix modeling
How are policies being put into action? We interview the C-Suite, Security / DevOps / Operations / Product leads, and any relevant parties. Validating roadmap credibility, team depth & succession risk, delivery bottlenecks, security truth vs. policy, cultural and execution maturity.
- Infrastructure Readiness
- IT Operations & Support
Output: Management alignment notes, confirmed or escalated risks, integration readiness insight.
We develop an executive summary and grading system covering the sellers’ products, technology and architecture, code quality, security and compliance, operations, engineering optimization, and risks. This provides your team the ability to make an accurate decision on whether to buy or avoid a company.
- Risk & Remediation Roadmap
- Final Report
Output: Final Tech DD Report, PE / IC presentation and Scorecard
B2B SaaS platforms, vertical SaaS, and multi-tenant architectures.
Managed Service Providers (MSPs), Cloud services and DevOps firms, and Cybersecurity services.
Digital marketing platforms, data and analytics platforms, and compliance and risk services.
Healthcare IT, FinTech, GovTech, and Data privacy.
Corporate carve-outs, legacy on-prem to cloud transitions, companies with aging and fragmented systems.
