Technical Due Diligence
Know What You're Buying Before You Write the Check
You're about to invest millions in a company. The financials look good. The market opportunity is real. But can the technology actually deliver? Is the team capable of scaling? What risks are hiding in the codebase?
I provide comprehensive technical due diligence that goes beyond surface-level code reviews. You'll understand the true state of the technology, team, and technical debt - and what it means for your investment thesis.
Who This Is For
Venture Capital
Evaluating Series A-C investments. Understand if the technology can scale to match growth projections and if the team can execute.
Private Equity
Acquiring software companies or tech-enabled businesses. Identify hidden technical debt and integration risks before closing.
Strategic Acquirers
Companies acquiring competitors or complementary products. Assess integration complexity and team retention risks.
What I Assess
Code Quality & Architecture
- • Codebase structure and organization
- • Architecture patterns and scalability
- • Code quality and maintainability
- • Test coverage and quality
- • Technical debt inventory
- • Dependency health and security
- • Documentation completeness
- • Build and deployment processes
Infrastructure & Security
- • Cloud infrastructure review
- • Security posture assessment
- • Data protection and privacy
- • Disaster recovery capabilities
- • Compliance status (SOC2, HIPAA, etc.)
- • Monitoring and observability
- • Incident response history
- • Cost efficiency analysis
Team & Process
- • Team structure and capabilities
- • Key person dependencies
- • Development processes
- • Technical leadership assessment
- • Delivery velocity and predictability
- • Communication patterns
- • Knowledge distribution
- • Retention risks
Product & Technology Fit
- • Product-technology alignment
- • Scalability to projected growth
- • Competitive technical moat
- • Integration complexity
- • Technology stack relevance
- • Innovation vs. technical debt ratio
- • Build vs. buy decisions
- • IP and proprietary technology
What You Receive
Executive Summary
A clear go/no-go recommendation with the key findings that matter for your investment decision. Written for non-technical stakeholders.
Detailed Technical Report
Comprehensive analysis of code quality, architecture, infrastructure, and team. Includes specific findings with severity ratings.
Risk Register
Prioritized list of technical risks with likelihood, impact, and mitigation strategies. Helps you negotiate and plan post-acquisition.
Integration Roadmap
If you proceed, a recommended plan for technical integration including timeline, key milestones, and resource requirements.
The Process
Kickoff & Access (Day 1-2)
We align on your investment thesis and specific concerns. I receive access to code repositories, infrastructure, and schedule interviews with key technical team members.
Deep Dive (Week 1-2)
I review code, architecture, and infrastructure. Conduct interviews with engineers, tech leads, and leadership. Analyze processes, documentation, and incident history.
Analysis & Report (Week 2-3)
I synthesize findings into actionable insights. Draft reports with clear recommendations. Identify deal-breakers vs. manageable issues.
Presentation & Q&A (Week 3-4)
I present findings to your deal team and answer questions. Provide guidance on negotiation points and integration planning. Available for follow-up as you finalize the deal.
Frequently Asked Questions
How long does technical due diligence take?
A standard engagement takes 2-4 weeks depending on the complexity of the codebase and organization. I can accommodate tighter timelines for time-sensitive deals with a rush fee.
What access do you need to complete the assessment?
I'll need read access to source code repositories, infrastructure dashboards, and time with key technical team members. I also review existing technical documentation, architecture diagrams, and incident history.
Do you sign NDAs?
Absolutely. I understand the sensitivity of due diligence and am happy to sign mutual NDAs before accessing any materials. All findings remain confidential to you and your deal team.
Can you stay on post-acquisition to help with integration?
Yes. Many clients engage me for post-acquisition technical integration, either as a fractional CTO or for specific projects. Having done the diligence, I'm already familiar with the codebase and team.
Investment
per engagement
- ✓Comprehensive assessment in 2-4 weeks
- ✓Executive summary + detailed technical report
- ✓Prioritized risk register
- ✓Presentation to deal team + Q&A
Make Informed Investment Decisions
Don't let technical risk derail your deal. Book a call to discuss your upcoming acquisition or investment and how I can help you understand what you're really buying.
Schedule Free ConsultationOr explore other services: Fractional CTO | Team Turnaround