Investors we work with want to know if a tech company’s technology and product can support its growth and scale without major roadblocks. Vendors need to demonstrate that their technology is robust, scalable, and commercially viable. A structured, no-nonsense due diligence process provides clear insights for both.
We conduct due diligence that prioritizes business impact, evaluating not just technology, but how it aligns with company growth, operational efficiency, and revenue potential. Our structured approach ensures that the investors we work with can make informed decisions and vendors get an accurate representation of their strengths and risks.
Business and Product Context: Why It Matters
Technology doesn’t exist in isolation—it must align with the business model and product strategy. That’s why our Tech & Product Due Diligence goes beyond just reviewing the codebase.
- Business Context: We assess how technology supports the company’s commercial objectives, including scalability, market fit, and operational efficiency.
- Product Context: A great product isn’t just about tech—it’s about usability, differentiation, and the ability to execute on the roadmap. We evaluate whether the product is built for growth, integration, and adaptability.
By incorporating both, we ensure that due diligence identifies not just technical risks but also strategic opportunities.
No Politics, Just Facts
Our due diligence process is strictly focused on business, technology, and execution. We assess companies based on their real capabilities, not internal politics or personal dynamics. Decisions are made based on facts, data, and commercial viability, ensuring clarity for investors and vendors alike.
Our Due Diligence Process
1. Initial Review & Preparation
Before diving in, we conduct a structured introduction:
- A 15-minute briefing call to align on goals and process.
- NDA execution to ensure confidentiality.
- A tailored Request for Information (RFI) to collect relevant documentation, including access to code, architecture diagrams, and security protocols.
This phase ensures we start with the right context and ask the right questions.
2. Collect, Scan, and Select
We analyze the provided data to:
- Identify missing or incomplete information based on company maturity and market position.
- Map out strengths, weaknesses, and red flags in technology and product strategy.
- Prepare targeted questions and determine key stakeholders for interviews.
This step allows us to focus on the real risks and opportunities rather than getting lost in unnecessary details.
3. One Day of Interviews
Interviews are critical to verifying assumptions and uncovering potential blind spots:
- Discussions with leadership, product, and engineering teams.
- Verification of scalability, security, and operational processes.
- Review of system architecture, technical debt, and decision-making frameworks.
- Live demonstrations of product functionality, security, and integrations.
These conversations help us validate documentation, challenge assumptions, and spot issues early.
4. Deep-Dive Technical Assessment
Beyond interviews, we conduct a structured deep-dive into:
- Codebase Quality: Assess maintainability, documentation, and adherence to best practices.
- Security & Compliance: Review data protection, encryption, and compliance frameworks (GDPR, SOC2, ISO27001).
- Scalability & Performance: Evaluate architecture choices and how they impact growth potential.
- Third-party Integrations: Assess API stability, external dependencies, and integration ease.
- Technical Debt & Roadmap Alignment: Identify constraints that could slow future expansion.
A structured analysis ensures that findings are backed by real evidence rather than assumptions.
5. Report & Debrief
Once the analysis is complete, we produce a clear, actionable report:
- Findings & Risk Assessment: Key strengths, weaknesses, and critical risk factors.
- Revenue Impact Analysis: How technology choices affect growth potential and go-to-market speed.
- Mitigation Recommendations: Practical steps for improving resilience, security, and scalability.
- Investor & Vendor Takeaways: Clear insights tailored for stakeholders making funding or operational decisions.
A final debrief call ensures alignment on findings and next steps.
Why Our Approach Works
- Investor-Friendly: We focus on commercial impact, ensuring technology is assessed through a business-first lens.
- Vendor-Supportive: We help vendors showcase strengths while addressing gaps transparently.
- Actionable Insights: No jargon, no fluff—just clear recommendations based on real-world evaluations.
Our due diligence process is designed to reduce uncertainty, provide clarity, and drive confident decision-making for investors and vendors alike.
