HOW IT WORKS
Our technical due diligence service balances efficiency with thoroughness to support your optimal deal flow.
WHAT WE ASSESS
Our technical due diligence assessment thoroughly examines the target company's entire technical landscape, covering all technical products and systems, and directly assesses their alignment with business objectives. Depending on the timeline and unique factors of the deal at hand, we can tailor our assessment to adjust scope or focus accordingly.
TECHNICAL ASSESSMENT
Talent, Staff, & Culture
Size, Skills, & Organization
Culture, Communication, & Roles
Development & Delivery Processes
Tech Stack
Hosting
Databases & Systems
Programming Languages
Design, Development, & Testing Tools
System Integrations & Third Party Dependencies
Technical Intellectual Property (IP)
Proprietary Innovations
Proprietary Data
Digital Ecosystems
Internal Business Systems
External Product Systems
System Performance & Scalability
Data Models
Infrastructure
Costs
Processes
General
BUSINESS ASSESSMENT
Mission, Values, & Vision
Customer Profiles & Revenue Streams
Organizational Structure & Roles
ALIGNMENT ASSESSMENT
Future Value Creation Strategy *
* If the investing firm has plans for value creation via technology at the target company, we can include a value creation strategy assessment in our due diligence. We’ll compare the company’s current technical landscape against the investing firm’s value creation plans and validate viability and cost estimates to ensure the expected ROI is achievable.
PROCESS & TIMELINE
Our standard due diligence process generally takes 2-3 weeks to complete. Depending on the complexity of the target company as well as the scope and depth of the assessment needed, the timeline may be adjusted.
Kickoff with Investing Firm
We’ll meet with the stakeholders at the investing firm to review the relevant points of the deal at hand and the technical due diligence needed. We’ll capture the scope and depth of analysis required and align on a timeline and cost for the assessment.
Intro to Target Company
We’ll meet with the relevant leadership at the target company (e.g. CTO, CPO, CEO, etc.) to kick off the diligence process. We will communicate what is expected of them and their teams and schedule time to conduct the assessment.
Interviews & Assessments
The assessment itself is typically conducted as a mix of questionnaires and interviews. We have relevant leaders from the target companies complete thorough self-assessment questionnaires. We then conduct interviews with these leaders (and any other personnel as needed) to discuss their answers, ask follow-up questions, and review specific artifacts (product demos, code, and more) as needed.
Analyze & Report
With our discovery complete, we’ll analyze our findings and organize them into a comprehensive diligence report for the investment firm. This report will clearly delineate the strengths, weaknesses, opportunities, and threats of the target company’s technical landscape. If we are validating future value creation plans as part of the assessment, this report will also include those findings.
Review
We’ll reconvene with the stakeholders at the investing firm to review our findings, answer any questions, and determine next steps as needed.
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