Underwrite
Deal Technology Due Diligence
Decision-ready technology diligence for investors who need to understand whether the technology supports the investment thesis, where the material risks sit and what should happen after close.
Investment questions
The technical finding is only useful when its investment consequence is clear.
The diligence is structured to separate evidence, interpretation and recommended action so the investment team can use the work in underwriting and post-close planning.
Does it support the thesis?
Test whether the current technology, team and roadmap can plausibly support the growth or value-creation assumptions being underwritten.
What changes the risk?
Identify material architecture, cyber, AI/data, vendor, IP, delivery and leadership dependencies.
What happens after close?
Translate the most material findings into remediation, sequencing and 100-day priorities.
Scope
What we examine
- Technology-enabled value proposition and product fit
- Architecture, scalability and cost-to-scale
- Code and repository review where appropriate and permitted
- Security, privacy and resilience
- AI, data capability and disruption exposure
- IP, key-person and vendor dependency
- Technology team and operating model
- Delivery quality and roadmap credibility
- Material remediation and post-close priorities
Investment committee ready
Core deliverables
- Executive IC summary
- Technology verdict
- Red-flag register
- Investment implications
- Prioritized remediation
- Post-close 100-day priorities
Method
From investment question to evidence to implication.
01
Frame
Align the investment thesis, decision timeline, scope and key questions.
02
Examine
Review available evidence, management input and agreed technical materials.
03
Challenge
Test assumptions, identify material gaps and distinguish fact from inference.
04
Translate
Connect findings to risk, value, timing, capex and execution implications.
05
Handover
Deliver the IC view and transition material issues into 100-day priorities.
Output discipline
Technical observation → business implication → investment implication → action.
Where evidence supports it, findings can include indicative remediation effort or cost ranges. Precision is not invented where the available evidence does not support it.
Scope boundary
Live transaction
Start with the deal stage, timing and technology questions.
A first scope discussion does not require confidential repository contents or sensitive deal documents. We can establish fit and the evidence required before access is granted.