Technical Due Diligence

Independent technical assessment for investors acquiring software companies. Structured risk analysis before you close.

Who This Is For

• PE firms and holding companies evaluating software acquisitions
• Search funds and independent sponsors
• Acquisition entrepreneurs buying their first software business

Assessment Framework

Six areas, scored and prioritized by business impact:

• Codebase health: architecture quality, test coverage, dependency risk, technical debt quantification
• Infrastructure: hosting costs, scaling posture, cloud configuration, vendor lock-in
• Team: bus factor, skill gaps, organizational risk, key-person dependencies
• Security & compliance: authentication, data handling, regulatory readiness, vulnerability surface
• Product & delivery: release cadence, deployment pipeline, feature velocity trends
• Modernization cost: what needs to change post-close, sequenced roadmap with cost estimates

Deliverables

• Structured report with risk scoring across all six areas
• Executive summary for deal committee or investment memo
• Modernization roadmap with cost ranges and sequencing, ready to hand off to post-acquisition integration
• One-hour executive walkthrough

Scoped to Your Deal Thesis

Not every DD covers all six areas equally. The assessment is weighted to what matters for the deal:

• Acqui-hire / talent play: team and capability first, codebase second
• Platform / bolt-on: architecture and integration feasibility first
• Distressed / turnaround: infrastructure costs, tech debt severity, team retention risk
• Solo-dev / small shop: bus factor dominant — can anyone else maintain this?

Engagement Format

2-4 weeks. Report delivered before your decision deadline.

Frequently Asked Questions

How long does technical due diligence take?

Typically 2-4 weeks, timed to your deal timeline. The report is delivered before your decision deadline.

What does a technical due diligence report include?

A structured risk assessment across six areas: codebase health, infrastructure, team, security, product delivery, and modernization cost. Includes an executive summary, risk scoring, and a post-close roadmap with cost estimates.

Do I need technical due diligence for a small software acquisition?

Yes. Smaller acquisitions often have higher concentration risk: fewer engineers, less documentation, and more key-person dependencies. The assessment scales to the size of the deal.