Technology Due Diligence Checklist
The areas we examine before a client buys or invests. Use it to scope your own review, brief your deal team, or pressure-test a seller's data room.
Tick items as you go. Use your browser's print option to save it as a PDF.
Red flags we look for first
- No one can produce a current system or data map
- The last penetration test is over a year old, or its findings are still open
- Critical systems depend on one person or one contractor
- AI features in the pitch cannot be demonstrated in production
- Key contracts have change-of-control terms nobody has read
- Backups exist but a full restore has never been tested
01Architecture and Product
Is the technology what the deck says it is, and can it carry the growth plan?
02Infrastructure and Operations
Will it stay up, and what does it really cost to run?
03Security
What would a breach, an audit, or an insurer find?
04Data and Privacy
What data you are buying, and the obligations that come with it.
05Vendors and Contracts
Which contracts could cost you money or leverage after close?
06Team and Key People
Who actually holds the knowledge, and will they stay?
07Technology Spend
Is the spend in line with the business, and what is hidden?
08Integration and the First 100 Days
What it will take to own and improve the business after close.
Want a Second Opinion?
We run fixed-scope technology diligence that starts within days of LOI. See what the readout looks like in our sample diligence summary.