Technology Due Diligence

Know What You Are Buying Before You Sign

Technology due diligence is an independent review of a target's systems, security, data, vendors, people, and spend, so you know the risks, the costs to fix them, and what to put in the deal before close.

  1. LOIScope confirmed
  2. Days 1 to 3Kickoff and data room
  3. Weeks 1 to 2Interviews and review
  4. Weeks 2 to 3Written readout
  5. CloseDeal terms set
  6. Day 100Plan delivered

What We Examine

Architecture and product

Does the technology match the pitch, and can it carry the growth plan?

Infrastructure and operations

Uptime history, recovery testing, and the true cost to run.

Security

Open findings, incident history, compliance, and insurance.

Data and privacy

What data you are buying and the obligations that come with it.

Vendors and contracts

Change-of-control clauses, concentration risk, and renewals.

Team and key people

Who holds the knowledge, and the risk if they leave.

Technology spend

Run versus change, hidden costs, and investment needed.

Integration and 100 days

Separation needs, integration cost, and first decisions.

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Across the Deal

Buy side

Before you commit

Pre-close diligence with findings ranked by severity, cost ranges to fix them, and recommended deal terms such as conditions, escrows, or retention agreements.

Sell side

Before buyers look

An honest pre-sale review so you can fix what you can, explain what you cannot, and protect your valuation.

Post close

After you own it

Integration planning, the 100-day plan, and interim or fractional leadership to deliver it.

Diligence Experience

Up to $10B

Technology diligence, integration, and system rationalization on transactions up to $10B.

Our principals' deal experience
2 deals

Diligence and post-close integration on two acquisitions supporting 50% enterprise growth.

Specialty consumer lender
FAQ

Questions We Hear

Can you work under NDA alongside our legal and financial advisors?

Yes. We work under your NDA and coordinate with your legal, financial, and operational diligence teams so findings feed one picture of the deal.

What do we receive?

A written readout with an overall recommendation, a scorecard by area, findings ranked by severity with cost ranges to fix them, recommended deal terms, and a 100-day plan. See our sample diligence summary.

Do you do sell-side reviews?

Yes. A pre-sale review lets you fix what you can before buyers look, explain what you cannot, and protect your valuation.

Have a Deal in Motion?

Fixed scope, deal-timed. We can typically start within days of LOI.