Investor Diligence
Independent technical validation before you commit capital.
We work with venture, growth, and private equity investors to validate the technical thesis behind an investment. Every engagement is partner-led, written for a board audience, and grounded in what we've seen actually breaks at scale.
- Partner-led — no junior teams, no offshoring
- Architecture, code, team, security, and roadmap
- Risk-adjusted findings tied to the investment thesis
- Standard 10-business-day turnaround
01
What we cover
Diligence is only useful if it surfaces what would otherwise show up at the next board meeting. We optimize for findings that move the deal — not a checklist.
Architecture
Scalability, reliability, vendor lock-in, and how the system will hold up at the underwritten growth rate.
Code & engineering
Quality, modularity, test coverage, and the lived reality of shipping in this codebase.
Team & process
Hiring bar, key-person risk, delivery cadence, and the gap between the org chart and how decisions actually happen.
Security & compliance
Posture, certifications, and the realistic cost to reach the buyer's standard.
Data & AI
Data assets, model dependencies, eval discipline, and the durability of any AI-powered moat.
Roadmap & cost
What the next 12–24 months actually require in capex, opex, and headcount.
02
What you receive
Every engagement ends with a written report sized for an IC memo, a one-hour findings call, and a follow-up channel for the duration of the deal.
Executive memo
One page summarizing thesis-relevant risks and upsides, with severity and effort estimates.
Detailed report
Section-by-section findings with evidence, examples, and remediation cost ranges.
Findings call
Live Q&A with the deal team — and, if useful, with the target's leadership.
100-day plan
If the deal proceeds, a prioritized post-close technical plan tied to the thesis.
Engagement
A clear, repeatable process
- 01Scope
Align on thesis, focus areas, and the level of access we'll have.
- 02Discover
Code review, architecture sessions, and structured interviews with the target team.
- 03Synthesize
Risk-adjust findings against the deal thesis and underwritten plan.
- 04Deliver
Written report, findings call, and follow-up for the life of the deal.
FAQ
Frequently asked questions
- Can you work on a confidential / code-named deal?
- Yes. Most of our diligence work is run under code names and clean-team protocols.
- Do you have conflicts with portfolio companies?
- We disclose any prior or current relationship before scoping. If a conflict exists, we decline.
- Can you also do post-close work?
- Yes. Many clients carry us into the 100-day plan or fractional leadership of the acquired company.
Ready to move forward with confidence?
Tell us about your situation. We'll respond within one business day.