ClearLoops

Technical Due Diligence

An honest read of the technology behind the deal.

Buy-side, sell-side, or pre-investment. We deliver investor-grade diligence that boards, partners, and operators take seriously — covering architecture, code, team, security, IT, and the roadmap that justifies the price.

  • Buy-side technical due diligence
  • Sell-side readiness and exit prep
  • Product due diligence
  • IT and operational due diligence
  • Security and compliance posture
  • Post-close 100-day plans
2–4 wks
Standard turnaround
1 PM + 2 SMEs
Senior team, no juniors
Red flags
Surfaced in week one
PDF + call
Written report, live debrief

01

What we evaluate

We adapt the scope to the deal, but a typical engagement covers six dimensions. We score each against a clear rubric and back every finding with evidence — links to code, tickets, runbooks, and quotes from interviews.

Architecture & scalability

System design, data model, performance posture, cloud spend, and the realistic cost of the next 10x.

Code & engineering practice

Code quality, test coverage, CI/CD, change-failure rate, and the maturity of the engineering org.

Team & leadership

Org chart, key-person risk, hiring health, leveling, and the bench under the founders.

Security & compliance

Threat surface, identity, secrets, vendor risk, SOC 2 / HIPAA / PCI posture, and audit readiness.

Product & roadmap

Roadmap credibility, customer signal, technical debt against revenue, and how the next year actually ships.

IT & operations

Endpoint, identity, SaaS sprawl, and the boring infrastructure that breaks deals at the audit.

02

What you receive

A written report your investment committee can rely on, a 30-minute live debrief, a follow-up Q&A window, and — when the deal closes — an optional 100-day plan with named priorities, risks, and owners.

Engagement

A clear, repeatable process

  1. 01
    Scope

    Deal context, must-answer questions, data room access.

  2. 02
    Discover

    Code, interviews, architecture review, security scan.

  3. 03
    Synthesize

    Findings prioritized by impact on thesis and price.

  4. 04
    Deliver

    Written report, live debrief, optional 100-day plan.

FAQ

Frequently asked questions

How fast can you turn around a diligence?
Standard turnaround is 2–4 weeks. We've delivered focused reads in 5 business days when timing required it.
Do you work for buyers, sellers, or both?
Both. We're explicit about which side we represent and never work both sides of the same deal.
Will founders cooperate with you?
Almost always. Our process is structured, respectful, and short. Founders consistently tell us our reports are fair — including the critical parts.
Can you support the deal post-close?
Yes. Many clients re-engage us for a 100-day plan, fractional leadership, or a project save based on what diligence surfaced.