The Risk

Technology Risk is Investment Risk

You evaluate founders, markets, unit economics. But technology risk requires technical expertise. Bad technology decisions become expensive mistakes post-close.

Pre-investment Risk

Does the technology foundation actually support the business model? Is the team capable of scaling? What are the hidden technical debts?

  • + Architecture audit and scalability assessment
  • + Team capability and hiring runway analysis
  • + Technical debt and modernization cost estimation
  • + Security posture and compliance readiness

Post-investment Support

After you invest, technology challenges emerge. You need objective CTO-level guidance without the costs of hiring full-time executives.

  • + CTO recruitment and onboarding support
  • + 100-day strategy and organization design
  • + M&A integration technology due diligence
  • + Quarterly technology health assessments
Services

How We Support Investors

Comprehensive technical advisory across the investment lifecycle.

Pre-investment Technical Diligence

Independent assessment of technology, team, architecture, and risk factors. Written report with findings, risk ratings, and valuation impact analysis.

Technical Risk Assessment

Quantify technology risk. Security vulnerabilities, compliance gaps, scalability constraints, and technical debt impact. Risk-adjusted cost models.

Post-acquisition CTO Support

Help portfolio companies recruit CTOs, establish technical vision, and accelerate technology scaling. Fractional CTO services during transition periods.

Portfolio Technology Reviews

Periodic assessments of portfolio company technology health, modernization needs, and competitive positioning. Identify cross-portfolio learning opportunities.

Technology Trend Analysis

Market-level technology intelligence. What tools, frameworks, and platforms are winning? Where are opportunities and threats? Competitive positioning analysis.

M&A Technology Integration

Assess technical compatibility during acquisitions. Identify integration risks, technology duplication, and rationalization opportunities. Integration roadmap.

Trust & Confidentiality

Confidentiality First

All due diligence work is conducted under NDA. We never share confidential information with third parties without explicit written consent. Your competitive position and sensitive data are protected.

Objective Analysis

We provide independent technical assessment without bias toward the company or toward your predefined conclusion. Our credibility is built on honest analysis, even when findings are inconvenient.

Operational Expertise

We've scaled technology organizations, made technology decisions with real consequences, and managed technical risk. Assessment is grounded in operational reality, not theory.

Actionable Recommendations

We don't just identify problems. Every finding includes context, impact analysis, and specific recommendations. You get clarity on what matters and what actions to take.

Engagement

How We Work

Pre-investment Assessment

Timeline: 2-3 weeks for typical Series A company

  • 1. Confidential intake and scope definition. 50% upfront payment secures your engagement timeline. Balance due upon delivery of the assessment report.
  • 2. Technical deep-dive: architecture audit, codebase review, infrastructure assessment, security review.
  • 3. Team interviews and capability assessment.
  • 4. Executive summary presentation and detailed written report with risk ratings, cost estimates, and recommendations.

Ongoing Portfolio Support

Flexible models: quarterly reviews, ad-hoc assessments, post-acquisition integration support.

Retainer-based ongoing engagement with regular portfolio company technology health assessments, CTO advisory support, and quarterly investment thesis reviews.

Frequently Asked Questions

What does your technical due diligence process cover?

Our due diligence covers seven areas: architecture scalability, code quality and technical debt, security and compliance posture, team capability assessment, infrastructure cost analysis, technology risk identification, and IP evaluation. We deliver a structured report with a risk matrix, scoring across all dimensions, and a clear recommendation designed to be shared with your investment committee directly.

How quickly can you turn around a due diligence report?

Standard turnaround is 5-7 business days from receiving access to the target company's team and documentation. For urgent deals, we offer expedited 48-72 hour assessments that cover the highest-risk areas. We have never caused a deal timeline to slip.

Do you offer ongoing portfolio advisory?

Yes. Our portfolio retainer gives you a dedicated technology advisor on call for your entire portfolio. This typically covers quarterly technology reviews of portfolio companies, ad-hoc CTO mentorship, technical hiring support, and crisis response when a portfolio company hits a critical technical issue. Retainers are structured monthly and cover a defined number of portfolio companies.

Can you assess multiple portfolio companies under one retainer?

Yes. Our portfolio retainers are designed for exactly this. Depending on the size of your portfolio and depth of engagement, we structure retainers to cover 3-10 portfolio companies with a mix of quarterly deep-dives and on-demand advisory access. This is significantly more cost-effective than engaging separately for each company.

How do you handle conflicts of interest across portfolio companies?

We maintain strict confidentiality boundaries between all client engagements. If a potential conflict arises, such as two portfolio companies in the same space, we disclose this proactively and let both parties decide how to proceed. We never share proprietary information between clients under any circumstances, and we are happy to sign separate NDAs per portfolio company if required.

Let's Discuss Your Investment Decision

Technical assessment doesn't need to be a black box. We provide clarity on technology risk and opportunity. Schedule a confidential conversation about your specific situation.

Schedule a Free Consultation Request Due Diligence Support