We follow a proven process, shaped by hundreds of global deals across various sectors.
Our proven approach ensures a fast turnaround while providing actionable insights to identify the opportunities and risks pivotal to investment decisions and value acceleration. Our analysis is detailed, but you do not need a CS degree to comprehend it.
Our unique methodology yields actionable insights, reinforcing our role as a dependable, long-term ally. As our industry evolves, so does our approach.
- Alignment on investment theses
- Evaluation of VDR contents and documentation throughout project
- Preparation of workshop agenda, document request list, and IRL
- High-Impact Workshop and product demo
- Deep-Dive Workshop, including interactive code audit and tech debt analysis
- Debriefing with client
- "Bankable" Pulse Check Report (optional) within ca. 48 hours
- "Bankable" full Underwriting Report
- Client read-out, stakeholder Q&A (e.g. W&I), release letters, value-creation roadmap
Actionable Tech & Product DD report, deemed essential by various stakeholders
Most projects take 2-4 weeks from inception to delivery. Some less.
We assess an investment target's strengths in technology, product, and engineering. Product delves into discerning what "not" to build. Technology zeroes in on concrete facts. Engineering provides insight into team dynamics and operational methodologies.
- Product demo
- Platform Audit
- KPI & Metrics
- UX & UI
- Product Vision & Roadmap
- Data & Integrations
- Rollout & Onboarding
- Operations & Support
- Walkthrough & Code Audit
- Technology Stack
- Open Source
- Automation & Monitoring
- Security & Cyber Resilience
- Resilience & Business Continuity
- Intellectual Property
Machine Learning & AI
- MLOps & AI Stack
- AI & ML Strategy
- AI & ML Resilience
- AI & ML Feasibility
- AI/ML Team
- Org Chart & SDLC Walkthrough
- Key Contributors & Knowledge Silos
- Team Structure & Development
- Software Development Life Cycle
- Quality & Testing
- Legacy & Technical Debt
- Certifications & Regulations
- Engineering Intelligence
- Contributor Analysis
- Code Scan (e.g. code quality, open source)
- Static Code Analysis (SCA)
- Cyber Maturity Assessments
- Security Penetration Testing
- Vetted Expert Network
- And more
Plus situation-specific topics and data requests that reflect our client's investment theses.
Get In Touch
Get in touch to learn more about our track record, experience, and due diligence services.