Independent Senior Technical Assessment for Investment Decisions
Pre-close diligence, post-close baseline, or pre-exit readiness. For private equity firms, venture capital investors, search funds, family offices, operating partners, and investment professionals evaluating a software company.
Written report and working session with the deal team. Rush turnaround available.
Built for deal teams who need a senior independent read
This engagement is for private equity firms, venture capital investors, search funds, family offices, operating partners, technology partners, and investment professionals evaluating a software company before close, establishing a technical baseline immediately after close, or preparing a portfolio company for sale.
It is especially useful when the target or portfolio company has meaningful software risk, a platform that must scale after investment, heavy technical debt claims, AI-enabled product claims, a thin engineering leadership bench, or a roadmap that depends on significant technical execution.
The buyer or seller does not need a generic technical checklist. They need a senior independent read on whether the product, architecture, engineering organization, and technical claims can support the investment thesis or hold up under buyer diligence.
What it is not
This is not financial due diligence, legal due diligence, market due diligence, or a generic IT checklist. It is a senior independent technical read calibrated to the questions the deal team has to answer before close, in the first 100 days after, or ahead of exit.
Software deals move quickly. The biggest risks are not visible in the pitch deck.
Management teams present confident roadmaps. CTOs explain the architecture. Product demos look polished. The data room may contain diagrams, cloud bills, security notes, and roadmap slides, but the deal team still needs to know what is real, what is fragile, and what could affect valuation, negotiation, or post-close execution.
The architecture may work for today but fail under the next stage of growth. A small number of engineers may hold critical knowledge. Technical debt may be described as manageable but actually block the roadmap. AI claims may be based on prototypes rather than production-grade systems. Security and compliance posture may be appropriate for a smaller company but weak for the buyer's future plans.
Without an independent technical read, investors can underprice remediation cost, overestimate scalability, miss key-person risk, or enter the first 100 days without a realistic technology plan. On the sell side, the same risks surface in buyer diligence at the worst possible time.
Investor Technical Due Diligence gives the deal team a clear, senior-level view of the technology risks, execution constraints, and value-creation implications before the decision is made, before the post-close clock starts, or before the asset goes to market.
The assessment covers
An independent senior assessment calibrated to the questions investors actually need to answer: Can this platform scale? Is the engineering organization healthy? Are the AI claims real? What will need to be fixed after close? Which risks should affect valuation, negotiation, integration, the 100-day plan, or the value-creation plan?
Scalability, modularity, deployment model, data architecture, integration points, and operational resilience for the next stage of growth.
Leadership depth, team structure, delivery discipline, hiring gaps, dependency on key individuals, and ability to execute the roadmap.
Where debt is harmless, where it slows delivery, where it creates risk, and what remediation may cost.
Tested against the actual implementation, not only the demo or pitch deck.
Calibrated to the transaction, industry, customer profile, and likely post-close expectations.
Cost exposure, reliability concerns, lock-in risk, and operational maturity.
For the SPA, investment committee memo, 100-day plan, value-creation plan, or seller's vendor due diligence.
Delivered as
Pre-close
Post-close baseline
Pre-exit
The deal team will have a senior independent read on the technology risks that matter for the decision, with risk flags clearly mapped to the SPA, IC memo, 100-day plan, value-creation plan, or sell-side narrative.
2 to 3 weeks depending on deal size, documentation quality, stakeholder availability, and complexity.
Rush turnaround under one week is available with a premium when the scope is narrow and access is ready.
$18,000-$25,000
banded by deal size, scope, access, and timeline pressure
Rush turnaround under one week available. Volume pricing available for firms running diligence across multiple targets.
If the report does not clearly support a deal decision, negotiation point, or post-close remediation plan, one additional deal-team working session is conducted and the executive risk summary is refined at no extra cost.
Evaluating a software investment?
Start with a 30-minute Triage Call. Engagements typically begin within one to two weeks of first contact. Operating partners can call directly - no portfolio company introduction required.
Or reach us at: info@sharplogica.com