Technical Due Diligence2024-09-03T11:38:51-04:00

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Technical Due Diligence

Expert, thorough, and practical Technical Diligence covering Product, Architecture, Deployment, IT, Process, Team, Security, and AI – Delivered quickly and at a reasonable cost.

What is Technical Due Diligence?

Technical Due Diligence is a critical aspect of any business transaction involving technology, such as acquisitions, investments, or partnerships. It is an in-depth assessment of the target company’s technology strategy, assets, systems, security, and processes to identify potential risks, weaknesses, and opportunities.

TechCXO Technical Due Diligence Services

 TechCXO specializes in Technology Due Diligence services, ensuring investors and acquiring companies have a clear understanding of any technology and security risks. Our comprehensive assessments give acquiring companies confidence that their investment is secure, scalable, and feature-rich, without requiring significant short-term investment for critical improvements. TechCXO offers a flexible “menu” of Tech Due Diligence components, tailored to the specific needs of each deal, ranging from quick, high-level assessments to detailed, in-depth evaluations.

Product

Is the product complete? Is the roadmap clear, and are the product development processes sound? Does the go-to-market strategy make sense?

Is there a solid IT infrastructure and processes in place? Is the company using standard systems and services that will scale with the business?

Are the company’s security policies and procedures sound?  We perform a CIS IG1 or IG2 security assessment to provide a very clear picture of the security stance of the business.

Architecture & Hosting

Using the Architectural and Tradeoff Analysis Method (ATAM), we assess the architecture and code quality across multiple industry-standard factors and also assess the production hosting environment.  

Is there a well-defined Product development process in use that consistently produces well-designed, high-quality software that meets the business needs? Is the team, and leader in particular, effective and ready for scale?

Artificial Intelligence

For companies claiming AI capabilities, it is important to understand what is real AI that is difficult to replicate versus AI that is repackaging off-the-shelf capabilities and doesn’t represent true IP for the company. We can also recommend how best the company should be leveraging AI.

Our Approach

Tech Due Diligence involves collecting and assessing a multitude of data points, making it essential to approach with thorough preparation and clarity. Enter your email below to receive our Tech Diligence Process Overview, outlining key considerations for a successful assessment.

TechCXO Partner and Tech Diligence expert Greg Smith speaks about the 7 tips for Effective Tech Diligence as a guest speaker at Silicon Y’All 2023 in Birmingham.

What to Expect

Why Technical Due Diligence?

60%

Critical Risks Identified Pre-close

Studies have found that 60% of deal failures were due to poor due diligence, highlighting the importance of identifying critical issues early. De-risk the deal by surfacing deal-impacting product & technology risks before the close.

$2.5m

Critical Security Issues are Deal-Killers

The average cost of a data breach for companies with annual revenues under $100 million is around $2.5m. Thorough security diligence can preemptively reveal the process and operational gaps that might lead to these breaches.

40%

Optimized Product Development Process

Companies with well-defined software development processes can improve their development productivity by 30-40%. The findings and recommendations from effective product and technology diligence become the foundation of a thriving product development organization.

Download a Sample Report

Provide your contact info through the link below, and we will send you an anonymized version of our full, expertly-crafted report. This will showcase the detailed, clear, and critical insights we offer stakeholders as a part of the Technical Due Diligence process.

Client Testimonials

“We have leveraged TechCXO for tech diligence for years.  They are thorough, turn projects around quickly, and provide us with practical, meaningful insights that are actionable.  We also appreciate that TechCXO can help after the deal closes – either to remediate issues found during diligence or to jump in from a fractional leadership perspective whenever a portfolio company has the need.”

-Partner at a growth equity firm focused on healthcare

“TechCXO has been an incredible partner in our acquisition strategy!  The large, diversified technical team allows us to confidently diligence any product and technology, regardless of complexity or age, through a single relationship. Diligence is always very thorough, assessing everything from Product to Architecture/Code to Security, and work products are presented in a way that is actionable and easy to digest.  They exceeded expectations by adapting their process and timing to work with our internal deal process, which has been super helpful.  I would strongly recommend TechCXO to anyone looking for great technical diligence!”

-VP Operations, B2B software investment firm

“TechCXO has been a great tech diligence partner for us.  We have a big focus on earlier-stage FinTech deals and needed a partner that could adapt their diligence approach to give us meaningful insights at a price commensurate with the check size for deals at this stage.  TechCXO has been able to accommodate our needs regardless of deal size.”

-Partner at early-stage FinTech investment firm

Our Team

Greg Smith
Greg SmithManaging Partner, Product & Technology
Bryan Dennstedt
Bryan DennstedtPartner - Product & Technology - Interim CTO / Fractional CIO
Brian Lora
Brian LoraPartner - Interim & Fractional CTO, CIO
Dan Brown
Dan BrownPartner - Product & Technology; Interim & Fractional CIO, CTO
Eric Faulkner
Eric FaulknerPartner - Interim & Fractional CIO, CTO
Jeff Browning
Jeff BrowningPartner - Product & Technology - Interim & Fractional CTO, CPTO
Katie Reilly
Katie ReillyPartner - Product Management; Interim and Fractional CPO
Todd Merrill
Todd MerrillPartner - Interim & Fractional CTO, CISO
Ram Sarabu
Ram SarabuPartner - Interim & Fractional CTO, CISO
Prateek Dwivedi
Prateek DwivediManaging Partner Canada
Ian Findlay
Ian FindlayPartner - Interim & Fractional CIO
Sam Schneider
Sam SchneiderPartner - Product & Technology; Interim / Fractional CIO
Kirby Winters
Kirby WintersInfoSec Practice Lead / Fractional CiSO / Interim CTO / Fractional CIO
Terry Ziemniak
Terry ZiemniakPartner - Product & Technology; Interim & Fractional CISO
Ashley Usher
Ashley UsherPartner – CTO, Program and Project Management
Justin Travis
Justin TravisPrincipal
Paul King
Paul KingPrincipal
David Johnston
David JohnstonPrincipal
Scott Gregory
Scott GregoryPrincipal
Rebecca Chastain
Rebecca ChastainPrincipal
Christy Kudlac
Christy KudlacSenior Director

Insights

Questions? Call Us or Email

Unfamiliar with how executives on demand works? We pioneered this unique model and are happy to guide you step by step. Schedule a call or send an email today to get started.

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