Technical Due Diligence
Make Better Tech Investment Decisions
Emerging and advancing technologies create both opportunities and risks for private equity groups and holding companies. Capitalize on synergies and market differentiators: investment success. Fail to understand issues with infrastructure and architecture, products, processes, and personnel: frustration and potential losses.
Whether pre-deal or post-investment, technical due diligence helps you understand the lay of the land, giving you the information you need to negotiate or operate from a position of strength, adjust plans to address challenges, and turn around and exit with success.
The Best Deal Decisions Call for a Technology Deep Dive
Technical due diligence is an increasingly important step PE firms and holdcos must take when considering or guiding a new investment, especially one in a software-as-a-product (SaaP) or software-as-a-service (SaaS) company. A clear understanding of existing components and documentation – well done or riddled with problems – supports wise acquisition and value-creation decisions, as well as effective guidance over the long term.
Let the technology strategy and development experts at Revelry help de-risk your prospective or existing investment, so you can turnaround and/or exit on a positive.
Let’s Talk About Your Investment and Objectives
The Value of Tech Due Diligence
Technical due diligence is a structured, in-depth valuation of a target’s or investment’s technical infrastructure and architecture; software products; and technology team, processes, and policies. It’s purpose is to help:
- Reduce risk by identifying hidden problems that could prove costly to your PE firm or holdco
- Preserve value by assessing a target’s or investment’s actual value
- Determine full investment potential by understanding a target’s or investment’s product strategy, and determining resource needs and opportunities
Revelry’s U.S.-based team of technology strategy, design, and development experts has been working in the digital innovation space for more than a decade, and we have built, assessed, and improved software solutions for companies of all sizes and industries. We know tech due diligence; we’re the partner you can trust to deliver a comprehensive assessment of your target’s or investment’s products, platform, processes, and personnel. Get to know Revelry.
What’s included in a Revelry Technical Due Diligence assessment?
At Revelry, a technical due diligence assessment includes a deep dive on all components and documentation related to a target’s or investment’s software product / platform / technology, such as:
- IT infrastructure
- Product architecture
- Software code and data
- Programming languages, toolkits, and open-source components for development
- Code quality and coverage
- Development methodologies and practices
- Server maintenance and support
- Unit testing for frontend and data repositories
- Security, privacy, and compliance tools and procedures
- Technical debt
- Roadmap and Strategy
- Technology budget
- Technology leadership and staff
- Existing technology contracts
- Team training and development plan
Examples of specific questions Revelry product experts may ask as a part of the assessment of your target:
- How strong is the target’s technology infrastructure? Does it support productivity, efficiency, and overall business performance?
- Do product integrations and APIs make sense from both security and functionality perspectives?
- Which tools and technologies are being used in product development and maintenance (e.g., artificial intelligence, machine learning, augmented or virtual reality, computer vision, etc.)?
- How are security vulnerabilities being prevented? Is there a comprehensive, well-thought-out plan in place if something goes wrong?
- How adaptable and scalable is the target’s product(s) / technology? Will it be easy or difficult to evolve to meet changing business or user needs? Can it be scaled to accommodate industry / market changes?
What does Revelry’s Technical Due Diligence process look like?
When partnering with Revelry on a technical due diligence assessment, efficiency and thoroughness are priorities. Our process often unfolds like this:
- Agree on the scope, timeline, communication channels and cadence, and how documentation and software will be accessed by the Revelry team
- Establish access to necessary components, documentation, and project management tools
- Demo product / platform / technology
- Conduct a technical deep dive with you and your target’s/investment’s leadership team
- Have various, focused discussions with your target’s/investment’s product development / engineering team(s)
- Review and assess all components and documentation
- Deliver a comprehensive report detailing assessment findings, including:
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- The condition of assets
- Discovered weaknesses
- Potential risks
- Opportunities for improvement
- Suggested next steps
WHAT OUR CLIENTS SAY
“When we decided we wanted to step this up and make this a professional app, we turned to Revelry for help. In a few short weeks they were able to polish it into something we can be proud of.”
– Benjamin Eckel, Co-Founder, Dylibso
WHAT OUR CLIENTS SAY
“I’m a non-technical founder and so is my co-founder. This is why Revelry was a godsend. We were really trying to make sure we put the right team in the right seats at MediaKits. Overall, our experience was incredible; I have nothing but good things to say.”
– Kieran O’Brian, Founder, MediaKits
WHAT OUR CLIENTS SAY
“The Revelry team was highly communicative and transparent about their process. Their willingness to find workarounds and solutions made for a solid partnership and a successful development.”
– Director of Customer Experience, Solar Energy Company
WHAT OUR CLIENTS SAY
“Revelry added so much value to our product offering. I’m 100% satisfied with their project management, ability to deliver assignments on time, and ability to remain responsive throughout the deployment process. Feedback from end-users has remained overwhelmingly positive, too.”
– Charles Carriere, Founder/CEO, EntreScan
WHAT OUR CLIENTS SAY
“Our success has been largely due to the proprietary technology that Revelry has been able to develop and demonstrate.”
– Co-Founder/Co-CEO, Logistics Company