Advisory & fractional work
Technical due diligence
An independent, evidence-based assessment of any technology, so you can invest, acquire, fundraise, or replatform with confidence and without surprises.
What is technical due diligence?
Technical due diligence is an independent assessment of a company's technology: its codebase, architecture, infrastructure, security posture, engineering team, and processes. The goal is to give decision-makers an honest, evidence-based picture of what they're dealing with: what's solid, what's at risk, and what it will cost to address the gaps.
Unlike a standard code review, technical due diligence is scoped to inform a business decision. Whether that decision is a funding round, an acquisition, a strategic partnership, or an insourcing plan, the findings are framed around risk, cost, and opportunity, not just engineering quality in the abstract.
Who needs technical due diligence
Technical due diligence is valuable any time a significant decision depends on understanding the real state of a technology. These are the situations where it matters most.
Founders Preparing to Fundraise
Investors Evaluating an Acquisition
Companies Pre-Merger or Pre-Integration
Boards Assessing Technology Risk
Founders Evaluating an Outsourced Codebase
Companies Considering Replatforming
What's covered
A thorough technical review spans the full stack, from code to culture. Every engagement is scoped to your specific situation, but these are the core areas assessed.
Codebase Quality
Architecture & Scalability
Security & Compliance
Infrastructure & DevOps
Team & Process Assessment
Technical Debt Inventory
The process
A structured engagement with a clear timeline, defined access requirements, and a written deliverable at the end.
Scope
We begin with a scoping call to understand your goals, timeline, and what decisions this review needs to inform. Together we define the boundaries of the assessment: what systems are in scope, what access is available, and what the final deliverable needs to address.
Assess
I conduct a structured review of the codebase, architecture, infrastructure, and documentation. This typically involves repository access, architecture walkthroughs with the engineering team, and review of technical documentation, deployment configurations, and incident history.
Analyze
Findings are synthesized into a coherent picture: where the risks are, how severe they are, what's causing them, and what they'll cost to address. Every finding is grounded in evidence and prioritized by business impact, not engineering preference.
Deliver
You receive a written report with an executive summary, detailed findings, a risk matrix, and a prioritized set of recommendations. I walk through the report with you and any relevant stakeholders, answer questions, and make sure the findings are actionable.
Deliverables
Every engagement concludes with a written report and a live walkthrough. Here's exactly what you'll receive.
Executive Summary
Detailed Findings Report
Risk Matrix
Prioritized Recommendations
Presentation & Walkthrough
Frequently asked questions
Timelines vary based on scope and access. A focused review of a single product or codebase typically takes one to two weeks from access to delivered report. More complex assessments covering multiple systems, integrations, or a larger engineering organization may take two to four weeks. For time-sensitive deals, expedited timelines are available. We'll scope the timeline clearly at the start of the engagement.
At minimum, I need read access to the code repositories, architecture documentation, and a walkthrough with someone who knows the systems (typically a senior engineer or CTO). For a more thorough review, access to infrastructure configuration, deployment pipelines, monitoring dashboards, and incident records is helpful. I work within whatever access constraints exist, and I'm comfortable with NDA arrangements before any access is granted.
A code review is a line-by-line examination of code quality in a narrow scope. Technical due diligence is a business-oriented assessment of the entire technology function. Codebase quality is one input, but the review also covers architecture, infrastructure, security, team, processes, and organizational risk. The output is designed to inform decisions at the executive or investor level, not just improve the code.
That depends on who commissioned the engagement. In investor-commissioned reviews, the report is delivered to the investor, though I'm happy to share findings with the target company's technical team afterward, as this often leads to a productive conversation. In founder-commissioned reviews, the report belongs entirely to the founder. I can also produce tailored versions of the report for different audiences if needed.
Yes, and this is one of the most common requests I receive. Outsourced codebases often have specific patterns: inconsistent quality across contractors, sparse documentation, tightly coupled architecture, and test coverage gaps. I'm experienced in assessing these environments objectively, without preconceived assumptions, and delivering findings that give you a clear picture of what you actually own and what it will take to maintain or improve it.
The report is designed to be self-contained and actionable. After delivery, I'm available for follow-up questions and clarification sessions. If you need ongoing support to act on the recommendations (whether that's architectural guidance, engineering leadership, or a structured improvement plan) I can help with that too, either directly or through a follow-on engagement. Many clients use the findings as the starting point for a broader technical advisory relationship.
Other services
Not quite the right fit?
- Fractional CTOTechnical vision, roadmap, and executive leadership without a full-time hire.
- Fractional VP of EngineeringDelivery, team structure, hiring, and engineering operations as the org grows.
- Software Architecture ConsultingSystem design, migrations, and reviews for platforms that need to scale.
- Engineering Team ScalingOrg design, management layers, and delivery practices from 10 to 100+ engineers.
Request a technical review
Share the decision, timeline, and systems you need assessed. NDA arrangements are welcome.
- Quick response
- I reply within one business day.
- NDA available
- Happy to sign before access is granted.
- Confidential
- Your information stays private.