BP-WP-01 · 29 pages · PDF + Excel

Technology findings that translate into price, SPA terms and a 100-day plan

The template we use for technical due diligence on behalf of investors: 64 items across 13 dimensions, each with scoring anchors, the documents to request and a way to verify the answer yourself.

29 pages, in this order

• 64 items from architecture and security to the IP chain, each with anchors for weak and strong
• A deal consequence for every finding: price, SPA protection, condition precedent or 100-day plan
• Weights by deal thesis: buy-and-build, growth, carve-out, turnaround
• The eight findings we see in almost every data room, and how to spot them early
• Data room request list, interview guide and scope variants for 3, 5 and 10 days
• Excel workbook with scorecard, weights, summary and findings log

For PE deal teams and operating partners, M&A advisors, boards.

By Benjamin Bachhuber, CTO, 50+ technical due diligences for investors.