For Investors
Supporting informed and confident investment decisions through comprehensive technical due diligence.
How I Think About Investor-Oriented Diligence
Confidence through clarity: the most useful diligence work surfaces both risks and value creation potential, supporting informed and evidence-based investment decisions.
I am developing a focused practice around technical due diligence for software investments, drawing on 25 years of experience building and operating software systems.
What Investors Need to Understand
Beyond structure, tech stack choices impact maintainability, team velocity, and cost. Outdated or exotic technologies create hiring, integration, and security risks.
A capable, process-driven engineering team can reliably deliver on the product roadmap. Poor execution translates to missed milestones and wasted capital.
Weak security or regulatory gaps pose existential risk. A mature posture reduces the chance of breaches, fines, or being blocked from regulated markets.
The infrastructure should support stability, performance, and cost efficiency. Operational immaturity may signal growing pains and hidden reliability risks.
A realistic, coherent roadmap shows the team understands priorities and constraints. Overpromising or underplanning undermines growth projections and trust.
Effective team structure supports scale, accountability, and onboarding. Disorganized teams hinder delivery, increase churn, and slow integration post-investment.
Beyond the diligence moment
One question I am increasingly interested in is what happens after diligence: how investors maintain a structured view of technical posture across portfolio companies over time. In parallel with my writing and conversations in this space, I am exploring tooling concepts that could help investors track key signals across a portfolio in a more structured and usable way.