Technical due diligence for software and IT.

Engineer reviewing source code on a desktop monitor and laptop while holding a mug.

We review the software, infrastructure, and operating responsibilities involved in a transaction. Our findings help investment teams, advisers, and incoming operators understand technical risks and the work a handover will require.

Code & architecture Cloud & operations Access & dependencies Transition planning

Find the dependencies before the handover.

A working application can depend on undocumented deployment steps, one person’s knowledge, or accounts the buyer does not control. We examine those dependencies alongside the code and hosting.

We agree the questions, systems, access, and reporting date before the review. Findings distinguish what we verified from what remains untested or unavailable.

Four colleagues review printed charts together beside an open laptop in a brick-walled office.

Review what the next operator will inherit.

Code and architecture

We examine repositories, frameworks, integrations, tests, known faults, and maintenance history. The review identifies dependencies and technical debt that can affect support or planned changes.

Infrastructure and operating costs

We review cloud and hosting accounts, deployment processes, monitoring, backups, and recovery arrangements. We identify recurring services and the technical work needed to maintain the environment.

Security, access, and data

We review the access model, privileged accounts, secrets handling, and data flows within the agreed scope. Where deeper assurance is needed, we define a separate penetration test or specialist assessment.

Ownership and knowledge transfer

We identify domain registrations, software licenses, vendor contracts, operating documents, and the people who hold important knowledge. Legal advisers review ownership and contractual rights; we document the technical dependencies.

A written assessment with practical next steps.

The deliverable can include a system inventory, findings with supporting evidence, and a prioritized list of remediation and transition work. We describe the likely operational impact and identify questions that need further access or specialist review.

Where estimates are required, we state the assumptions behind the scope, time, and cost. Our application takeover service can handle the agreed transition and ongoing operations after the review.

Before access

Agree the transaction questions, review boundaries, contacts, and secure document-sharing arrangements. Identify deadlines that affect the depth of the review.

During the review

Compare documentation with the repositories, configuration, and demonstrations available. Discuss findings with the current technical team.

After the review

Walk through the findings and outstanding questions. Separate immediate operating needs from longer-term engineering improvements.

Questions about the work.

Can you review software before an acquisition closes?

Yes, subject to authorized access and the agreed scope. We can review material provided through an approved data room and work with the seller’s technical team. Restricted access is recorded as a limitation.

Is this the same as a valuation or legal due diligence?

We provide a technical assessment of the systems and their operation. Your transaction, valuation, legal, and tax advisers handle their respective parts of the deal.

Can you operate the application after the transaction?

We can assess a handover as part of the review. The operating agreement defines responsibilities, access, documentation, remediation, and support. Broader identity and email changes belong in the IT integration plan.

View all investment banking IT services

Tell us what needs a technical review

Describe the application or IT environment and the questions your team needs answered. An engineer will respond within one business day.

  • Software, cloud, and operating dependencies
  • Findings, evidence, and remediation scope
  • Technical handover and ongoing support

Describe the work here. We arrange confidential document sharing and technical access separately.

Use your company email, not Gmail, Yahoo, or another public email service.

Your message goes directly to an engineer.