Service
Technical Due Diligence
Technical clarity for investment decisions — risk, scalability, and a path to the outcome after close.
Ideal for: Private equity firms, venture capital firms, and corporate development teams.
The work
We assess stacks, integration debt, and operating risk so PE, VC, and corporate buyers know what they are buying — and what it will take to deliver post-acquisition outcomes.
Capabilities
What we deliver
- Technical assessment of acquisition targets
- Business application stack evaluation
- Integration planning for post-close outcomes
- Risk identification and mitigation strategies
- Portfolio company scaling support for PE/VC firms
Technologies
Technical Due Diligence
Structured assessment for investors and acquirers — from stack review to integration roadmap.
In depth
How we approach Technical Due Diligence
Overview of Technical Due Diligence
We assess stacks, integration debt, and operating risk so PE, VC, and corporate buyers know what they are buying — and what it will take to deliver post-acquisition outcomes.
Ideal for: Private equity firms, venture capital firms, and corporate development teams.
Technical due diligence for investors and acquirers
Private equity and venture firms need ranked risk, growth-thesis fit, and a Day-100 path — not logo inventories. Foundation5 assesses CRM, ERP, billing, data warehouse, middleware, and custom code for scalability, security, technical debt, and team capability.
Our working agenda mirrors the PE technical due diligence checklist. The Smarsh engagement shows post-signing value: diligence on a Micro Focus unit, then Salesforce, MuleSoft, and NetSuite migration on the post-close calendar.
What we examine — and how findings are packaged
Growth-thesis fit and systems of record; infrastructure and cloud cost; CRM/ERP/billing data quality; integration debt; people and vendor concentration; security and privacy obligations. Deliverables: red/yellow/green ratings, issue register with cost ranges, Day-100 workstreams, and explicit unknowns when access was limited.
- System-of-record map for customer, product, price, invoice, and cash
- Sampled CRM/ERP data quality and end-to-end order walkthroughs
- Integration inventory with owners, patterns, and incident history
- Day-100 workstreams with internal vs external ownership
- Items that should affect price, escrow, or close conditions
Post-close integration support
Diligence connects to integration planning. We often stay through the first hundred days — Day-100 tech integration — sequencing cutovers with Salesforce and digital strategy as needed. Portfolio companies benefit from repeat patterns across holdings.
Capabilities and deliverables
Every engagement is scoped to your timeline and internal capacity. Representative deliverables:
- Technical assessment of acquisition targets
- Business application stack evaluation
- Integration planning for post-close outcomes
- Risk identification and mitigation strategies
- Portfolio company scaling support for PE/VC firms
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FAQ
Questions about Technical Due Diligence
Straight answers about how we approach this work and what to expect.
Who uses Foundation5 for technical due diligence?
Private equity, venture capital, and corporate development teams who need clarity on stack risk, integration debt, scalability, and what it will take to deliver outcomes after close.
What does a diligence engagement cover?
Technical assessment of the target, business application stack evaluation, integration planning for post-close outcomes, risk identification, and — when needed — portfolio company scaling support. We emphasize CRM/ERP data quality, systems of record, and Day-100 feasibility — not logo inventories.
How fast can you turn around diligence?
We match deal timelines. Focused assessments can complete in days to a few weeks depending on access, system complexity, and whether post-close integration planning is in scope.
Do you stay after close to execute the findings?
Often yes. Diligence is most valuable when the same team sequences Salesforce, billing, identity, and integration cutovers in the first hundred days — so operating partners are not rediscovering issues with a new SI in month three.
What does the investment committee receive?
Red/yellow/green ratings by domain, a ranked issue register with remediation cost ranges, an explicit call on growth-thesis fit, Day-100 workstreams with owners, and a list of material unknowns when access was limited.
Schedule a consultation
Talk to us about technical due diligence for your organization.