Understand the technology commitments beneath an investment.
A family office or private investor may be assessing an acquisition, a long-term holding, a software business or a service provider on which an existing portfolio depends. Legal, commercial and financial diligence do not always reveal how difficult the technology will be to run, change or exit.
I provide a technical and operational read framed around the investment decision: what is credible, what it will cost to sustain, what could limit growth and which liabilities the next owner may inherit.
How this fits the wider team
This is technical and operational diligence only. It complements legal, tax, commercial, accounting, valuation, privacy and regulatory work without claiming to perform those disciplines.
Operating reality
Whether the software, infrastructure and support model can deliver the business plan.
Security and continuity
Material exposures, dependence on key people, tested recovery and relevant third-party risks.
Data and AI claims
Whether claimed data assets are usable, sufficiently governed and appropriate for their proposed purposes.
Ongoing economics
Licensing, cloud, technical debt, people, integration and obligations that a seller's model may underestimate.
Supplier and contract dependence
Where service continuity or margin depends on contracts, access rights or a particular external platform.
Reversibility
Which choices an owner can change after closing and which have become structural.
Essay: The technology you inherit- An investment-facing technology memorandum identifying material questions, potential consequences and priorities for verification or the early ownership period.
Where the evidence is weak, it should be described as weak, not converted into a confident estimate.
A diligence finding becomes useful when somebody owns the follow-through. Where a portfolio business requires leadership after the transaction, a separately scoped fractional CIO or CTO appointment may be appropriate.
Why this perspective
Infrastructure, security, data, product delivery, operating costs and executive judgement often interact. A technical finding matters only when its business consequence can be explained to the people deciding whether to proceed.
How the advisory work is structuredRelated
Before assumptions become obligations.
For a potential investment or provider review, describe the type of business, question and timing without disclosing confidential deal material initially.