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Technology Due Diligence: What to Review Before You Invest

Understand what exists, how it operates and what it will take to grow before committing to a technology investment.

Illustrative architecture and technology visual

Technology due diligence connects the investment thesis with evidence from the product, architecture and delivery team. A useful review makes the strengths, constraints and costs clear enough to support a decision.

1. Start with the investment thesis

Write down what the business expects the technology to enable. Identify which assumptions must be true for the investment to succeed, and turn those assumptions into review questions.

2. Review the product and architecture

Walk through the working product, its system boundaries, integrations and data flows. Examine maintainability, dependencies, test coverage and the cost of changing core functionality.

3. Assess operations and ownership

Review deployment practices, monitoring, recovery procedures and access controls. Verify ownership of source code and relevant licenses. Record gaps and the effort needed to address them.

4. Build a practical improvement plan

Separate urgent risks from longer-term opportunities. Estimate remediation effort with the team, document uncertainties and connect the findings to the investment decision.

Before you begin

  • A defined business problem
  • Accessible, appropriate data
  • An owner and clear success measures

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