Investor Due Diligence Technical Review
Turn Technical Risk Into
CTO-level clarity — Independent validation of architecture, scalability, security, team maturity, and AI claims — so you understand technical risk before you invest.
Independent review by a senior engineering leader (CTO/VP Eng background) — translated into business decisions.
WHY SPEAK WITH ME
• 30+ years engineering leadership
• CTO / VP Engineering experience
• Embedded + cloud + AI background
• Systems engineering discipline
• MBA in Engineering Management
• Experience working with investors & boards
SECTION 1 — WHO THIS IS FOR
For Investors Who Won’t Buy Blind
• Angel investors and syndicates
• Venture capital firms
• Family offices
• Corporate development / acquisitions
• Investors assessing AI-heavy claims
SECTION 2 — THE PROBLEM
Pitch Decks Don’t Reveal Engineering Reality
• Hidden technical debt and unscalable architecture
• “AI” claims that don’t survive technical review
• Delivery process too immature to hit milestones
• Security and operational exposure
• Key-person risk (everything in one engineer’s head)
• IP / documentation gaps that impact valuation
SECTION 3 — WHAT YOU GET (Deliverables)
What You Receive
• Executive Technical Risk Memo (plain-English, decision-ready)
• Architecture Soundness & Scalability Assessment
• Engineering Process & Delivery Maturity Review
• Security & Operational Risk Summary
• AI/ML Claim Validation (when applicable)
• Team Capability + Key-Person Dependency Assessment
• Risk Scoring Model (high/med/low with rationale)
• Board/IC Summary Slides (shareable)
SECTION 4 — HOW IT WORKS (Timeline)
Structured Review for Investment Decisions
Heading: Structured Review for Investment Decisions
Kickoff: investment thesis + claims to validate
Review: docs, architecture, code/process evidence (as permitted)
Validate: scalability, security, team, IP/AI claims
Score: risks with severity + probability + mitigation options
Deliver: exec memo + slides + Q&A
Typical timeline: 1–2 weeks (depends on access and responsiveness)
SECTION 5 — FAQ
Q: What if the company won’t share code?
A: We can still assess architecture, process maturity, and claims using artifacts, demos, and interviews — and we’ll label confidence levels clearly.
Q: Do you produce a “yes/no” recommendation?
A: I produce a risk rating and mitigation plan, plus what I’d want resolved before investing.
Q: Can you join an IC meeting?
A: Yes — I can present findings and answer technical questions.
SECTION 6 — NEXT STEPS
Reduce Surprise Risk Before You Wire Funds
Book a call. I’ll outline what we can validate quickly and what artifacts we’ll need.
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