Tech Due Diligence for Family Offices

Family offices are increasingly investing in technology-driven businesses - from SaaS companies to digital platforms to tech-enabled services. But unlike VC firms, most family offices don’t have an in-house CTO or technical team to evaluate these investments.

That’s where independent tech due diligence comes in.

The Challenge for Family Offices

When evaluating a technology investment, family offices face a unique set of challenges:

• No in-house technical expertise to assess code, architecture, or engineering practices
• Reliance on management claims about the technology’s capabilities and scalability
• Difficulty evaluating technical risk compared to familiar financial or operational risks
• Long hold periods that amplify the impact of hidden technical issues

A technology that looks fine today might require millions in engineering investment within 2-3 years. Without expert assessment, these costs remain invisible until they materialize.

How We Help Family Offices

We act as your technical advisory team for the duration of the deal. Our assessment covers:

Technology Asset Valuation

We evaluate whether the technology justifies its claimed value. This includes the maturity of the codebase, the sophistication of the architecture, and the defensibility of any technical moats.

Risk Identification

We identify and quantify technical risks in plain language - no jargon-heavy reports that require an engineering degree to understand. Every finding comes with business impact and remediation cost.

Ongoing Advisory

Beyond the initial assessment, we can provide ongoing technical advisory as a portfolio resource. This gives your portfolio companies access to experienced technical guidance without the overhead of a full-time CTO hire.

What We Assess

• Infrastructure and IT systems - hosting, security, compliance, disaster recovery
• Software quality - code health, maintainability, testing practices
• Team composition and key-person dependencies
• Vendor relationships and contractual risks
• Technology roadmap feasibility

Investment Decision Support

Our reports are designed for non-technical decision-makers. We translate technical findings into:

• Deal/no-deal recommendations with clear reasoning
• Quantified risk exposure in monetary terms
• Post-acquisition investment requirements for budgeting
• Comparative benchmarks against industry standards

Learn more about our process and pricing, or explore the tech DD checklist to understand what we cover.