Technical due diligence templates

Technical due diligence is a review of a company’s technology before an investment or acquisition. Investors, buyers and advisers use it to judge the quality, risk and cost of the code, systems and team.

Include architecture and technology stack, code quality and testing, security and data protection, infrastructure and scalability, team, process and key-person risk, and findings, risks and recommendations. Rank every finding by severity and estimated cost to fix, so the buyer can weigh it against the price.

It is an independent check of a company’s software, infrastructure and engineering practices. It tells a buyer or investor what they are really getting.

It covers architecture, code quality, security, scalability, licenses, the team and its processes. It ends with risks and recommended actions.

A focused review often takes one to four weeks, depending on the size of the system and the access you get.

Experienced engineers or specialist advisers, often hired by the investor or buyer. Sellers sometimes prepare their own review in advance.

Start with Data Room Technology Overview: Gives investors a clear, evidenced view of the product's architecture, team, security and next steps. If that is not the right fit, compare it with Technical Due Diligence Report.

Yes. These technical due diligence templates work in Google Slides, Microsoft PowerPoint, Google Docs, and Microsoft Word. All 3 templates are free, with no account or email needed.

Mostly startups and founders and charities and non-profits. The sample text in each one is written for a specific situation, so replace it with your own details.