For Investors

Technical diligence often goes one of two ways. A junior analyst runs a checklist and misses the things that actually sink a deal, or a big firm bills a fortune for a report nobody reads. We offer a third path. You get a senior operator who has built and run the kind of systems your targets are selling, and who will tell you plainly what is real and what is a slide.

That same person can keep helping after the wire clears, inside the portfolio company where the work gets done.

Technical due diligence

Before you invest, you need to know whether the technology holds up. We assess the architecture and the state of the codebase and infrastructure. We look hard at the security posture and at the team that has to carry the plan forward. We separate the solid engineering from the parts held together with hope, then test the roadmap against what the team can realistically deliver.

You get a clear read on technical risk. We write it for an investment committee rather than an engineering standup. Some findings are dealbreakers and we say so plainly. Others are fixable gaps with a known cost and we price them.

Operating partner

A strong thesis can still stall on execution. When a portfolio company hits a wall it cannot get over on its own, we step in and work alongside its team. That might look like any of these:

• a fractional architect through a hard migration or replatforming
• a steady hand on infrastructure that will not scale
• cover for an engineering organization during a leadership gap
• a stalled AI initiative pushed into production

We hand the capability back when the hard part is behind you. The goal is a portfolio company that runs better after we leave and does not depend on us to keep running.

Technical advisory

Some questions do not need a full engagement, just someone who has seen the pattern before. We help funds and their portfolio companies think through the technical bets with real money behind them. Some are about whether an architecture will survive the next order of magnitude. Others are about whether a team’s plan matches its ambition. Now and then the question is simply where the market is heading with AI. Bring us into a board conversation or keep us on call for the decisions that matter.

How we work

Every engagement starts with a conversation about what you actually need to know. Diligence runs on your deal timeline. Operating and advisory work flexes to the situation, from a few focused days to an ongoing relationship. Either way you deal with one senior person the whole way through instead of a rotating bench.