Resource 13 · Diligence guide

Technical diligence guide

Prepare the evidence an investor, acquirer, enterprise buyer, technical advisor, or incoming engineering leader will request.

Practical guidePracticalYours to use

The working guide

Follow the evidence across the whole system.

Good diligence connects technical evidence to business consequences. It distinguishes a known defect from a missing artifact and a temporary workaround from structural risk.

01

Architecture and ownership

Explain how the system changes.

  • System context and critical dependencies
  • Module, service, and decision owners
  • Known coupling and replacement constraints
02

Security and data

Show the boundaries that protect value.

  • Identity, authorization, and tenant model
  • Sensitive-data inventory and retention
  • Secrets, vendors, and privileged-access controls
03

Delivery evidence

Prove changes can ship safely.

  • Critical-path tests and CI results
  • Deployment, migration, and rollback process
  • Release cadence and failure history
04

Operations and resilience

Show how failure is detected and repaired.

  • Monitoring and alert ownership
  • Incident, backup, and recovery evidence
  • Capacity limits and scaling assumptions
05

Commercial risk

Translate findings into decisions.

  • Key-person and vendor concentration
  • Licensing and dependency exposure
  • 30/60/90-day remediation priorities

Evidence to keep

Leave a record another person can verify.

  1. 01One-page system map
  2. 02Risk register with evidence links
  3. 03Last successful build and deployment record
  4. 04Prioritized remediation plan with owners

Choose the next useful step

Use the guide to define the first accountable decision.

We can review the evidence with your team and turn the gaps into a scoped plan without taking ownership away from you.

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