Anonymized. Real. Proven.

Client names are confidential. Outcomes aren't. Engagements where an independent technical read changed the decision, the price, or the plan.

What the diligence changed.

M&A · SoftwareCS-01

Avoiding an Overvalued Acquisition

SituationFinancially strong target, technology unexamined.

FoundSignificant technical debt, unsupported legacy components, scalability limits.

OutcomePrice renegotiated and remediation commitments secured before signing.

Price renegotiated

VC · AI PlatformCS-02

Validating an AI Investment

SituationProprietary AI claims, a skeptical investment committee.

FoundTechnology, governance and data quality confirmed genuinely strong.

OutcomeThe committee proceeded with confidence and a clear risk picture.

IC proceeded with confidence

PE · Post-AcquisitionCS-03

Strengthening Post-Acquisition Growth

SituationA newly acquired platform with unclear technical priorities.

FoundRoadmap gaps across cloud modernization, DevOps and security.

OutcomeA prioritized 100-day plan management could execute immediately.

100-day roadmap delivered

VC · FinTechCS-04

Clearing a Series B Security Gate

SituationA fintech raising Series B; investors flagged security as a condition.

FoundPenetration-test gaps and weak tenant isolation on the critical path.

OutcomeFindings closed before the round; valuation and terms held.

Round closed on terms

Growth · SaaSCS-05

Right-Sizing the Cloud Bill

SituationMargins eroding from cloud spend nobody could fully explain.

FoundInfrastructure unit economics roughly 3× peers, heavy over-provisioning.

OutcomeA staged optimization plan with a clear path to major savings.

Path to −40% infra cost

M&A · MarketplaceCS-06

Exposing Key-Person Risk

SituationA marketplace acquisition where one architect held the whole system.

FoundDeep knowledge concentration and thin, out-of-date documentation.

OutcomeRetention and escrow terms negotiated into the deal structure.

Retention terms secured