A sample readout based on this week’s tech diligence challenge.
Sample Crib Sheet #1
To provide a little more context on what I’ve been up to, I’ll be showing some samples of what these crib sheets look like and the story they tell. If you want to know more or provide feedback, then let me know. The Partial Acquisition The story for this involves the conglomerate Widgets Ltd. looking to buy the anvil subdivision …
Tech Diligence Crib Sheet
As a part of the Tech Diligence newsletter, I released a set of high-level questions that your team should ask that address two objectives: They are high-level specifically to find squishy answers and drill down on them. Ultimately, it is the combination that will give you, the final decision-maker, a clearer picture of what the level of effort will look …
Tech Diligence Checklist
Since starting the Tech Diligence list, I shared a couple of tools that I’ve used for helping my clients establish a baseline before they start looking at target companies and when they have a company in mind. Now I share the list with you in the hopes that it will help with your scoping efforts. If you find this helpful, …
What is your preferred medium for writing? BTW, I have something new to share.
Announcing a daily email list focused on the tech side of due-diligence
The one missing thing in the tech due diligence
While 2023 is considered one of the worst years from an M&A perspective in the last decade, this year is looking more optimistic given the interest rate guidance for this quarter and deal activity from the past quarter increasing by 6.5% according to Pitchbook. What this means is an optimistic outlook towards new deals, and one of the key parts …