Solutions05 · M&A and transactions
Technology due diligence for M&A.
We assess systems, architecture, licences, IT teams, technical debt and technology risks to support acquisitions and investments. We combine this analysis with AI-assisted document review and data rooms, delivering traceable findings for the deal team.
Context
Understanding the technology is part of assessing the business.
Architecture, vendor dependencies, licences, IT capabilities and technical debt can affect business continuity and future development. Technology due diligence brings these issues into view before an investment or acquisition decision.
We deliver a technical assessment with evidence, limitations and priorities to inform valuation and M&A decisions. We also organise data rooms and extract contract information using AI and human verification for counsel to assess.
Process
From the deal scope to technical findings.
The work combines technology assessment and document review, guided by the M&A team's questions and priorities.
- 01
Scope and priorities
We agree with the deal team which assets, systems, documents and technical questions to examine.
Deliverable: due diligence plan
- 02
Inventory and data room
We organise documents, system inventories and IT information, recording access permissions and sources.
Deliverable: organised records and source map
- 03
Technology assessment
We assess architecture, dependencies, licences, IT capabilities and technical debt using the available evidence.
Deliverable: technology assessment
- 04
Document review
We extract data and clauses using AI and human verification, following criteria agreed with the team and counsel.
Deliverable: verified, traceable extractions
- 05
Findings and priorities
We consolidate technology risks and document findings, with sources, limitations and priorities to inform the deal assessment.
Deliverable: technical report for the M&A team
- 06
Clarifications and updates
We answer the team's questions and incorporate new evidence received during the transaction.
Deliverable: technical responses and update log
Our approach
Technology and documents in one assessment.
- 01
Findings with sources
Each finding identifies its source: a document, page, system or technical evidence examined.
- 02
A technical view of the asset
Systems, architecture, licences, IT teams and technical debt assessed in the context of the deal.
- 03
Human verification by risk
Specialists concentrate on low-confidence and high-impact items, with sampling on the rest.
- 04
Access controls
Data is stored and processed in Brazil, with permissions and access logs defined for the project.
Frequently asked questions
- Do you replace the legal due diligence?
- No. Lawyers assess the risks and advise the client; we deliver the extraction and organisation that make that assessment faster.
- What does technology due diligence cover?
- Systems, architecture, the IT team, software licences, technical debt and technology risks, reported as input to the deal valuation.
- How accurate is the extraction?
- Accuracy is measured by sampling and reported per clause type; low-confidence items always go to human review.
- Can you review contracts outside a transaction?
- Yes. Contract portfolios are extracted for clauses, terms, price adjustments and obligations, without legal opinion; counsel assesses what the findings mean.
- Does our data train AI models?
- We check each provider's and configuration's data-use, retention and training rules before processing documents. Applicable terms are documented for the project.
- How is it charged?
- Per volume of documents, or per project with a fixed scope. The proposal is in writing before work starts.
Contact
Tell us about the transaction.
Describe the target company, its technology context and the deal timeline. We assess the due diligence scope and provide a written proposal.