Case Studies
Technical Due Diligence for High‑Growth SaaS Acquisition
Comprehensive Technical Due Diligence to Evaluate a Fast-Scaling SaaS Platform
Client’s Challenge
Quick Turn Around Technical Due Diligence
An investment firm needed a fast, independent technical assessment of a rapidly growing SaaS provider before acquisition.
Our Solution
Technical Due Diligence Assessment & Report
A two‑phase technical due diligence engagement, including a rapid yet thorough technology assessment followed by a deep dive into security, workflows, deployment processes, staffing, and documentation.
Value Realized
Clear Understanding & Confident Negotiation
The detailed report we provided gave the investor a clear understanding of technical risk, scalability, and financial implications.
Project Details
Technical Due Diligence Case Study
A growth equity firm approached InfoWorks needing a fast, independent view into the technology powering a rapidly scaling SaaS platform they were interested in acquiring. With a $60 million transaction underway and reps & warranties insurance contingent on technical validation, they needed clarity on scalability, security, technical debt, and key‑person risk.
InfoWorks performed a two-phase technical due diligence engagement designed to deliver insights with both speed and depth.
Phase I
Our team met with the target company’s technical leaders to review architecture diagrams, security documentation, workflows, and development practices. Within days, the early assessment highlighted platform strengths, areas needing near-term investment, and open questions requiring deeper analysis.
Phase 2
In a deep dive, we expanded the review to include authentication, data protection, infrastructure performance, release governance, and staffing dependencies. The team collaborated to quantify the cost and scope of remediation, helping translate technical risk into financial insight.
A Clear Organizational View
The final report provided the investor with a clear view of the organization’s capabilities, scalability, and long‑term sustainability. The findings directly supported underwriting for reps & warranties insurance and strengthened the firm’s negotiating position.
