For Private Equity and Strategic Investors

Buy-Side and Sell-Side Product and Technology Diligence

Investment grade assessment aligned to your investment thesis

Bespoke product and technology diligence delivered in 2-3 weeks answering key investor questions, covering scalability, architecture infrastructure, AI readiness, code security, SBOM and CVE exposure, compliance, IP and operational risks, and engineering effectiveness with value creation roadmaps

Schedule a Call

Trusted By - 15+ PE firms | 50+ enterprise transformations | Enterprise grade outcomes

What We Assess

Tailored to Your Investment Thesis

Every engagement is tailored to the investment thesis focusing on the technical, operational, and scaling risks that directly impact deal value and post-close execution

Security and compliance

Security, Compliance & Risk

  • First-party code security review and vulnerability exposure
  • SBOM and CVE tracking with OSS license compliance analytics
  • HIPAA/PII compliance, IP risk, operational risk, and key person risk assessment
  • Remediation cost modeling and risk prioritization
AI readiness and adoption

AI Readiness & Adoption

  • AI Tooling, Infrastructure, Security, Governance and Standards Assessment
  • AI-enabled Product and Engineering capability and workflow assessment
  • Assess Technology moat in product
  • Competitive threat from product replacement with AI
Engineering and services

Engineering Effectiveness

  • Engineering productivity metrics, R&D team health and attrition risk
  • Developer output and Contribution Tier
  • Developer skills vs Tech stack balance
  • New Feature velocity vs Maintenance
  • Legacy vs Modern code and the modernization gap
Architecture scalability

Architecture, Scalability & Infrastructure

  • Application, data, and integration architecture assessment
  • Scalability constraints and modernization readiness analysis
  • Infrastructure and cloud maturity assessment

Our Approach

Buy-Side and Sell-Side Diligence

Zivi supports both acquisition and exit scenarios with diligence frameworks aligned to transaction objectives enabling confident investment decisions and stronger value realization outcomes

Buy-Side Diligence for Acquisitions

Technology assessment supporting investment decisions with comprehensive risk identification and value creation roadmaps. Customized to your investment thesis whether SaaS scalability, AI capability validation, platform consolidation, engineering productivity, or modernization.

Deliverables

  • Architecture and AI capability assessment
  • Security risk analysis (SBOM and CVE)
  • Engineering effectiveness evaluation
  • Technology investments required to meet growth case
  • 100-day value creation roadmap with prioritized initiatives

Sell-Side Diligence for Portfolio Exits

Technology assessment preparing portfolio companies for buyer diligence with value maximization recommendations and clear technical positioning.

Deliverables

  • Product and Technology documentation
  • Architecture and AI capabilities showcase
  • Security posture validation
  • Engineering effectiveness metrics
  • Value gap analysis with improvement recommendations
Platform visualization

Outcomes That Matter

Results Across 100+ Diligence Engagements

Diligence timeline and decision readiness

Faster Investment Decisions

Comprehensive assessment completed in 2 to 3 weeks

Assessment Timeline
Comprehensive assessment completed in 2 to 3 weeks
Risk Quantification
Technical risks quantified before capital committed
View more
Investment risk visibility across architecture, security, and AI readiness

Higher Confidence Execution

Architecture, AI readiness, security, and productivity risks visible before close

Risk Visibility
Architecture, AI readiness, security, and productivity risks visible before close
Growth Investments
Technology investments to meet growth case clearly identified
View more
Execution-ready roadmap for 100-day value creation

Execution Ready Value Creation

Portfolio companies start day one with technical roadmap

Day-One Readiness
Portfolio companies start day one with technical roadmap
100-Day Activation
Post close value creation roadmaps ready for 100 day execution
View more

Who We Work With

Accountable for Investment Returns and Value Creation

Zivi supports investors and operators accountable for Technology investments, operational execution, and value creation before and after capital deployed

Private Equity Firms

Bespoke diligence with architectural evidence, AI capability validation, and investment thesis aligned value creation roadmaps

Deal Teams

Evidence based technology decisions with quantified risk analysis and post-close execution planning

Portfolio Company Leadership

Clear, executable transformation roadmaps prioritizing modernization, AI adoption, and productivity gains

Strategic Acquirers

M&A technology assessment with integration complexity analysis and AI capability evaluation

Frequently asked questions

Common Questions About Technology Diligence for Investment Decisions

Schedule a Call
What is included in PE product and technology diligence?

Bespoke Product and Technology diligence customized to your investment thesis. Covers architecture, scalability, infrastructure, AI readiness, first party code security, SBOM/CVE, HIPAA/PII compliance, IP risks, operational risks, key person risk, engineering effectiveness, professional services risks and investments, technology investments to meet growth case, and post close value creation roadmaps.

How long does technology diligence take?

2 to 3 weeks for comprehensive assessment including architecture, AI readiness, security, engineering effectiveness, and post close value creation roadmap.

What is included in AI readiness assessment?

AI infrastructure maturity, data architecture quality, production models, development capabilities, security and governance, competitive AI positioning.

Get Started

Modernize Technology • AI-Enable Software Delivery • Maximize Investment Value

Zivi brings intelligence to legacy modernization, AI ready software delivery, and investment decisions with measurable outcomes across the full lifecycle

Start a Conversation