Technical due diligence preparation

---
title: "Technical due diligence preparation: AI Use Case"
description: "Get the technology, code and security story in order before investors or an acquirer ask, so diligence confirms the plan instead of derailing it."
url: https://lidvizion.ai/use-cases/technical-due-diligence-prep/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---

[Use cases](https://lidvizion.ai/use-cases/) · Leadership

# Technical due diligence preparation

Get the technology, code and security story in order before investors or an acquirer ask, so diligence confirms the plan instead of derailing it.

[Talk through this workflow](https://lidvizion.ai/contact/?need=fractional-cto&from=%2Fuse-cases%2Ftechnical-due-diligence-prep%2F#write) · [Fractional CTO](https://lidvizion.ai/services/fractional-cto/)

Where it starts

## The trigger.

A fundraise, acquisition or large customer contract is coming, and technical questions will follow.

How it runs today

- Nobody has written down how the system is built or who owns what.
- Known risks surface for the first time in front of the other side.
- Answers depend on one engineer’s memory.

The workflow

## Four bounded steps.

Each step has an owner and a stop rule.

1. 01 / Inventory
   List the systems, code ownership, vendors, licences and data flows.
2. 02 / Review
   Check architecture, security basics, costs and delivery process against what diligence asks.
3. 03 / Remediate
   Fix the quick wins and write a dated plan for the rest.
4. 04 / Present
   Prepare a short technical overview and a document room with the evidence.

Where people stay in control

## Approval points.

- Leadership decides what is disclosed and how.
- Every claim in the overview is checked against evidence.

How we would measure it

## Against a baseline.

Measured before and after, on the same work.

### Open diligence questions and time to answer each.

### Risks found internally before the other side found them.

### Remediation items closed before the deadline.

Related

## Go deeper.

- [Fractional CTO](https://lidvizion.ai/services/fractional-cto/): Senior technical ownership for companies that need direction and execution without immediately adding a full-time CTO.
- [Client vs. server: where code runs](https://lidvizion.ai/resources/basics/backend-client-vs-server/): What belongs in the browser or app, and what must stay on a server you control.
- [Prepare for technical due diligence](https://lidvizion.ai/guides/prepare-for-technical-due-diligence/): A four-step playbook to inventory your technology, find the risks before the other side does, fix what you can and present the rest with a dated plan.
- [What Is Technical Due Diligence?](https://lidvizion.ai/answers/what-is-technical-due-diligence/): What is technical due diligence, and how should a company prepare?

More use cases

## Other places to start.

[All use cases](https://lidvizion.ai/use-cases/)

- [An AI tool and vendor decision you can defend](https://lidvizion.ai/use-cases/ai-tool-and-vendor-decision/): Leadership Replace scattered subscriptions and competing vendor pitches with one decision, made on your workflows, data rules and costs.
- [A technology roadmap the board can follow](https://lidvizion.ai/use-cases/technology-roadmap-for-the-board/): Leadership Turn scattered technical priorities into a sequenced roadmap with owners, costs and risks that non-technical leaders can hold you to.
- [A cloud and software cost review](https://lidvizion.ai/use-cases/cloud-cost-review/): Leadership Find out what the company pays for cloud, software and vendors, what each line does, and what can be cut, right-sized or renegotiated without risk.

An illustrative workflow pattern, not a result from a specific customer.

Bring the messy version

## One workflow. A better way to run it.

Show us the tools, the handoffs, and the part that keeps slowing your team down.

[Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)