Technology Due Diligence & M&A Advisory

Is the technology an asset
or a liability?

That question decides more value in a software deal than any other. I give private equity and venture capital an independent, evidence-based answer — in 3 to 4 weeks, in the language of an Investment Committee.

Scroll

0

years inside enterprise technology

0

continents of Tier-1 engagements

0

deal-breaker escalation guarantee

0

assessment areas, one integrated review

Services

Four ways to de-risk a deal

Every engagement is thesis-driven and evidence-based: findings rest on documents, cross-checked interviews and direct inspection — never on management assertion. Fees scale with deal size.

01

Red Flag Review

1 week · pre-exclusivity

A rapid screen across all eight assessment areas, answering one question: is there anything here that should stop the deal or change its price? A sharp 3-page memo, before you commit.

02

Full Technology DD

3–4 weeks · the core service

Architecture, code, security, infrastructure, team, roadmap, IP and vendors — scored, evidenced, and priced. Delivered as a verdict-first report plus an Investment Committee presentation.

03

100-Day Technology Plan

post-close · value creation

The diligence tells you what is true; this converts it into a sequenced, costed programme with owners, budgets and board-level KPIs — from day one after closing.

04

Retained Advisory

ongoing · on call

Reserved monthly capacity for funds and deal-execution firms: rapid target screenings, portfolio technology oversight, and a 48-hour response SLA — a specialist on call without the hire.

How I Work

Four weeks, kickoff to Investment Committee

Read-only access, scans on the target's own infrastructure, and a hard rule: you will never learn about a red flag from the final report — deal-breakers reach your team within 48 hours.

Week 1

Kickoff & Discovery

Thesis alignment, structured document request, data-room triage, management session.

Week 2

Deep Dives

Architecture, code, security and infrastructure inspection; engineering interviews; licence scans.

Week 3

Validation

Team and roadmap assessment, independent verification, remediation costing — and the red-flag call.

Week 4

Reporting

Verdict-first report, factual check with the target, Investment Committee presentation.

Selected Work

Recent engagements

A sample of recent advisory work. Client and target names are confidential by design — in this business, discretion is part of the product.

Technology Revitalisation

Logistics operator on ageing proprietary software

A logistics company heavily dependent on 15-year-old proprietary software needed an independent view of what to fix, replace, or keep. Led the full technology assessment and turnaround roadmap; the board approved the complete programme.

€40Mcompany revenue
€2.1Mtechnical debt quantified
€350k/yroperational savings identified
Buy-side Due Diligence

Acquisition of a food-delivery platform & operation

Technology due diligence supporting the acquisition of a food-delivery software platform with a live operation. Scalability and technical-debt findings informed the price negotiation and were reflected directly in the deal terms. The transaction completed.

€12Mtransaction value
150kactive users assessed
€800kremediation holdback negotiated
Investment Readiness

Dual-platform software company preparing to raise

Structured the end-to-end technology and operating strategy of a software company running a social-network platform and a crowdfunding platform, ahead of an external raise — from architecture consolidation to the regulatory roadmap and the technology chapter of the investor data room.

€5Mtarget raise
–30%projected infrastructure cost
2platforms, one strategy

Earlier career: multi-million-euro enterprise technology programmes for Tier-1 retailers and telcos across Europe, North America, the Middle East and Australia — including post-merger systems integration.

Partnerships

Brands I work with

Independent does not mean alone. I collaborate with established advisory firms whose deal flow demands specialist technology judgement.

Two decades of enterprise engagements include
Primark Ahold Morrisons Telstra ICA Gruppen Alshaya Group Rogers JD Sports

Enterprise technology programmes delivered during my consulting and executive career — referenced with pride, and with discretion about the details.

About

The operator's lens

Career consultants read technology. Operators have lived with its consequences. I come to due diligence after 20+ years inside enterprise technology — which changes what I know to look for.

  • Executive operator — CTO/COO of a global consumer platform: owned the architecture decisions, the technical-debt trade-offs, and their P&L consequences.
  • Enterprise consultant — lead consultant on engagements for Tier-1 retailers and telcos across four continents, including hands-on post-merger integration.
  • Deal advisor — Technology Due Diligence & M&A Advisor since 2024, working with private equity, venture capital and corporate clients, including alongside a UK-based M&A advisory firm.
  • Independent by contract — no positions in targets, no success fees, one client per transaction. You get the technology as it is.
tech-dd — assessment
$ ddscan --target acquisition --areas 8 architecture … ceiling at 2.7x load open-source … 1 AGPL dependency found team … bus factor: 2 uptime … 99.95% verified verdict: proceed with conditions

"I have been the person your diligence interviews — I know where the answers hide."

Contact

Let's talk before your next deal

A 30-minute call is enough to tell you whether a full diligence is worth it. Tell me a little about the deal — everything you write here is treated as confidential.

@
carloslima.consult@gmail.com
+351 962 193 462
Porto, Portugal · Remote / EMEA