Technical due diligence for family offices
Before the family commits, someone should check the technology.
I read the technical details so you can decide with confidence, then explain them in plain language the whole family can follow. After you invest, I stay close: a technical advisor you can phone, or a fractional CTO until a full-time hire is in place.
- A memo the whole family can readPlain language, and I walk you through it.
- Diligence since 2000Careful work for families deciding with their own money.
- Fixed scope and fee, in writingNo surprises. Agreed before any work starts.
- Every expert signs an NDAYour deal stays between us.
Family offices back businesses where technology is the part nobody at the table can judge.
A family-run office buys a company next to its core industry. A multi-family office takes a seat beside a sponsor. A professionally led office writes a check into a deal that depends on software, data or an AI claim. In each case the demo is polished and the sponsor's own diligence is often the only technical review the deal gets.
Diligence runs two ways. You are examined by the people raising capital, and you should be examining them. I do the second part, on the technology, and I write it so the whole family can read it, including the member who was not in the room.
Technical diligence
A fixed-scope review of a company's technology, data and AI claims, before you commit. You get a plain-language memo and a call to walk the principals through it.
Advisor on call
A monthly retainer. One technical voice you can phone before a decision, who already knows your deals and the sponsors who bring them.
Fractional CTO
Hands-on technology leadership inside the company after close, for a short, defined period, with a written plan to hand it to a team that stays.
What you hand to the family.
A document that says what is real, what is a demo, what breaks as the business grows, what it costs to fix, and what to ask the sponsor next. It is written to survive a disagreement inside the family, and to make sense to a lender, a board or the next generation.