Technology Due Diligence Videos for Investors and Portfolio Firms

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When selling their business, founders are often penalised for common problems they could easily address. Prepare for exit and present your business in its best light.

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What is Value Creation within the scope of technology and what can we do, in pragmatic terms, to increase value using tech?

You can read more here:
https://beyond-ma.com/value-creation-opportunities-using-technology/

And founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

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What I Learned from Hiring 20 IT Project Managers for a single, PE-backed firm.

I learned the specific challenges of finding IT PMs the hard way. When I hired and managed 20 project managers for a PE-backed firm.

The firm was going through a significant digital transformation whilst simultaneously getting ready for an IPO. Pretty much everything was being changed at the same time. It was pretty exciting and daunting in equal measure.

The great thing about this experience was all the IT Project Managers were hired into the same firm. Effectively all working in the same environment with similar challenges.

This meant comparing the project managers’ behaviour and outcomes was relatively easy.

There were differences, of course – different projects, line managers and durations, for example. So, it is difficult to compare the project managers without considering their unique contextual challenges.

For example, it’s not fair to compare project managers where one has plentiful resources, and another has minimal. However, the latter scenario is a good test of skills and resourcefulness. The comparisons need to be made in the context.

And founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

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Technology due diligence is critical for private equity investors.

Investment Directors have a lot to consider when looking at new investments.

For example, what are the key questions that need answering? What does this company's technology strategy look like, and how will it affect my portfolio companies' bottom lines in future deals?

Key to finding this is inciting questions.

In this video, we explore the most important factors to consider when assessing tech on behalf of an investor.

And founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

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Founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

Tech Due Diligence is important in assessing the soundness of your company's underlying technology.

I'll share some factors that make for successful due diligence and best-case outcomes from this process - what you need to know before preparing Tech DD Workshops with prospective investors or clients who are interested not just financially but also conceptually in what you're building.

This is a big undertaking, and it's essential to get it right. Here are some factors to consider:

1. Make sure your team is on board with the process. This includes not just upper management but also rank-and-file employees. Due diligence can be disruptive, so it's important to have buy-in from everyone who will be affected.

2. Make sure you're organized and have a clear plan. You'll need to provide a lot of information to the due diligence team, so it's important to be prepared. Have a designated point person who can answer questions and provide necessary documents.

3. Be transparent. The due diligence team will look for red flags, so it's important to be upfront about any potential problems. This doesn't mean you have to reveal all your secrets, but you should be honest about what they can expect to find.

4. Be prepared to answer tough questions. The due diligence team will want to know everything about your company, so be prepared to answer questions about your business model, technology, finances, and more.

5. Be flexible. The due diligence process can be demanding, so it's important to be flexible and accommodating. The team may want access to your office or employees at odd hours, so it's important to be prepared for that.

6. Don't take it personally. The due diligence team is just doing their job, so try not to take their questions or requests personally. They're not trying to make your life difficult, they just want to ensure that your company is a good investment.

7. Be patient. The due diligence process can take some time, so patience is important. It can be frustrating, but remember that the team is just trying to do their job and ensure that your company is a sound investment.

Due diligence is an important part of any potential investment or acquisition. By following these tips, you can help ensure that the process goes smoothly and that you get the best possible outcome.

Find out more at https://beyond-ma.com/.

Or you can reach out to me, Hutton Henry, on my LinkedIn account: https://www.linkedin.com/in/hutton-henry/

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Technology due diligence is one of the most important steps in any M&A process, but it can also be one of the most difficult. In this video, we'll walk you through our foolproof method for conducting technology due diligence and ensure you're fully prepared for your next big deal.

For more info head to https://beyond-ma.com/

Founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

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IT Due Diligence isn’t about the tech; it’s about YOU.

The investor is investing in you, not just the P&L. They need to understand your vision, what makes you tick, how you make decisions and most importantly – how you manage challenges.

Hence a major consideration is the management team assessment. We won’t be asking you specific questions about your leadership or management style. We will get a sense of both from our conversations about your technology.

For instance, a discussion on how you (or your CTO) decide what goes into the tech stack – and how you manage tech debt will provide a good insight. Note I can give this away as it’s not the type of thing people can fix or lie about – when we marry up what you say with the data we collect, we’ll be able to see a through-line.

But we cannot assess an FTSE 250 team similarly to an early start-up. So, depending on your journey, we will assess your team under different criteria.

Founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

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Scaling a business is one of the biggest challenges that companies face – and it can be difficult to overcome these barriers to business growth without the right tools and resources.

And when there’s an investment round, an additional barrier, due diligence, becomes apparent because now the entrepreneur and their team need to articulate their plans to win investment.

Not all plans are created equal, and unfortunately, it’s not until you’re under investor scrutiny that you find yourself in the challenging no-mans-land of being stuck between your entrepreneurial vision and the investor’s need to understand the risks in detail.

This post highlights 10 barriers to business growth we spot during technology due diligence for you to consider and address in your own time – hopefully, long before a due diligence exercise.

Founders, if you want to assess your firm for exit readiness - try our free scorecard! https://toolkit.lensapp.ai/

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