Control the narrative before they arrive.
Senior-led vendor due diligence for companies preparing to sell, raise investment, or move to a new private equity sponsor. We help you tell one coherent story, with strengths in the foreground and risks put in their proper context, so your team is ready well before a buyer starts asking questions.
The case for getting ahead
When you sell or raise, buyers and investors will examine your technology and product closely. Vendor due diligence gives you an honest, senior-led view of that story first. We showcase what is genuinely strong, surface risks early so they can be fixed or put into context, and help you present a coherent case as part of the exit.
We assess a business in the context of its size, its stage of growth, and an investor's lens. An investor might be looking to scale the business, use it as a platform for further acquisitions, expand into new markets, or complement something else in their portfolio. The story has to make sense against that ambition, not a generic checklist.
You go into the process knowing what a buyer will find, rather than hearing it for the first time in their questions.
You have already seen the areas a buyer will probe, so their diligence confirms your story instead of unpicking it.
Handing several interested parties one vendor report is quicker and smoother than three to five buyers each running their own process.
We know what buyers are trying to uncover with their questions, and we can tell the story on your behalf when they come along.
Our services
Our primary focus: getting you ready for a transaction, and standing behind the technology story when it matters.
Due Diligence
Sell-side technology and product diligence for shareholders preparing to exit or raise. We showcase your strengths, put risks in context, and become your first line of defence when buyers arrive.
Learn moreDue Diligence
Buy-side diligence for companies and investors acquiring a technology business or asset. We uncover what other providers miss and flag what needs fixing early, so you can price the deal and deliver on your plans.
Learn moreCoaching
Preparation for a technology diligence process, well ahead of a deal. We help you close gaps early with a senior partner in the room, so nothing about the process comes as a surprise.
Learn moreAssessments
An independent read on security posture and maturity, whether for a transaction or simply to understand where your real exposure sits and what to do about it.
Learn more& Healthchecks
A periodic, investor-lens review of your platform, delivery, cost and risk when there is no live deal, so you always know where you stand and what to prioritise.
Learn moreRelated work we take on before, during and after a deal.
Support
Practical support separating a business or asset from its parent, from transitional service planning to standalone infrastructure, data and cost.
Learn moreLeadership
Senior interim leadership for portfolio companies and post-deal situations that need a steady hand on technology and delivery while you recruit.
Learn moreConcept with AI
Hands-on help building MVPs and proofs of concept, including sensible, defensible use of AI and language models where they genuinely earn their place.
Learn moreStandard scope
A typical technology and vendor due diligence covers the areas below, and we tailor the emphasis to each deal. We do not only assess technology businesses such as SaaS. We also work with technology-enabled businesses, looking at the platforms they rely on, how those platforms fit together, and the security risks that come with them.
Scope is customisable for each deal, and it keeps moving with the technology landscape and what investors want to understand. Recent additions include how effectively teams use AI to accelerate their own development, and whether integration with language models is appropriate and well executed, judged on product capability, defensibility, cost management, vendor risk, and security and privacy.
The process
Most sell-side processes fragment under pressure.
We build one coherent story.
Every engagement is led by a senior practitioner. Findings are calibrated to
what investors care about in a changing technology, security and AI landscape,
not a generic template.
We agree what the process must prove, which workstreams matter, and how findings will be used across the data room, management sessions and adviser read-across.
Structured access across architecture, engineering practice, security posture, product roadmap, delivery organisation, and the key commercial technology dependencies.
We set out strengths, put risks in context for your stage of growth, and align findings with your plans, so the report is honest without handing a buyer an unmediated stick.
We align the information request list, coach the team on likely questions, and join expert sessions so management and advisers answer buyers with one consistent, evidence-backed narrative.
A level playing field
Vendor due diligence has usually been reserved for businesses already backed by private equity, or large companies exiting to a PE buyer. We think that is the wrong dividing line. A reduced valuation matters just as much to a founder or a retiring owner, so we support businesses from start-ups onwards.
Preparing for a first exit or a fundraise, often without a corporate team behind you. We help you understand what buyers will find and get the evidence in order before the process starts.
Raising in competitive rounds where scrutiny is intense. Vendor diligence positions your strengths and puts risks in context before the first management session.
Sponsor transitions, add-on integrations and exit preparation. We give management a defensible technology view aligned to the equity narrative and the timetable.
A sale that reflects a lifetime of work. We make sure the technology story supports the valuation rather than quietly eroding it.
Not only SaaS. We assess the platforms a business runs on, how they fit together, and the security risks that come with them.
Corporate finance partners who need a technology and product chapter that matches the deal story. We collaborate on framing, timing and read-across.
Where we have worked
For buyers, our technical due diligence finds what other providers miss and shows what needs fixing early, so you can reduce risk and deliver on your plans for the investment.
The difference
In context.
Perfection does not exist in technology businesses, and investors know it. What matters is how risks sit against your stage of growth, your plans and the deal narrative. We help you tell a positive, credible story that showcases strengths and is clear about what is genuinely material.
No engagement is run by a junior analyst. Every assessment is led by a practitioner with 15 or more years of relevant technology experience.
We do not sell software, recruit talent or provide implementation services. Our only product is an honest, independent assessment grounded in evidence.
Focused on what investors care about in a changing technology, security and AI landscape, not engineering perfection for its own sake.
We work alongside bankers, W&I insurers, and legal, commercial and financial diligence, so assumptions and remediation themes line up across the deal team.
Let's talk
about your process.
Most engagements begin with a 30-minute conversation. Tell us about your exit, fundraise or sponsor transition, and we will tell you whether we can help.
hello@washingtonbaltic.com