Technical Due Diligence & Portfolio Product Support
Better technical decisions. Stronger execution after investment
Independent technical and product evaluation, and delivery support, for portfolios.
Information only. Any partnership is subject to written agreements.
What is the Investor Portfolio Support?
The Investor Portfolio Support is for funds, accelerators, angel syndicates, family offices and investor-backed startups. Starting point: before or after investment. Format: modular assessments and workstreams. You leave with written findings, remediation plans and progress reports. Each stage ends with a decision you sign off, and scope and price are confirmed in writing after a short call.
Based in Bengaluru, working with companies across India and abroad.
When the product is the risk
- You need to know whether the technology can carry the plan
- A portfolio company is shipping slowly and you can't see why
- An AI claim needs a feasibility check before you rely on it
- Founders need delivery help, not another advisor
- A written, risk-ranked view of the technology
- Clarity on whether the product can carry the plan
- A remediation plan in order of priority
- Optional delivery help, with progress reporting
What happens, step by step
Each step produces something you can see and keep, and ends with a decision you sign off. Scope never drifts silently.
Agree the questions, the modules and the independence position.
Review architecture, product health, security and process, team and roadmap.
Written findings ranked by risk, with a remediation plan.
Optional product and engineering workstreams, with progress reporting.
What you walk away with
- Technical architecture review
- Product health assessment
- Security and process risk screen
- Team and roadmap review
- AI feasibility check
- Remediation plan
- Product and engineering workstreams
- Progress reporting
Not included unless scoped separatelyFinancial auditLegal due diligenceIndependent valuationRegulated investment adviceAny guarantee of investment performance
Pricing
Where Merge could also be engaged to build the product it reviews, we disclose that before the assessment starts and agree how independence is protected.
Investor Portfolio Support
Price on a short call
Modules and price are agreed in writing once the questions and scope are clear.
- Technical architecture review
- Product health assessment
- Security and process risk screen
- Team and roadmap review
- AI feasibility check
- For
- Funds, accelerators, angel syndicates, family offices and investor-backed startups
- Starting point
- Before or after investment
- Format
- Modular assessments and workstreams
- You leave with
- Written findings, remediation plans and progress reports
- Your organisation and role
- Company or portfolio in scope
- Questions you need answered
- Timing
Is this the right fit?
Right for you if
- You invest in or run software-led companies
- You want an engineering view, not a slide deck
- You value a written, risk-ranked finding
Not the right fit yet if
- You need a financial or legal audit
- You want a valuation opinion
- You need regulated investment advice
Questions partners ask
Is this technical due diligence?
It covers the technical and product side of diligence: architecture, product health, security and process, team and roadmap, and AI feasibility. It is not a financial audit, legal due diligence or a valuation.
Can you also fix what you find?
Yes, through optional workstreams. We disclose that possibility before any assessment and agree how independence is handled.
Start with a confidential conversation
Share the outline. We'll tell you plainly whether it fits.