Technical Due Diligence for Angels & VCs

Protect your investments with expert technical oversight and portfolio monitoring

Technical risks can destroy great investments. Get independent, expert assessment of technical capabilities, scalability, and risks before and after you invest.

When Evaluating New Investment

Make informed investment decisions with thorough technical assessment

Tech Risk Snapshot

Your Problem

I like the business, but I'm unsure about the product risk.

How We Solve It

Quick first review to spot obvious red flags early—before paying for a full review.

What You Get

  • 1-page risk snapshot
  • Key questions to ask the founders
  • Go / no-go recommendation (with reasons)

Full Tech Due Diligence

Your Problem

I'm investing, and I need a full, clear product review.

How We Solve It

Structured review with founders (and stakeholders if needed) to uncover risks, validate the plan, and avoid blind spots.

What You Get

  • Due diligence report (plain language)
  • Risk register (severity + likelihood)
  • Mitigation plan (next actions)

What We Assess in Due Diligence

Technical architecture and scalability
Code quality and technical debt
Team capabilities and structure
Infrastructure costs and optimization
Security and compliance risks
Vendor dependencies and lock-in
Development processes and velocity
Growth readiness and bottlenecks

For Your Existing Portfolio

Ongoing technical oversight to maximize portfolio value and minimize risk

Portfolio Early-Warning

Your Problem

I don't have a simple way to spot trouble early across my portfolio.

How We Solve It

Lightweight monthly signals + quarterly deep checks so you can act before issues become crises.

What You Get

  • Monthly portfolio summary
  • Quarterly deep-dive notes per startup
  • Early warning indicators list

Red Flag & Fix Plan

Your Problem

One startup feels risky, but I can't pinpoint what's wrong.

How We Solve It

Identify the biggest threats to delivery and growth, then build a practical action plan the founders can execute.

What You Get

  • Red flag register (top risks)
  • Action plan (owners + dates)
  • 30/60-day follow-up checkpoints

Scale Readiness Assessment

Your Problem

This startup might grow fast—will it break when it scales?

How We Solve It

Assess readiness to grow (team + product), then define what must be fixed first, with timeline and cost range.

What You Get

  • Scale readiness assessment
  • Fix-first roadmap (priorities + timeline)
  • High-level cost range estimate

Portfolio Monitoring Approach

1

Monthly Summaries

Quick health checks across all portfolio companies

2

Quarterly Deep Dives

Detailed technical reviews and risk assessment

3

Action Plans

Clear recommendations with timelines and costs

Lisa TR - Fractional CTO

Why Work With Me?

Independent technical oversight that protects your investments and maximizes portfolio value

Independent

Unbiased technical assessment with no conflicts of interest. Get honest evaluations you can trust.

Experienced

10+ years building and scaling tech products across multiple startups and growth stages.

Business-Focused

Technical analysis tied directly to business outcomes, ROI, and investment protection.

Let's Connect

Book a call directly or reach out to explore how fractional CTO services can help your startup or investment portfolio.