Sell-Side Technology Report
An independently prepared technology assessment for inclusion in a vendor due diligence pack or information memorandum. Structured, evidenced, and written for a sophisticated investor audience.
What It Is
The Proof Edge Sell-Side Technology Report is a structured, evidence-based assessment of a company's technology platform, prepared independently for use in a sale process.
It gives potential buyers a credible, well-documented view of the technology estate - covering architecture, security posture, AI readiness, engineering practices, data maturity, and team capability. Findings are risk-rated and commercially framed. The report is written for investment committees, not internal IT teams.
Typical Deliverables
- Executive summary with overall technology assessment
- Risk-rated findings across all six dimensions
- Technical debt quantification and investment requirements
- AI maturity and readiness assessment
- Team and capability review
- Near-term opportunity identification
- Benchmark comparisons against comparable businesses
Who Commissions It
Typically commissioned by a PE fund preparing a portfolio company for exit, or by a management team running an owner-led or secondary transaction.
PE Fund - Exit Preparation
Commission an independent technology report ahead of a sale process to give buyers confidence in the asset and reduce friction during buyer DD.
Management Buy-Out
Provide incoming investors with an independently prepared view of the technology estate, supporting valuation and reducing negotiation risk.
Secondary Transaction
Prepare a well-documented technology narrative for secondary buyers, covering current state, risk profile, and near-term investment requirements.
What It Covers
Six dimensions, each assessed in depth by practitioners with hands-on experience building and running technology businesses.
Platform Architecture
Overall system design, infrastructure choices, scalability characteristics, and technical dependencies. Architectural risks, single points of failure, and the cost to scale or migrate.
Security Practices
Security posture across application security, access controls, data protection, third-party risk, and incident response capability. Vulnerabilities that could affect valuation or represent regulatory exposure.
Software Development & SDLC
The full software development lifecycle: team structure, deployment practices, code quality controls, testing coverage, and release cadence. Delivery capability and the ability to change safely and quickly.
AI Readiness & Governance
AI adoption across the product and engineering organisation - model selection, infrastructure, data readiness, governance frameworks, and risk controls. Whether AI initiatives are well-founded value drivers or sources of technical or regulatory exposure.
Data Maturity
Data architecture, governance frameworks, analytics capability, and data quality practices. A significant differentiator - or a significant risk - in most technology businesses.
R&D & Product Effectiveness
How effectively the engineering and product organisation translates resource into output. Roadmap clarity, prioritisation frameworks, delivery cadence, and whether stated capacity matches realistic throughput.
The Health Check Advantage
Where Proof Edge has previously conducted a Technology Health Check on the same business, the cost and timeline of the Sell-Side Report are reduced. Findings are already documented, risks are understood, and remediation progress can be validated and reflected in the report.
Engaging 6–12 months ahead of a process is the optimal path. Where a process is already live or imminent, we can deliver a standalone Sell-Side Report within two to three weeks of kick-off.
Preparing for a Process?
Tell us where you are in the deal cycle. We'll explain what the engagement looks like and whether a prior Health Check makes sense given your timeline.
Talk to Proof Edge