Case Study – Private equity software firm purchase

A prestigious private equity client was looking to take an ownership stake in a Swiss fintech software firm and wanted to get an understanding of whether it was a sound investment.

Methodology

Agile Mind was brought in to conduct technical due diligence of the software firm. This included:

  • Reviewing their system architecture and software design
  • Security and how they prevent cyber threats
  • Infrastructure and deployment
  • Usability of their GUI
  • Maintainability of their server-side code and technology and documentation
  • Customer support coverage and incident management
  • Assessing the skills of the team, key person risks and discussing how the management ran the firm

Outcomes

After an on-site visit to the software firm in Switzerland, the client received a detailed report and briefing on the findings. The result was that this expert report enabled them to make an informed decision to invest in the technology company.

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