For investors
Can they actually ship it?
A plan is a schedule of releases. Most technical diligence reads the architecture and the team, and stops before the question the plan actually rests on: how long it takes this company to get one change from merged to live, and what happens when it goes wrong.
What we do for a fund
Three ways in.
Delivery due diligence
Before you wire. We measure the path from commit to production on the company’s own history — cycle time, where work waits, how often a release fails and how long recovery takes — and tell you whether the roadmap dates are achievable at the current cadence or only with a hire the plan does not budget for.
Best when: a term sheet is out and the plan is a release schedule.
Portfolio baseline
The same audit, run to the same format across the companies you choose. Because the method does not change, the results compare: you can see which company is slow because it is early and which is slow because nobody owns the release.
Best when: you are guessing which company needs help and which is fine.
Intervention
One company, releases stalled, board meeting in six weeks. We go in, fix the top of the list, and hand it back to their engineers — which is the same engagement we run for a direct client, bought by you instead of by them.
Best when: a company is missing dates and cannot say why.
How we behave with your portfolio
The awkward parts, stated first.
The founder reads it too
Every finding we give you, we give them, in the same words. A report a company never sees is a report its team will fight instead of fix, and you lose the six weeks either way.
We will tell you not to buy
If the honest answer is that the delivery problem is the CTO, or the architecture, or a deadline nobody has renegotiated, that is what the report says. You are paying for an outside read, and a flattering one is worth nothing to you.
One portfolio, one NDA each
What we find inside one company does not travel to another, and it does not travel to you as gossip about a third. The comparison you get is the metric, not the anecdote.
Send us one company.
Pick the one you are least sure about. We will tell you what we would measure first and what it would cost — before you commit to anything.