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Technical Due Diligence Checklist for M&A and Investment Deals

·8 min read

A technical due diligence checklist for M&A and investment deals, organized by category. Not every item applies to every deal — a pre-seed acqui-hire and a growth-stage platform acquisition need different depth — but this is the full set worth scoping in or explicitly scoping out before an engagement starts.

Security exposure

  • Known-vulnerable dependencies with available fixes, and whether any are internet-facing.
  • Hardcoded secrets or API keys committed to the repository, including in old commit history.
  • Authentication and authorization patterns — session handling, access control on multi-tenant data, admin-panel exposure.
  • Whether the same class of vulnerability recurs across many endpoints, which signals a process gap rather than an isolated bug.

Dependency and license risk

  • Direct and transitive dependencies under copyleft licenses (GPL, AGPL) inside a proprietary codebase.
  • Abandoned or unmaintained dependencies with no recent releases or security patches.
  • Version pinning and lockfile discipline — whether builds are reproducible or drift silently.
  • Any vendored or copy-pasted third-party code without a clear license.

Technical debt and code health

  • Test-coverage estimate on the paths that touch money, auth, and data integrity specifically — not just an aggregate percentage.
  • Dead code: files nothing imports and that aren't entry points.
  • Duplicate or copy-pasted logic implementing the same business rule in more than one place.
  • Whether a CI pipeline actually runs tests and blocks merges on failure, or exists but isn't enforced.

Architecture consistency

  • Whether the current architecture can plausibly support the growth plan in the deal thesis, or needs a rewrite to get there.
  • Circular dependencies and unclear service boundaries in a monolith or microservice split.
  • Database schema design — normalization, indexing, and whether migrations are reversible.
  • Single points of failure: one database, one region, one undocumented cron job everything depends on.

Talent concentration (bus-factor) risk

  • Commit and code-ownership distribution across the team, not just headcount.
  • Whether the person with the most institutional knowledge is contractually committed to stay post-close.
  • Documentation quality for the systems the most concentrated owner maintains.
  • Recent or pending departures on the core engineering team.

Operational readiness

  • Monitoring, alerting, and incident-response practices — is anyone paged when something breaks.
  • Backup and disaster-recovery testing, not just backup existence.
  • Infrastructure-as-code coverage versus manually configured, undocumented production infrastructure.
  • Cost structure of the current infrastructure relative to the growth plan's projected scale.

What a remediation estimate should include

  • Engineer-days to remediate each material finding, not just a severity label.
  • A dollar range built from that estimate, usable directly in a valuation adjustment.
  • A distinction between findings that block closing and findings that are normal post-close cleanup.

See how Audit Bench Ai runs this checklist as an automated engagement →

Read which of these findings actually kill deals →