Built for Lower Middle Market PE

We specialize in diligence for $5M-$50m EBITDA businesses where execution risk directly impacts returns

Why Traditional TDD Falls Short

Most TTDs identify risks, but rarely translates them into execution clarity. 

  • Findings sit in a PDF and never get executed
  • Risk-focused, not value-focused
  • No connection to post-close staffing or delivery / technical roadmaps. Findings don't make it to operating team
  • Surprises surface after close — not before
Technical risk doesn’t end at close. Neither should diligence.
Find it -> Fix it -> Scale it

The MatchPoint Way

Why MatchPoint is Different

MatchPoint provides consulting throughout the lifecycle of the portfolio company, providing actionable insights and execution support.
  • Led by former CTOs, founders, and operators
  • Built for PE timelines and IC decisioning
  • Designed to carry findings straight into execution
  • Backed by a team that can actually fix what we find

Most diligence identifies problems

We identify what matters, what it costs, how fast it can be fixed, and we execute. 

MatchPoint TDD Offerings

MatchPoint helps private equity firms identify real technical risk, quantify execution cost, and build the teams required to deliver the investment thesis

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Red Flag Scan

10–12 day rapid risk validation for smarter deals

  • Surfaces deal breakers early

  • Supports valuation and negotiation

  • Avoid underwriting growth the platform can't support

Outcome: Go / no-go clarity before serious time or capital is committed

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Tech Due Diligence

Operator-led diligence that protects downside and unlocks upside 

Comprehensive review across architecture, security, code, data, AI, team, and cost. (TechDebt?)

Quantified risk and upside
90-day post-close execution roadmap

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Technical Audit

Reset underperforming assets and get back to the exit path

Post-close diagnostic.
Identify scale blockers and inefficiencies.
Prepare for growth or exit.

What We Evaluate

We evaluate what really matters:

The technical constraints, risks, and leverage points that drive value post-close

Platform & Architecture

We evaluate whether the underlying architecture can scale cost-effectively with the growth, integrations, and reliability the investment thesis requires

Code & Technical Debt

We assess code quality, technical debt, and engineering velocity to determine how much hidden effort, time, and capital are required to execute the roadmap.

Security, Compliance & Risk

We identify security gaps, compliance exposure, and operational risks that could impact valuation, customer trust, or exit readiness.

 

Team & Operating Model

We analyze the engineering organization, leadership, and delivery model to identify execution risk, key-person dependencies, and hiring requirements.

AI & Modernization Readiness

We determine whether the data, tooling, and platform maturity can realistically support AI initiatives and modernization without disrupting core operations.

Assessment

Diligence

  • Investor-grade Tech Due Diligence
  • Red Flag Scans (Pre-LOI)
  • Technical roadmap & deployment strategy
  • Architecture, security, scalability, team, cost, tech debt

Execution

Post-Close Support

  • Fractional CTOs
  • Fast requisition-to-resume
  • Senior engineers & architects
  • DevOps, data, security specialists
  • Immediate post-close deployment
  • Close the gap between diligence and operations
Pre-LOI / Early Diligence

"Do we keep leaning in with time and capital?"

What we assess

  • High-level architecture & data flows
  • Engineering org shape & talent gaps
  • Platform scalability risks
  • Initial tech debt signals

What you get

  • Red flag summary (what could kill the deal)
  • Follow-up diligence roadmap
  • Go / slow / stop guidance
 

 

Confirmatory Diligence (Post-LOI)

“What are we really buying?”

What we assess

  • Codebase quality & maintainability
  • Infrastructure, security, and reliability
  • Data & AI readiness
  • Delivery velocity vs roadmap promises

What you get

  • Clear risk register with severity & cost-to-fix
  • Validation (or correction) of management’s narrative
  • Input into valuation, hold strategy, and IC memo
 
Value Creation Planning (Pre-Close)

“How do we win this investment?”

What we design

  • 90-day technical priorities
  • Human Capital (what to hire, when, why, and for how much)
  • Debt reduction vs feature investment tradeoffs
  • Platform scale strategy aligned to GTM

What you get

  • Executable technical roadmap
  • Hiring & leadership recommendations
  • Realistic timing and cost expectations
 

 

 
Post-Close Execution

“Make the plan real.”

What we support

  • Interim or permanent leadership placement
  • Engineering team build-out
  • Delivery oversight & milestone tracking
  • Vendor / platform decision support

What you get

  • Faster execution with less management drag
  • Fewer surprise re-platforms
  • Confidence the thesis is actually being implemented
 

 

Growth, Scale, & Exit Readiness

“Can this stand up to the next buyer?”

What we pressure-test

  • Scalability under growth scenarios
  • AI adoption feasibility (real, not buzzwords)
  • Security, compliance, and reporting posture
  • Leadership depth & succession risk

What you get

  • Exit-ready technical narrative
  • Reduced buyer diligence friction
  • Fewer surprises during QoE + TDD round two
 
 
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Better diligence → better execution → better outcomes

Built for Investment Outcomes

♦  Avoid hidden CapEx and post-close surprises
♦  Uncover technical debt
♦  Identify efficiency and value creation opportunities
♦  Accelerate roadmap execution post-acquisition
♦  Reduce ramp time with on-demand talent
 
 

Why PE Firms Choose MatchPoint

Faster, cleaner deal cycles — eliminate surprises and support smarter valuation
True linkage from assessmentexecution — findings don’t sit on a shelf; we staff the team to fix them
EBITDA protection — avoid technical liabilities, reduce system inefficiency, and prevent ramp-time waste
Operator-caliber expertise — fractional CTOs + ex-founders + senior operators, not career consultants
Lower cost of ownership — no retainers, flexible staffing, pay only for what you use
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Red Flag Scan

Rapid risk validation for smarter deals

  • Surfaces deal breakers early
  • Supports valuation and negotiation
  • Avoid underwriting growth the platform can't support

Outcome: Go / no-go clarity before serious time or capital is committed