Illustrative sample. Synthetic target, figures, and evidence citations. No real company or MNPI. This excerpt demonstrates the shape and rigor of the delivered outcome; it is not a customer result.

Technology due diligence decision pack

Northwind Cloud Platform, Inc.

Synthetic B2B SaaS target | Evidence cutoff: illustrative | Prepared for Investment Committee

RecommendationCONDITIONAL-GOThree conditions must clear before close

Recommendation - conclusion first

The evidence supports acquisition subject to three conditions. The mandate clamps a GO because critical security and resilience gates remain open; the recommendation cannot be waved through by narrative.

1Complete SOC 2 Type II or contract a dated completion commitment and purchase-price protection.

2Remediate two past-SLA critical/high penetration-test findings before close.

3Execute a disaster-recovery test that evidences the contractual 99.9% SLA.

Red-flag matrix

Deal implications before technical detail

3 RED | 2 AMBER

SeverityFindingEvidenceDeal treatment

REDDR is undocumented and untested against 99.9% SLA

ARCH-DIAG-01
OPS-INC-LOG

Close condition

REDSOC 2 Type II incomplete; enterprise renewals exposed

SEC-CERT-STATUS
CRM-RENEWALS

Adjustment / escrow

REDTwo critical/high pentest findings remain past SLASEC-PEN-02Close condition

AMBERBilling core has a bus factor of two; IP evidence missing

ENG-ORG
ENG-IP

100-day plan

Quantitative second opinion

Management numbers rebuilt from evidence

Management claim99.9%availability→Evidence rebuild99.72%approximately 3x implied downtime

Management claim~40%test coverage→Evidence rebuild~28%core services from CI artifacts

Management claim$0.019infra cost / active user→Evidence rebuild$0.024cloud bill plus active users

Deal mechanics

Risks translated into action

Price adjustment-$340k

Certain remediation required to clear the three red conditions.

Milestone escrow$0.5M

Released against DR evidence, SOC 2 commitment, and pentest remediation.

18-month envelope~$1.8M

Prioritized remediation and integration program with sensitivity.

Challenge record

What the independent passes changed

Mandate audit

SOC 2 and DR gates clamped the recommendation to Conditional-Go.

Recommendation changed

Evidence refutation

The pentest finding survived; an unsupported “no open criticals” assertion was downgraded.

Claim corrected

Quantitative re-derivation

Uptime, test coverage, and infrastructure cost all diverged from the evidence rebuild.

3 divergences exposed

Completeness critique

DR test, privacy transfer, and IP-assignment evidence remained explicit limitations.

Gaps stayed visible

Now make it falsifiable

Run DD Memo on one of your closed deals.

Agree the evidence cutoff and answer key up front. We freeze our findings, compare them with the prior work, and show catches, misses, unsupported claims, and decision usefulness.

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