Tech DD Lite
2-week data and technology assessment of a single portfolio company. Scored report plus costed remediation options. Target fee: £2k light / £3k full.
Scored criteria (12)
- Systems register completeness - inventory of applications holding material operational or financial data
- Source of truth clarity - whether board metrics have a single authoritative system
- Data quality for board KPIs - sampling of revenue, margin, cohort or equivalent metrics
- Metric definitions - documented definitions and EBITDA/adjustment lineage
- Integration / export reliability - APIs, warehouses, spreadsheet bridges
- Access control & MFA - named users, leavers process, shared admin risk
- Key-person dependency - who alone can run reporting or critical systems
- Vendor & licence posture - material SaaS, open-source copyleft exposure
- Security hygiene - backups, secrets handling, recent incidents
- Privacy / DPA readiness - processors, consent debt, Article 30 readiness
- Reporting latency - time from period close to usable board pack
- AI / analytics readiness - whether foundations would carry insight or automation work
Scoring rubric
Each criterion: 1 critical gap · 2 weak · 3 adequate · 4 strong · 5 investment-grade. Overall band = mean score.
- 1.0–2.4 Red - value creation or exit at material risk from data/tech
- 2.5–3.4 Amber - workable with focused remediation in 100-day plan
- 3.5–5.0 Green - foundation supports hold-period analytics and cleaner exit DD
PE benchmark note: mid-market portcos commonly land Amber on metrics 3–5 and Red on 6–7 until post-deal hygiene.
Discovery question bank (portco management)
Finance / ops
- Which system is authoritative for revenue recognition this month?
- How are board KPIs produced today (owner, tools, manual steps)?
- Where do EBITDA adjustments live, and can a third party reproduce them?
Technology
- List systems that would stop trading or reporting if unavailable for 48 hours
- Who has production admin access, and how are leavers handled?
- What is backed up, tested, and recoverable in under 24 hours?
Data & privacy
- Do you maintain a current systems register and processor list?
- Where does customer personal data sit, and which vendors process it?
- Have you had a security or privacy incident in the last 24 months?
People
- If your reporting lead left tomorrow, what breaks in the first week?
- Which processes exist only in one person's head or personal spreadsheet?
Costed proposal append (Light / Full)
Append to the scored report. Indicative packaging, not a formal quote.
- Light (£2k) - scored criteria, interview notes, top risks, 100-day sketch, no deep systems sampling
- Full (£3k) - Light plus evidence sampling on board KPIs, access review, privacy/DPA spot-check, costed remediation options with effort bands
- Next engagement - typical follow-on is data plumbing / board pack / Quantsole path (£50k avg class work), scoped from the Lite findings
Sales brief (one page)
Opener: Your portfolio companies are producing board reports that are weeks stale by the time an operating partner reads them.
Offer: A fixed-fee 2-week Tech DD Lite on one portco: 12 scored criteria, management discovery, Red/Amber/Green band, and costed remediation options.
Buyer: PE Operating Partner or portco CFO. Fee: £2k light / £3k full.
Not this: the public self-score on guides. That orients. This is the paid engagement that produces a board-ready scored report.
Public entry: Tech DD Readiness Score · question bank · PE page
Next step: book diagnostic · hello@rodan.io