Framework
We follow a proven process, shaped by 750+ global deals across every sector.
Our proven framework delivers fast turnaround and actionable insights, surfacing the opportunities and risks that matter most to investment decisions and value creation. Rigorous analysis that helps you make conviction calls with confidence. No CS degree required.
Our Process
Our methodology yields actionable insights, reinforcing our role as a trusted, long-term partner. As the industry evolves, so do we.
Discovery
- Alignment on investment theses and first PoV
- VDR analysis and gap list
- Discovery Workshop and IC Memo (within hours)
Immersion
- Deep-Dive Workshops, incl. Tech, Cyber, Operations, AI, Team, Processes, and more
- Interactive code walkthroughs, code scans, and hyperscaler cost analysis
- Client debrief and updated bankable draft report (within hours)
Evaluation
- Updated and final bankable Underwriting Report
- Client read-out, stakeholder Q&A (e.g. W&I), release letters
- Sharing of Value Creation Roadmap and company readout
Actionable AI & Tech DD insights, bankable across the full capital structure.
Most projects take 2-4 weeks from inception to delivery. Some less.
Our Framework
AI is reshaping every stack, every roadmap, every team. We assess AI, technology, product, and engineering to separate the leaders from the laggards. AI: real capability or just a wrapper? Product: what to build, and what to cut. Technology: facts, not opinions. Engineering: team dynamics and operational reality.
Product
- Product demo
- Platform Audit
- KPI & Metrics
- UX & UI
- Product Vision & Roadmap
- Ecosystem & Integrations
- Operational Excellence
- Operating Leverage
Artificial Intelligence
- AI Strategy & Vision
- AI Maturity & Future Readiness
- Data Strategy & Data Flywheel
- Model Architecture & Selection
- MLOps & AI Infrastructure
- AI Governance & Risk Management
- Build vs. Buy vs. Partner
- AI/ML Team Assessment
- Regulatory Exposure (EU AI Act, GDPR)
- AI Red Teaming & Bias Audit
- AI IP & Model Ownership
Technology
- Architecture
- Infrastructure & Scalability
- Technology Stack
- Open Source
- Code Audit
- Automation & Monitoring
- Security & Cyber Resilience
- Intellectual Property
- Legacy & Technical Debt
Engineering
- Organization & Team
- Hiring Roadmap
- Key Contributors & Knowledge Silos
- SDLC & Quality Management
- Certifications & Regulations
Optional Add-Ons
- Competitive Benchmarking
- Open Source Compliance Scan
- Code Scan
- IT Due Diligence
- Contributor Analysis
- Cyber Maturity Deep-Dive
- Hyperscaler Cost Optimization Analysis
- Security Penetration Testing
- Subject Matter Expert Network
Plus situation-specific topics and data requests that reflect our client's investment theses.
Code & Co. excelled with a very fast turnaround, delivering actionable and constructive insights. Its ability to handle deep tech topics and translate findings into tangible investor insights sets Code & Co. apart. The workshops were not only informative but also engaging, making the process highly effective and enjoyable for all stakeholders involved. Code & Co.’s findings will continue to be very useful throughout our holding period. We can warmly recommend the team.
David Klein
One Peak, Co-Founder & Managing Partner
Get In Touch
Get in touch to learn more about our track record, experience, and due diligence services.