Asset durability
Production-grade foundations versus functionality that still depends on prototype assumptions.
For investors · Evaluating
Technical due diligence should establish whether technical reality supports the investment thesis — not merely whether the demo works and the repository looks active.
Discuss a company you are evaluating →I inspect enough of the actual system to distinguish material business exposure from ordinary technical imperfection: architecture, critical code paths, data/state ownership, infrastructure, external dependencies, operating behaviour and engineering control.
The resulting assessment is prioritized around the decision: what is robust, what is uncertain, what is fragile, what could change the economics of the investment, and what requires further evidence.
The exact scope and form of the assessment follow the asset, the transaction and the questions that matter to the buyer.
Production-grade foundations versus functionality that still depends on prototype assumptions.
Infrastructure shape, operating leverage, vendor/API exposure and non-linear cost behaviour.
Which weaknesses are local, which are structural and which may materially constrain the post-transaction plan.
Key people, proprietary knowledge, external vendors, AI services and operational single points of control.