Template guide
Overview
Use this template to standardize technical diligence for startup investments, acquisitions, or strategic partnerships. It captures architecture reality, operational maturity, and growth constraints in one structured flow.
Who should use this template
- VC and PE diligence teams
- Startup CTOs
- Technical advisors
What this template covers
Company and architecture context
- Product description
- Stage and team structure
- System and data architecture
Operational maturity and risk
- CI/CD and deployment frequency
- Monitoring and backups
- Debt, scaling, security, compliance
Growth readiness
- Hiring plan
- Scaling roadmap
- Infrastructure investment priorities
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Series A SaaS, 14 engineers, monolith + Postgres, weekly deploys, no restore drills, SOC2 in progress…
Diligence technical brief
- Architecture maturity: moderate; monolith manageable at current scale
- Key risk: backup/restore process unproven
- Readiness: requires platform and security investments pre-scale
FAQ
- Is this only for investors?
- No. Founders can use it for internal readiness reviews before diligence starts.
- What does AI summary output focus on?
- It highlights technical risk profile, architecture maturity, scaling readiness, and investor-facing advisory notes.