In today's competitive investment landscape, comprehensive tech due diligence is critical for private equity success, especially in SaaS roll-up acquisitions. This case study highlights how Intium's expert technology due diligence enabled a private equity firm to confidently assess the risks and opportunities in acquiring a SaaS-based labor management platform as part of their roll-up strategy, driving long-term value creation through informed tech integration.
In This Case Study You'll Find:
Tech Due Diligence Project Outline
Intium's thorough technical assessment provided our client with the insights needed to validate their investment thesis and drive long-term value creation in this SaaS acquisition. Key tech due diligence deliverables included:
Addressing technical key-person dependency risks and IT talent retention strategies
Identifying critical cloud infrastructure improvements for SaaS scalability
Developing a roadmap for DevOps implementation, data-driven product management, and UI/UX enhancements
Through our detailed technology due diligence, the client was well-equipped to integrate the target SaaS company into their portfolio, ensuring a seamless cloud transition and positioning the platform for accelerated growth and operational success in the competitive SaaS market.
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Client and SaaS Platform Overview
Our client, a US-based private equity firm, specializes in high-growth investments in the software and fintech sectors. As a key component of their roll-up strategy, they planned to integrate a SaaS-based labor management system (LMS) into one of their portfolio companies. This cloud platform offered real-time labor tracking and cost accounting through integrations with warehouse management systems (WMS) and enterprise resource planning (ERP) tools, making it an ideal candidate for the client’s roll-up strategy to expand their platform's technological capabilities.
The Tech Due Diligence Objective
Our client sought a thorough assessment of the target's technology stack, IT infrastructure, organizational structure, and potential for long-term scalability. Intium's technology due diligence was commissioned to identify any technical risks, value creation opportunities, and ensure the seamless integration of the target's SaaS offerings into the platform's existing cloud infrastructure.
Key Tech Due Diligence Findings and Recommendations
Following our in-depth technical analysis, Intium delivered a comprehensive tech due diligence report that empowered our client to make informed investment decisions. Key findings included:
SaaS Scalability & Infrastructure: We assessed the target's ability to scale its SaaS platform to accommodate new customers with minimal additional investment. Recommendations included cloud infrastructure upgrades, such as migrating to managed data services, to improve system reliability and cost efficiency.
Technical Key-Person Dependency: The analysis revealed potential risks around key technical personnel. Intium advised on IT talent retention strategies to mitigate this risk and ensure continuity post-acquisition.
DevOps & Quality Improvements: Intium provided specific and actionable recommendations prioritizing DevOps practices, process automation, and quality improvements to increase operational efficiency and SaaS customer satisfaction.
Data-Driven Product Management: By integrating data-driven product management practices, Intium outlined a roadmap to optimize resource allocation and improve decision-making across the SaaS organization.
UI/UX & Cloud Availability Roadmap: A detailed plan for improving the SaaS platform's user interface and cloud infrastructure availability was proposed to drive long-term user engagement and customer retention.