TDD process overview

At BackupCTO, we specialize in conducting comprehensive technical due diligence reviews for both investors and companies directly. Our audits are initiated for a variety of reasons: as part of an investment process, to assess scalability and maintainability during rapid growth, to support valuation efforts, or to provide strategic advice on digital strategies—often starting with an audit. We focus on the scalability and maintainability of online software solutions, including SaaS platforms. Our approach is collaborative and tailored to each unique engagement, ensuring that all stakeholders gain valuable insights from the process. While the scope of each audit may differ based on specific needs, our average process follows the steps outlined below.

1. Initial request
   The process starts when we receive a request from a client seeking a technical due diligence assessment or internal review.
2. Proposal submission
   We prepare a detailed proposal outlining the scope, objectives, and deliverables of the audit. This proposal is tailored to address the specific needs of the engagement.
3. Agreement and kick-off call
   Upon acceptance of the proposal and signing of the agreement, we schedule a kick-off or introduction call. This call serves to:

   • Introduce the key team members involved.
   • Discuss the objectives and scope of the project in detail.
   • Establish communication protocols and timelines.
4. Request for Information (RFI)
   After the kick-off call, we share a Request for Information (RFI) document with the company. The RFI aims to:

   • Gather preliminary information about the organization's technology stack, processes, and systems.
   • Help us prepare for in-depth interviews.
   • Provide an agenda and set expectations for the upcoming discussions.
5. In-depth interviews
   We schedule in-depth interview sessions with the technical team (depending on availability and access to individuals). This session is designed to:

   • Delve deep into the company's technology platforms and methodologies.
   • Encourage reflection and open dialogue about their business and technical strategies.
   • Collaborate on identifying strengths and areas for improvement.
6. Follow-up and clarifications
   After the interviews, we may seek further information or clarifications. We address these through individual emails, allowing for:

   • Easy and organized responses from the company.
   • Efficient tracking and resolution of outstanding topics.
7. Report preparation
   Based on the information gathered, we compile our findings into a report. Depending on the scope and depth agreed upon, this may involve:

   • A detailed report summarizing our findings and recommendations(depending on scope).
   • An executive summary or verbal briefing, if preferred.
8. Debriefing session
   We conduct a debrief call to:

   • Present our findings to the relevant stakeholders.
   • Discuss insights and recommendations.
   • Answer any questions and provide additional context as needed.
   • Address any misunderstandings or provide further explanations during this session.
9. Project completion
   Following the debrief, the project is considered complete. However, upon request, we may:

   • Offer additional follow-up support.
   • Assist with implementation planning or further consultations.

• Adapt to the unique requirements of each engagement.
• Foster a collaborative environment focused on adding value.
• Maintain open communication throughout the process.

We aim not only to identify issues but also to provide valuable insights and collaborate on enhancing technology platforms. Our goal is to support all clients in making informed decisions that drive success.