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Case Study 04 · Vertical B2B SaaS Platform

Series A Technical Due Diligence in 3 Weeks

A term sheet contingent on technical due diligence, with no internal technical leadership to respond to it.

3 weeks

From audit start to diligence sign-off

$8M

Series A closed on schedule

Illustrative growth trajectory

The Situation

Where things stood before we started

A vertical B2B SaaS platform with two non-technical co-founders had product-market fit and a term sheet in hand, but the lead investor's technical due diligence request landed with no one internally able to answer it credibly. The codebase had grown for two years under three different contractors with no architecture documentation, no security posture review, and no clear owner for infrastructure decisions.

The Approach

The SaasBliss solution

An embedded Fractional CTO engagement to produce architecture documentation, a security posture review, and a prioritized technical debt assessment before the investor's deadline.

  1. 1

    Ran a full architecture and infrastructure audit against the investor's technical due diligence checklist

  2. 2

    Produced a security and compliance posture review, flagging SOC 2 gaps with a remediation timeline

  3. 3

    Sat directly in diligence calls as the technical counterpart, translating engineering risk into business terms

The Results

What changed

3 weeks

From audit start to diligence sign-off

$8M

Series A closed on schedule

Key takeaway

Technical debt itself rarely kills a deal — the absence of anyone who can explain it with authority does. Investors were less concerned by what the audit found than by the fact that, for the first time, someone could speak to every item on it with a remediation plan attached.

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