Because "we think it's fine" doesn't survive due diligence.

Software Security

An acquisition has a funny way of turning things nobody has worried about for years into extremely important questions overnight.

The buyer wants to understand your infrastructure. Their security team wants to see your policies. Someone wants architecture diagrams. Someone else wants penetration-test results. Then they start asking about software dependencies, API security, vulnerability management, access controls, development practices, and exactly how closely the system everyone described in the management presentation resembles the one actually running in production.

This is where things get interesting.

Our Software Security Review is designed for companies preparing for an acquisition, investment, or other transaction where the technology and security posture of an existing platform are going to be examined closely.

We look at the environment the way a sophisticated buyer, technical diligence team, or security reviewer is likely to look at it — and we do it before they arrive.

The point is simple: find the uncomfortable stuff while you still have time to do something about it.

Due Diligence Has a Way of Finding Things

Most companies are not ignoring security. They have policies. They run vulnerability scans. They conduct penetration tests. They use security tools. Their developers care about secure software. Their infrastructure team generally knows what it is doing.

That does not mean everything is going to hold up cleanly under diligence.

Over time, documentation drifts. Systems evolve. New services get introduced. APIs multiply. Dependencies accumulate. Employees change roles. A policy written three years ago describes an environment that technically existed at the time.

Then a buyer starts asking questions.

And diligence teams are very good at pulling threads. A diagram leads to a question about network segmentation. That leads to administrative access. That leads to authentication. That leads to a policy. The policy says one thing. The engineer explaining the process says another. Now everyone is having a much more interesting Tuesday than they planned.

Our job is to pull those threads first.

This Is Not a PCI Review With Better Branding

PCI may be part of the conversation. It is not the scope of the conversation.

An acquisition-level security review goes well beyond cardholder data and PCI controls. We are looking at the security posture of the platform as a whole: how infrastructure is designed, how applications interact, how public APIs are exposed, how vulnerabilities are identified and addressed, how software dependencies are managed, how development teams incorporate security into the SDLC, and whether the company's policies accurately describe the environment everyone is about to defend.

We are trying to answer a much bigger question: if someone is considering buying this company, what are they going to discover when they start looking closely at the technology?

That may include PCI. It may also include a dependency with an ugly CVE, an open-source license nobody noticed, a penetration-test finding that was never fully closed, an infrastructure diagram that stopped being accurate two migrations ago, or a security policy requiring controls nobody can demonstrate.

Those are exactly the things you want to know before the buyer does.

Policies Are Evidence, Not Decoration

Security policies tend to look very impressive until someone asks whether the company actually follows them.

During diligence, policies become more than documents. They become representations of how the organization claims to operate. So we review them that way.

We look across the information-security policy set and compare what the documentation says to what we learn from the architecture, existing testing, technical artifacts, and conversations with the people running the environment.

Where the policy matches reality, great. Where it does not, we want to know.

The objective is not to make every policy longer. Nobody has ever completed an acquisition and wished the information-security policy had twelve more pages. The objective is to make sure the documentation is accurate, defensible, and consistent with the environment it describes.

Architecture Tells a Story

Infrastructure and application diagrams are some of the fastest ways for an experienced diligence team to understand an environment. They are also one of the fastest ways to discover that nobody has looked at the diagram in eighteen months.

We review the infrastructure and application architecture to understand how systems are organized, how services interact, where trust boundaries exist, how public-facing components are exposed, and where security assumptions are being made.

We also review publicly facing APIs because, increasingly, that is where a meaningful portion of the attack surface lives.

We are not simply asking whether the architecture is elegant. We are asking whether it is understandable, defensible, and likely to raise questions when an outside security team starts examining it.

If the architecture requires a 45-minute explanation beginning with "technically...", we probably want to have that conversation before diligence.

Your Dependencies Have a Past

Modern applications are built on enormous dependency trees. That is normal. It also means your application may contain software your team did not write, vulnerabilities your team did not create, and licensing obligations nobody remembers agreeing to.

We review application dependencies for both known vulnerabilities and licensing concerns.

The vulnerability side is obvious. If an important dependency has a known security issue, a buyer may want to understand the exposure, the remediation path, and why it is still present. Licensing can be just as important. A dependency with an incompatible or unexpected license can turn what looked like a minor technical detail into a legal or transaction diligence question remarkably quickly.

You do not need to panic because your application uses open-source software. You do need to know what you are using.

And Then We Talk to the People Who Actually Run It

Documentation is useful. People are usually more useful.

As part of the review, we conduct focused interviews with infrastructure and development stakeholders to understand how security works in practice. How does code move into production? How are security issues handled? Who can access what? How are changes reviewed? What happens when a vulnerability is identified? Where are the informal processes that everybody understands but nobody has documented?

These conversations help us compare the formal security program to the operating reality. That gap — between what the organization says happens and what actually happens — is often where diligence questions become uncomfortable.

Better for us to find it first.

Specialty Offerings

A deep review of what you already have — before someone else decides what it means.

The Standard Review is designed for companies preparing for acquisition or diligence that want an independent assessment of their existing security posture.

We review the policies, architecture, security testing, publicly exposed interfaces, dependencies, and development practices already in place and look at them through the lens of an external diligence team.

This is not about creating a theoretical list of everything that could possibly be improved. Every technology environment has things that could be improved. The important question is which issues are likely to matter in a transaction.

What's Included

  • ✓Review of all information security policies
  • ✓Review of penetration test results
  • ✓Review of application-layer diagrams
  • ✓Review of publicly facing APIs
  • ✓Review of existing vulnerability scan results

Application dependency review, including:

  • ✓Known vulnerabilities
  • ✓Licensing and usage issues

Key interviews (up to 5 hours total) focused on SDLC and security practices, including:

  • ✓Infrastructure stakeholders
  • ✓Development team members

The outcome is a realistic, grounded understanding of your current security posture — and how it's likely to be viewed during diligence, audits, or partner reviews

Who This Is Right For

This service is built for companies with an existing technology platform preparing for acquisition, investment, or another transaction where security and technical diligence will matter.

It is particularly valuable when the platform has been operating for years, has evolved significantly over time, or has gone through enough developers, infrastructure changes, integrations, and architectural decisions that nobody should confidently answer "Are there any surprises?" without checking first.

This is not an implementation engagement. We are not taking over your security operations, rebuilding the infrastructure, or becoming your development team.

We are helping you understand what a buyer is likely to see, what is likely to generate questions, what matters, and what deserves attention before diligence gets underway.

The Goal Is Not a Perfect Platform

Perfect platforms are rare. Buyers know that.

What sophisticated buyers care about is whether the environment is understood, whether material risks are being managed, whether documentation is credible, and whether management can answer difficult questions without discovering the answers in real time.

That is what we are trying to give you.

Because diligence is already stressful enough. There is no reason to add surprise security findings to the agenda.