The Ultimate Private Equity Checklist:

Software Due Diligence & Development

To maximize the value of their software portfolio companies, private equity firms must prioritize investment in the core software product. The increasing competitiveness of the software market and the advancements driven by generative AI have raised the bar for software development products. The software’s capabilities, longevity, and architecture will determine its potential
roadmaps and growth opportunities—thus serving as the foundation for all other value-generating
activities, such as sales and marketing.

This checklist will help operating managers through the Due Diligence & Software Development stages ensuring they hit
critical metrics and milestones that ultimately lead to more successful exits.