Selected engagements with PE firms, CEOs, and boards — shared with discretion and client confidentiality in mind.
A VC-backed, cloud-native public safety software company had grown from startup to Next Gen 911 sector leader, but its evolution was incomplete. The lead investor asked the CEO to commission an independent assessment. Techquity found genuine assets — strong team, differentiated product, significant customer base — but the company had drifted into professional services mode: ~60% of engineering was fulfilling contractual obligations rather than advancing the roadmap. A secondary product line had been rushed from prototype to production and was uneconomical to operate despite real market demand. Techquity's recommendations were implemented, a follow-on engagement redesigned the next-generation platform architecture, and within approximately one year the company was acquired by a major public safety technology provider.
A growth equity firm leading a $40M Series C in the dominant digital challenger bank in Latin America engaged Techquity for technical due diligence. Complexity was compounded by a concurrent acquisition of a fintech lending startup — requiring two simultaneous assessments and an integration analysis. Techquity interviewed a dozen engineers and leaders, reviewed codebases, infrastructure, and product processes. The engineering culture was a genuine standout — Amazon-style operating mechanisms rarely seen at this stage. However, Techquity surfaced meaningful concerns: roadmap lacked dependency sequencing; deployment windows caused customer outages; the CPO had recently departed; and the acquisition added integration complexity the roadmap hadn't accounted for. Techquity delivered a nuanced, stage-appropriate picture that gave the investor clear pre-investment conditions to act on.
A national, technology-enabled mental health platform was preparing for a major fundraise when its lead investor grew concerned about tech leadership, team structure, and spend. The investor suggested a Techquity assessment to the CEO, who commissioned it — focused deliberately on leadership, organization, and process, not the technology itself. Techquity found the CTO was not advocating effectively for engineering priorities in senior leadership. The VP of Product operated in a project-based rather than product-led mode. In interviews across the product and engineering organization, multiple people acknowledged having no understanding of the company's strategic direction. The company closed a $130M Series C led by a top-tier venture firm and subsequently replaced both the CTO and CPO.
A venture-backed AR and geospatial AI company had built a proprietary 3D mapping platform spanning 170,000+ locations — but had never systematically applied it to enterprise markets. A Techquity partner with deep geospatial roots led the enterprise strategy exploration, then stepped in as acting CPO to run the product function and navigate a major structural split between the games business and the geospatial platform. Techquity also supported the search for a permanent CPO. The strategic clarity produced — combined with rapid AI advances — crystallized a consequential decision: separate the two businesses entirely.
A US-based startup had built an AI-powered platform enabling creators to monetize content through personalized product recommendations, with revenue models spanning creators, consumers, and brand partners. A growth equity firm engaged Techquity for comprehensive technical and organizational due diligence. A distinctive challenge: the CEO was US-based but the entire engineering team operated out of China — creating language and evaluation barriers most diligence firms could not navigate. Techquity assembled a team that included a dual-national Chinese-American former engineering leader from a major US technology company, enabling genuine access to the engineering organization. The assessment found a modern, AWS-native architecture with a well-isolated AI system — a technically correct design. However, Techquity flagged the absence of mandatory unit tests, over-reliance on manual QA, and a hybrid agile/waterfall process introducing delivery unpredictability. The cross-border team structure, while functional, carried execution risk the investor needed to factor into post-investment planning.
A large, globally operating engineering and construction firm had reached an inflection point. Its CEO had set a clear mandate: become a digital innovator. The existing IT organization — technically capable but built entirely around maintaining systems rather than building products — was not positioned to deliver. Techquity's assessment found that ~81% of IT personnel were external contractors, 97% of the IT budget was consumed by keeping existing systems running, and projects labeled "digital innovation" were largely legacy replacements. Techquity's role grew substantially: redesigning and hiring a new Chief Digital and Technology Officer (a hybrid CIO/CTO reporting to the CEO), serving in an interim co-pilot capacity during the transition, leading the CISO search and providing interim CISO coverage, conducting a deep-dive spend and vendor management analysis, and designing a world-class Digital Product Operating Model. The relationship has continued for more than two years and remains active.
A B2B vertical SaaS platform serving the collision repair and ADAS calibration industry became one of Techquity's clearest examples of a compounding advisory relationship. Techquity conducted the Series A technical due diligence for the lead investor ahead of close, identifying a credible team with strong product-market fit and a clear set of infrastructure investments needed post-close. Following the investment, a Techquity partner maintained an ongoing advisory relationship with the CEO and CTO — supporting architectural decisions, team building, and product strategy as the company scaled. Two years later, Techquity was retained by the company itself to conduct a pre-transaction technical assessment. This gave the company an investor-grade view of its own readiness across architecture, data, security, operations, and team execution before an investor or acquirer's diligence team would see it. Techquity identified gaps, prioritized remediation, and strengthened the documentation supporting a credible technical narrative.
An open-source vector database company had built one of the most technically capable engines for filtered semantic search and retrieval-augmented generation workloads, offering a managed cloud service alongside a hybrid deployment model that allowed enterprises to keep data planes within their own cloud environments. A growth equity firm engaged Techquity to validate the platform's technical leadership and commercial defensibility. The core architecture was exceptional: a Rust-based engine with metadata filtering integrated directly into the vector index — enabling performance on filtered search workloads that competitors struggled to match. The hybrid cloud model was well-positioned for regulated enterprise buyers and supported favorable gross margin potential. Techquity's findings on commercial defensibility were nuanced: the moat was execution quality rather than lock-in, requiring the company to continue outpacing open-source alternatives on capability and reliability. Sales engineering cost per customer was identified as a potential unit-economics constraint for less technically sophisticated buyers.
A scaled accessibility technology company providing communication services for a large underserved community had undergone a PE ownership change and faced a critical strategic moment: its future depended on successfully building an AI-based automation capability that would fundamentally change how its services were delivered. Techquity's assessment found a culture of distrust developed across multiple leadership changes, engineering leaders tolerating underperformance without accountability, and a pattern of learned helplessness across senior leaders who understood the problems but had stopped believing they could fix them. The AI initiative — the company's most important technical bet — was structurally misorganized, without the focused single-threaded ownership it required. Techquity's engagement expanded into multiple workstreams: a deep dive into the AI initiative's science, technology, and organizational design; a CEO copilot role; recruiting engagements to place a dedicated AI leader and a product leader; and a vendor and spending analysis.
A startup had built the leading 3D scanning application for mobile devices, enabling users to create high-fidelity 3D models from photos, LiDAR scans, and 360 captures — exportable in over a dozen file formats. A growth equity firm evaluating the company's Series A engaged Techquity for a technical, organizational, and process assessment. The findings were unusually positive for a company at this stage. The architecture earned a 'green' rating: a service-oriented design with strong separation of concerns, a sophisticated cross-platform rendering strategy using a single C++ editor compiled to WebAssembly, and a React Native unification approach giving the team one codebase across web and mobile. Technology choices reflected genuine senior-level depth in a highly specialized domain. The critical risk Techquity identified was economic rather than architectural: the highest-quality model pipeline required heavy GPU compute that would scale linearly in cost with job volume — a material unit-economics constraint at scale. A heavy dependency on a single backend-as-a-service provider was also flagged as platform lock-in risk.
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