Skip to content
Colabra
Book a demo
All playbooks

SaaS diligence

Look behind the recurring revenue

Organize the ownership, customer, and security evidence behind a software investment.

Book a demo

What supports the value of the business?

A software review connects the product to the rights, commercial terms, and operating evidence behind it. Keep missing records and unresolved questions visible as the investment case develops.

Inside the work product

Explore a
diligence review

Browse a sample software investment review, the findings behind it, and the requests that move the review forward.

ColabraProject Northbridge

Investment team · Working review

Software investment review

Executive view

Reconcile the translated revenue, confirm customer consent requirements, and complete the contributor IP record before concluding the review.

Matters for attention

01
Currency reconciliation

The stated rate implies $1,296,000, leaving a $24,000 difference to explain.

Revenue schedule · European subsidiary
02
Customer consent

Confirm whether the proposed transaction triggers consent before relying on the contract at close.

Acme customer agreement · §12.3
03
Missing IP assignment

The supporting records do not yet establish the transfer of this contributor’s work.

Engineering contractor file · document index

Evidence reviewed

  • Revenue schedules
  • Customer agreements
  • Engineering assignment records
Prepared for investment review01
Follow the complete workflow

A review with a clear purpose

  1. Trace the ownership record

    Bring together employee and contractor assignments, IP schedules, and software disclosures. Track the records still needed for the ownership review.

  2. Examine the customer terms

    Review termination rights, liability provisions, and change-of-control clauses alongside the relevant customer agreements and amendments.

  3. Follow the security evidence

    Organize audit reports, disclosed findings, and remediation records. Keep requests for missing or updated evidence attached to the review.