Advisory

Independent technical advice for capital, leadership and board decisions.

Mochavi provides an independent view when the technical case is consequential or the evidence is incomplete. The work starts with the decision and the evidence needed to support it.

Scope and method

The form of advice follows the decision.

A mandate may combine expert discussion, structured interviews, document and architecture review, research, written opinion, management questions and participation in a board or investment-committee discussion.

The decision, available evidence, confidentiality requirements, stakeholders and required level of assurance determine the scope.

01

Investor Technology Advisory

Independent technical perspective for investment teams evaluating technology businesses, markets, products and leadership. Mochavi helps test the assumptions that matter to an investment case and identify where further evidence is needed.

Work may include focused expert discussion, technical research, review of investment material, preparation for management meetings, written opinion and support to an investment committee.

Questions may include

  • Is the technical proposition credible?
  • Which technical assumptions are essential to the investment case?
  • Can the organisation execute the proposed plan?
Discuss this question
02

Technology Leadership Assessment

Assessment of CTOs, Technical Directors, VPs of Engineering and other senior technology leaders against the company’s actual strategy, stage and technical context. The work may concern candidates, incumbents, succession questions or post-acquisition leadership.

Each assessment begins with the role, the company situation and the decisions the leader will need to make. The purpose is to improve a consequential leadership decision, not to produce a generic personality profile.

Questions may include

  • Can the person translate company strategy into sound technical priorities?
  • Can they build and lead the organisation required for the next stage?
  • What is their likely failure mode in this particular role?
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03

Board Technology Advice

Independent advice on significant technology proposals and changes in direction. The purpose is to separate evidence from assertion, clarify the available choices and give the board a defensible basis for its decision.

A mandate may involve review of board and management material, discussion with relevant leaders, independent technical analysis, written opinion or participation in a board or committee discussion.

Questions may include

  • What decision is the board actually being asked to make?
  • Which assumptions are supported, and which remain assertions?
  • What evidence or conditions should be required before approval?
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04

Technology Due Diligence

Independent technology due diligence for acquirers and investment teams assessing software, leadership, engineering capability and execution risk. Mochavi may address a defined question, contribute to a wider diligence team or challenge an existing report.

Mochavi can take a defined technical workstream, contribute to a wider diligence team or challenge selected assumptions and gaps in an existing report.

Questions may include

  • Does the available evidence support management’s technical narrative?
  • Which risks are material to the transaction?
  • What investment or leadership attention is likely to be required after close?
Discuss this question

Professional boundary

Technical and organisational opinion.

Mochavi does not provide investment recommendations, valuations, legal advice, accounting advice, regulatory advice or transaction recommendations. Scope, responsibility and the level of assurance are agreed for each mandate.

Bring the decision, not a prepared answer.

A high-level description of the investment question, leadership decision, board matter or transaction is enough for an initial conversation.

Discuss an advisory mandate