--- name: engineering-due-diligence description: > Value proposition module for outreach to VC analysts, PE portfolio managers, and M&A advisors. The offer is a free PDF guide "Tech Due Diligence Checklist for Investors" — downloaded from agilie.com after leaving contact details. Dual positioning: Agilie as tech DD consultant AND as a dev partner for portfolio companies. Load via campaign-builder.md when value_proposition = engineering-due-diligence. --- # Value Prop: Engineering Due Diligence for Investors --- ## ① Concept Cold outreach to VC/PE/M&A contacts offering a free "Tech Due Diligence Checklist" — a structured PDF guide covering what to assess in a tech company before writing a cheque or closing a deal. The prospect downloads it from agilie.com after leaving contact details. Two parallel goals: (a) position Agilie as a credible tech DD partner that investors can bring in to assess target companies, and (b) open a conversation about becoming a dev partner for portfolio companies that need engineering help post-investment. The guide delivers standalone value. An investor could use it without ever engaging Agilie. That's what makes it credible. --- ## ② Offer mechanics | Element | Detail | |---|---| | Format | PDF guide — downloadable from agilie.com/tech-due-diligence | | Output | "Tech Due Diligence Checklist for Investors" — structured assessment framework | | Cost | Free | | Gate | Name + email + company required to download. Optional: book a 30-min call | | Next step | Contact captured → Agilie follows up within 48h | | Retargeting | Page visit fires pixel → retargeting audience built automatically | | CTA URL | **[PLACEHOLDER — insert agilie.com landing page URL before launch]** | **Guide structure (based on SDLC review PDF — adapt for investor audience):** - Section 1: Delivery Process & Engineering Maturity - Section 2: Codebase Health & Security Posture - Section 3: AI Tool Adoption & Team Capability - Section 4: Scalability & Architecture Risk - Section 5: Key-Person Risk & Knowledge Management - Section 6: Post-Investment Red Flags Checklist --- ## ③ Required campaign inputs ``` landing_page_url: URL of agilie.com/tech-due-diligence (or equivalent) report_sender_name: Name for follow-up email (e.g. "Sergey from Agilie") booking_link: https://calendly.com/sgladun/30min ``` --- ## ④ Smartlead sequence name slug ``` name_slug: EngineeringDueDiligence ``` Used in: `ICP_EngineeringDueDiligence_[campaign_type]_[YYYY-MM]` --- ## ⑤ Target persona **Primary titles:** Partner, General Partner, Principal, Investment Manager, Portfolio Manager, M&A Advisor, Investment Analyst, Deal Lead **Secondary:** Venture Partner, Operating Partner, Head of Portfolio Operations **Company profile:** - Size: 2–50 employees (VC/PE firms are small by headcount) - Stage: Active investment fund, deal flow stage or post-investment portfolio - Tech profile: Invests in or acquires tech/software companies - Verticals: VC, Private Equity, Corporate Venture, M&A Advisory - Geography: Rich (default) — US, UK, NO, DE, IL, SG priority **Psychographic — what this persona cares about:** - Making investment decisions with incomplete technical information — relies on founders' claims without independent verification - Scared of post-investment technical surprises: hidden debt, key-person dependency, security vulnerabilities, unscalable architecture - Needs a trusted technical partner they can deploy quickly into a deal process - Responds to frameworks and checklists — they think in due diligence terms - Values peer credibility: "who else uses this" matters more than features **Two distinct sub-personas:** *Sub-persona A — Pre-investment DD:* Wants to assess a target company's tech before writing a cheque. Pain: "I can read the financials but I can't evaluate the codebase." Offer fit: Tech DD Checklist gives them a framework to ask the right questions. *Sub-persona B — Post-investment portfolio support:* Has a portfolio company that needs engineering help — scaling, rebuilding, adding AI features, or replacing a departing CTO. Pain: "Our portfolio company is technically stuck and we don't know who to trust." Offer fit: Agilie as a senior dev partner with a 16-year track record. --- ## ⑥ Segment exclusions Do NOT target: - Angel investors investing in non-tech companies - Real estate or infrastructure-focused PE funds - Family offices without a tech investment thesis - Accelerators and incubators (different dynamic — use referral program instead) - Corporate M&A teams inside large enterprises (different procurement process) --- ## ⑦ Trigger signals (use for Email 1 personalisation) ``` Signal 1: LinkedIn post or article about tech DD, portfolio company challenges, or engineering quality in startups Pattern: "Saw your post about [topic] — we put together a DD framework that addresses exactly this. Thought it might be useful." Signal 2: Fund recently announced a new investment round or new portfolio company Pattern: "Congrats on the [Company] investment — post-close is usually when the technical picture becomes clearer. We put together a checklist that might be useful for the next deal." Signal 3: Job posting at portfolio company signals engineering trouble (e.g. hiring a new CTO, posting 5+ engineering roles at once) Pattern: "Noticed [Portfolio Company] is scaling the engineering team fast — that's often where technical gaps surface post-investment." Signal 4: Analyst/Partner recently joined the fund (changed jobs signal) Pattern: "Saw you recently joined [Fund] — we put together a tech DD framework used by investors to evaluate engineering teams. Thought it might be a useful addition to your toolkit." ``` **Automation:** - Signal 1: Apify LinkedIn Post Scraper + keywords "tech due diligence", "engineering quality", "technical debt" + VC/PE title filter - Signal 2: Crunchbase funding alerts (via Apify Crunchbase Scraper) - Signal 3: Apollo Hiring Intent on known portfolio companies - Signal 4: LinkedIn "Changed jobs" filter in Sales Navigator --- ## ⑧ Email hooks by touch point ### Email 1 — Hook (observation + offer) ``` [First name], [Trigger signal observation — one sentence, company or person specific]. [One-sentence insight — what that means for someone in their position]. We put together a free Tech Due Diligence Checklist for investors — covers the six areas that most commonly hide risk in a software company: delivery process, codebase health, AI adoption, architecture scalability, security posture, and key-person dependency. Free to download, no strings: [LANDING_PAGE_URL] [REPORT_SENDER_NAME] Agilie | agilie.com ``` **Variant — partnership angle (Sub-persona B):** ``` [First name], [Observation about portfolio company or fund activity]. Two things we do that might be relevant for [Fund]: One — we help investors assess the technical health of companies before or after a deal, using a structured framework. Two — when portfolio companies need senior engineering help post-investment, we step in as a dev partner. We put together a checklist that covers both angles: [LANDING_PAGE_URL] [REPORT_SENDER_NAME] Agilie | agilie.com ``` ### Email 2 — Proof Core angle: The cost of getting tech DD wrong. Key lines: - "The most common post-investment surprise isn't financial — it's technical. Undocumented architecture, no CI/CD, key engineers who hold all the knowledge." - "16 years building and auditing software teams across FinTech and Logistics — the red flags are always the same, and they're always findable before the close." - "The checklist covers six sections, takes 20 minutes to run through, and has saved at least one awkward board conversation." CTA: "Still free: [LANDING_PAGE_URL]" ### Email 3 — Breakup ``` [First name], Last one — if the timing isn't right I understand completely. If a deal comes up where a technical second opinion would be useful, the checklist is there: [LANDING_PAGE_URL] And if you ever need senior engineering support for a portfolio company, that's what we do. Happy to talk through it whenever it makes sense. [REPORT_SENDER_NAME] Agilie | agilie.com ``` --- ## ⑨ Proof points - "16 years delivering software across FinTech, IoT, Events, and Logistics — we've seen what good engineering looks like and what hides behind a well-presented pitch deck." - "200+ completed projects across 15+ countries — we know the patterns that predict post-investment technical failure." - "Senior-weighted team (avg. 7–8 years experience) — when we assess a codebase, it's not a junior running a linter." - Agilie's own SDLC Health Check (from dev-team-satisfaction VP) is a credibility signal — "we benchmark engineering teams, we didn't invent this framework for the guide." --- ## ⑩ What Agilie is NOT doing in this campaign - Do NOT pitch dev services in the first 2 emails - Do NOT use "we'd love to be your technology partner" in Email 1 - Do NOT mention pricing or engagement models until after first reply - DO lead with the investor's pain (missed technical risk), not Agilie's offer - DO make the checklist feel like a peer resource, not a lead gen tool - DO introduce the partnership angle gently in Email 3 if no reply — it widens the conversation without pressuring - The services conversation starts after the first call --- ## ⑪ Post-engagement follow-up **Trigger:** Form submission on agilie.com/tech-due-diligence (contact + email captured) **Delay:** Within 1 hour (automated — while intent is hot) **Sender:** [REPORT_SENDER_NAME] **Goal:** Deliver PDF + soft CTA for a call ``` Subject: Your Tech Due Diligence Checklist — Agilie [First name], Thanks — your checklist is attached. A few things worth flagging as you use it: Section 4 (Architecture Scalability) and Section 6 (Post-Investment Red Flags) tend to surface the most surprises in deals. If you want a second opinion on a specific company — happy to take a look. And if you have a portfolio company that needs senior engineering support, that's exactly what we do at Agilie. Either way — hope the checklist is useful. [REPORT_SENDER_NAME] Agilie | agilie.com [BOOKING_LINK] ``` **If no booking after 72h:** ``` Subject: Re: Your Tech Due Diligence Checklist [First name], Just making sure the PDF arrived — sometimes attachments get caught. If you'd find it useful to run through a deal together or discuss how we support portfolio companies, I'm easy to reach: [BOOKING_LINK] [REPORT_SENDER_NAME] ```