CareerPlan

Director PEPI - Software Product and Tech Diligence (Open to All US locations)

Boston, MA, USFull-time2026-08-07 → 2026-11-09

Core

Lead software product and technology due diligence assessments for private equity clients across the deal lifecycle, from pre-acquisition diligence to post-acquisition value creation.

Role type

Director, Software Product and Tech Diligence

Builds

Client-ready due diligence reports, data request lists, and strategic insights for PE firms and portfolio companies.

Domain

Private Equity / Mergers & Acquisitions / Software Technology

Required skills

Software product and technology assessment, due diligence methodology, stakeholder management, team leadership, data analysis, project management, strategic planning, client interaction, risk assessment, financial acumen

Preferred skills

Experience with ERP implementations, knowledge of software development lifecycle, understanding of open source and intellectual property, experience in merger integration

Technologies

Enterprise Resource Planning (ERP) systems, Software Development Lifecycle (SDLC) tools, Data analytics platforms

Responsibilities

Define objectives and scope for software product and tech diligence engagements, lead teams in execution, conduct detailed analysis of target organizations, summarize key insights into client-ready deliverables, manage data request lists, coach and develop staff, ensure quality of deliverables, participate in client interactions and interviews.

Seniority

Director, leadership & strategy