Due Diligence - Product and Service Strategy
Due Diligence of Software Product Strategy
By
AnyDB
The Product and Service Strategy template is a structured due diligence tool that focuses on a company’s product development approach, roadmap investments, technical capabilities, and strategic priorities. It is commonly used in M&A transactions, investor evaluations, or internal product reviews to capture insights about innovation plans, gaps, and ROI of product initiatives.
Suitable for
Description
This template presents a series of key questions and documentation requests that provide a comprehensive view into a company’s product and service strategy. These include evaluations of past and future investments, product roadmaps, SWOT analysis, budget allocations, technical debt, and product performance metrics.
Each checklist item is accompanied by a priority level and a status indicator. Teams can attach files, track progress, and leave reviewer notes. Visual cues help reviewers quickly assess what’s missing and which items require urgent attention.
Key Data Stored
- Strategic Product Roadmap Details – Investments delivered vs. plan and forward-looking priorities
- SWOT Analysis – Assessment of product strengths, weaknesses, opportunities, and threats
- Budget Allocations – Resource allocation across themes such as technical upgrades, new features, and debt reduction
- Product Gaps – Identification of business-losing service or technical limitations
- Performance Metrics – Revenue, customer count, engineering/support cost breakdown by product
- Document Uploads – Supporting files for each checklist item
- Priority and Status Tags – Used to flag item importance and completion level
- Review Notes – Comments or follow-up context from legal, product, or strategy teams
- Completion Tracker – Auto-updated percentage reflecting checklist progress
Business Use Cases
- Product Due Diligence for Investors – Offers visibility into product innovation, investment efficiency, and long-term vision
- M&A Evaluations – Supports buyer assessments of product competitiveness and technical readiness
- Internal Strategic Reviews – Enables cross-functional reviews of how product strategy aligns with business objectives
- Budget and Roadmap Validation – Helps finance and leadership teams track whether investments align with ROI expectations
- Risk Identification – Highlights gaps in capabilities, architecture, or delivery that could affect growth or retention
Why This Template is Powerful
- Product-Centric Clarity – Focuses specifically on product health, delivery strategy, and innovation gaps
- Structured and Actionable – Breaks down abstract strategy into specific, verifiable checklist items
- Cross-Team Friendly – Legal, product, strategy, and finance teams can collaborate in one place
- Progress Transparency – Completion badges provide real-time feedback for stakeholders
- Scalable to Any Product Organization – Suitable for SaaS, hardware, service-based, or platform companies
This template transforms a complex strategic review into a clear, measurable, and collaborative process—essential for proving a company's product strategy is aligned with growth, market, and investment expectations.