“Our client is selling a software company.”
The deal team needs clear technical questions investigated before negotiation or disclosure advances.
COMMERCIAL & ADVISORY PARTNERSHIPS
Your clients need answers.
You don't need to build the analysis platform.
For M&A advisers, fractional CTOs, technology consultants and specialist intermediaries: add confidential software intelligence to your client service through a privately agreed partnership.
WHEN ADVISERS CONTACT US
Common client requests without an in-house technical team.
“We advise buyers, but cannot examine the code.”
You need confidential assessment work without hiring a permanent engineering due diligence team.
“We want to offer software assurance under our own brand.”
You need privately agreed scope, reporting and commercial terms that fit the client relationship.
A PARTNER ENGAGEMENTILLUSTRATIVE ENGAGEMENT
A FAMILIAR SITUATION
Your client is preparing to sell a software company. You can advise on the deal, but who investigates the code?
WHAT THE CLIENT WOULD RECEIVE
Specialist technical findings for your advisory engagement
Polaris can scope a confidential repository assessment, provide evidence-led conclusions and agree appropriate partner-branded or direct delivery. The adviser retains the client relationship according to the agreed commercial terms.
WHY IT MATTERS
Your client receives a better-informed advisory service without your firm needing to create its own proprietary assessment capability.
WHY PARTNER WITH POLARIS
Add capability.
Not permanent overhead.
Your client needs an answer you may not routinely provide in-house.
Rather than hiring a full technical due diligence team for occasional cases, partners can commission privately scoped software intelligence as part of their existing engagements.
When a buyer needs independent findings but a seller is hesitant to release source code, Collaborative Technical Due Diligence can offer a buyer-commissioned route with agreed seller-first repairs and transparent disclosure of original findings and verification outcomes.
We focus on the investigation and evidence. Your role in originating, managing or presenting the engagement is agreed in advance. Client intellectual property and confidential findings are handled under defined terms.
PARTNER TYPES
Three straightforward commercial arrangements.
Referral commissions and white-label reseller margins are different arrangements. Rates and qualification are agreed privately rather than published as a general affiliate scheme.
Commission-based introductions
Introduce a qualified client to Polaris. Where a paid engagement results, earn commission under written referral terms.
White-label or partner-branded delivery
Commission assessment work for delivery through your own advisory relationship, with wholesale and presentation arrangements agreed privately.
Recurring strategic relationships
Discuss repeated engagements, negotiated scope and suitable commercial structures when your business has ongoing demand.
WHO THIS MAY SUIT
The people clients already
trust at decision time.
We welcome conversations with intermediaries whose clients face a genuine software-risk decision.
Potential partners include business-sale and corporate-finance advisers, part-time technology leaders (sometimes called fractional CTOs), technology consultants, selected cybersecurity advisers, software brokers, specialist professional firms and software escrow providers.
Cyber insurance and other regulated channels may also be appropriate subject to the institution's underwriting, compliance and commercial requirements. A Polaris assessment does not by itself determine insurance eligibility or substitute for regulated advice.
A PRIVATE PROFESSIONAL ARRANGEMENT
Your brand and the client's IP
remain important.
Partners do not need to learn the proprietary techniques behind our analytical platform.
We agree the authorised scope, permitted use of findings, confidentiality, representation of capability, handling of client material and commercial terms before accepting an engagement.
Polaris does not offer public report downloads, a client repository-upload portal or indiscriminate access to internal analytical tools. Source code is not routinely sent to third-party AI models; any exception requires a specific client request and documented approval.
PRACTICAL QUESTIONS
How could a partnership work?
Questions about introductions, confidentiality and transaction support.
Can we refer a client without managing the technical assessment ourselves?
Potentially. We can agree a direct engagement with the client and a qualifying introduction commission, with disclosure and other commercial terms documented in advance.
Could Polaris deliver through our advisory relationship?
Privately scoped white-label or partner-branded delivery may be discussed. The responsibilities, reporting format, permitted representations, fees and the client’s confidentiality requirements are agreed before work begins.
Can you help when a buyer and seller disagree about source-code access?
Our Collaborative Technical Due Diligence option may help where the buyer commissions the work and both parties agree source-code access, remediation timing and the buyer’s independent reporting rights.
Does white-label reporting let a client alter the technical conclusions?
No. Commercial presentation arrangements do not grant a partner or seller the right to suppress material findings or misrepresent what was independently verified.
What should an adviser send in the first enquiry?
A high-level description of the transaction or client need, its timing and the proposed engagement role. Do not send client repositories, credentials or sensitive documents before terms and transfer arrangements are agreed.
YOUR NEXT STEP
Have a client who needs software assurance?
Tell us the type of clients you advise and where independent technical intelligence could fit your offering. We can discuss a confidential referral or white-label arrangement.