Begin with the questions
Ask what decision the diligence supports, what the reviewer needs to examine, and when the report is required. Agree access and confidentiality before sharing repositories or sensitive operational information.
Describe the system as it runs
Provide a current architecture overview, key data flows, third-party services, and deployment process. A concise, accurate diagram is more useful than an elaborate document that no longer matches production.
Make delivery evidence easy to find
Gather the relevant test results, release records, known incidents, and examples of how changes are reviewed. Explain which practices are consistent and which are still being improved.
Name the known debt
List important limitations and the plan to address them. Explain their impact on the roadmap and any dependencies on particular people or vendors. Known issues are easier to assess when their boundaries are clear.
Prepare the right people
Make time for the engineers who understand the system and a business stakeholder who understands the decision. Record open questions and ownership so the reviewer can distinguish missing evidence from an unresolved risk.