Service

Technical Health Checks

An independent review of engineering capability, architecture, and operational maturity for founders, CEOs, CTOs, and boards.

An outside view when you need one most

A technical health check is a structured, independent assessment of a software company's engineering organization, technology platform, and operating practices. It is designed for situations where a transaction is not imminent but where leadership, investors, or a board wants an honest outside perspective.

Health checks are not audits. They are practical reviews conducted with appropriate access to the team and the codebase, focused on identifying what is working well, what carries risk, and what should change.

The output is a set of findings and recommendations that are actionable by a leadership team, not a list of abstract concerns.

Common situations

  • Preparing for a fundraising round
  • Preparing for an acquisition process
  • Onboarding a new CTO or engineering leader
  • Board-requested independent review
  • Recurring annual engineering assessment
  • Post-merger integration baseline
  • Engineering team performance concerns
Purpose

Questions a technical health check answers

Are we building on a solid foundation?

Is the platform architecture appropriate for where the company is going, or are structural issues accumulating that will slow down growth?

How capable is the engineering organization?

Does the team have the skills, structure, and leadership to execute the product roadmap and respond to scale?

What is the true state of our technical debt?

What has accumulated, where is it concentrated, and what will it cost to address relative to the benefit?

Are our development practices sound?

Are we releasing reliably, testing adequately, and operating in a way that supports a growing business?

Where are the hidden risks?

What security exposure, key person dependencies, or operational fragility would concern an investor or acquirer?

What should we prioritize?

Given what we found, what are the most important technical investments, and in what order should they be addressed?

Coverage

What is reviewed

Health checks are scoped to the specific needs of the engagement. A typical assessment covers:

  • Product and platform architecture
  • Engineering team structure and capability
  • Software delivery and release practices
  • Code quality and test coverage
  • Cloud infrastructure and operational practices
  • Security posture and controls
  • Scalability and performance approach
  • Technical debt distribution and severity
  • Data architecture and AI readiness, where applicable
Outputs

Typical outputs

Health check deliverables are calibrated to audience. Boards and investors receive executive-level summaries. Engineering teams receive actionable findings with recommended next steps.

  • Executive summary of findings and overall assessment
  • Prioritized list of technical risks and issues
  • Strengths and areas performing well
  • Specific recommendations by area
  • Suggested short and medium-term roadmap priorities
  • Verbal debrief with leadership team or board
How it differs

Technical health check vs. technical due diligence

Technical due diligence is conducted on behalf of an external party, typically an investor or acquirer, to inform a transaction decision. It is structured for confidentiality, deal timing, and investment committee reporting.

A technical health check is conducted on behalf of the company itself, typically for internal leadership or a board. It is designed to inform operational decisions, investment priorities, and preparation for future events, not a specific transaction.

Both are rigorous, independent assessments. The audience, purpose, and output framing differ. Willowbark is experienced in both contexts.

Ready for an independent technical review?

Reach out to discuss your company's situation, goals, and the right scope for a technical health check.

Discuss a technical health check