A technology health check is a structured, point-in-time assessment of a company’s technology platform. It covers architecture, security, engineering practices, data capability, and AI readiness, producing a risk-rated report written for investors, boards, and management teams.
The goal is a clear, honest picture of where the platform stands: what is working, what is at risk, and what needs to change.
What does a technology health check cover?
A Proof Edge Technology Health Check covers four domains:
1. Product, Strategy & AI Product vision and roadmap clarity, planning and prioritisation processes, AI differentiation, and usability. Are you building the right things, in the right way?
2. Software & Data Architecture Platform extensibility, scalability, data architecture, and software quality. Can the platform support the next phase of growth?
3. Technology Team & Process Organisational design, SDLC maturity, engineering toolset, and delivery capability. Does the team have the capacity and capability to execute the plan?
4. Cybersecurity Policies, certifications, security tooling, system hardening, and incident response. What are the security exposures, and what will it cost to address them?
What is the output?
The output is a confidential report containing:
- An executive summary with an overall assessment
- Risk-rated findings across all domains
- Prioritised recommendations
- Technical debt assessment and investment requirements
- Team and capability review
- Benchmark comparisons
The report is written for executives: clear language, risk-rated findings, and actionable next steps, not a technical audit for internal IT teams.
Who commissions a technology health check?
Technology health checks are commissioned by:
- PE funds to assess the technology risk of a portfolio company ahead of a growth phase, strategic decision, or potential exit
- Portfolio company boards seeking an independent view of where the platform stands
- Management teams that want an honest assessment before a major investment decision
A health check commissioned 6–12 months before a sale process is the optimal path. It identifies gaps early, creates time to address them, and produces findings that can be updated and reflected in a Sell-Side Technology Report when the process starts.
How is a health check different from transaction due diligence?
A health check is typically commissioned outside of a live transaction: it is a proactive, management-commissioned review, not a transaction-driven one.
Transaction due diligence (whether buy-side or sell-side) is conducted under deal pressure, with a specific transaction in view. A health check is used to understand the current state, plan improvements, and, where a transaction is on the horizon, prepare before the process starts.
Both use the same assessment framework. The timing and purpose differ.
How long does a technology health check take?
A Proof Edge Technology Health Check takes 1 week from kick-off to final report. The timeline is confirmed at scoping and is designed to minimise disruption to the management team.
How much does a technology health check cost?
Proof Edge charges a fixed fee, quoted up front at scoping: no day rates, no open-ended retainers. Contact us to discuss scope and pricing for your specific situation.