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Health Check

Technology Health Check

A structured, confidential assessment of a portfolio company's technology platform. Designed to give PE funds, boards, and management teams an accurate, actionable picture of technical maturity and risk.

What Is a Health Check?

A Proof Edge Technology Health Check is a point-in-time analysis of a company's technology landscape. It provides a comprehensive view across platform architecture, security, engineering practices, data capability, and product management.

The engagement is typically commissioned by a PE fund or portfolio company board to identify improvement opportunities and track technology risk over a defined horizon (typically 6–12 months), or ahead of a potential transaction.

The output is a clear, confidential report: written for executives, not just engineers. Findings are rated by risk, prioritized by impact, and accompanied by actionable recommendations.

Typical Deliverables

  • Executive summary
  • Risk-rated findings
  • Prioritized recommendations
  • Technical debt assessment
  • Team & capability review
  • Roadmap assessment
  • Benchmark comparisons

What We Assess

Every engagement covers four domains. Within each, we assess the specific areas most material to transaction risk and value.

01

Product, Strategy & AI

  • Product Vision & Roadmap
  • Planning Process
  • AI Differentiation
  • Deployment
  • Usability
02

Software & Data Architecture

  • Extensibility
  • Scalability
  • Data Architecture
  • Model Lifecycle Management
  • Reliability & Software Quality
03

Technology Team & Process

  • Organisational Design
  • SDLC Maturity
  • Core R&D Toolset
  • AI Efficiency
  • Cost Efficiency
04

Cybersecurity

  • Policies, Standards & Compliance
  • Certifications & Audits
  • Security Tooling
  • System Hardening
  • Response & Recovery

Scope is confirmed ahead of every engagement. Not all areas are applicable to every business — we tailor the depth of coverage to the asset and the deal context.

How It Works

01

Scoping

We agree the scope, timeline, and key focus areas with your team. Typically 1–2 weeks end-to-end.

02

Discovery

Document review, system walkthroughs, and structured interviews with technical and product leaders.

03

Analysis

Independent analysis of findings, risk rating, and assessed against industry-recognized frameworks.

04

Reporting

Delivery of a confidential report with executive summary, findings, and prioritized recommendations.

See how the full engagement model fits together →

Commission a Health Check

Get in touch to discuss your situation. We'll explain what's involved and how we can tailor the scope to your needs.

Contact Proof Edge