Technical Due Diligence — a buyer's-eye view, not a checklist.

20+ engagements across healthcare and adjacent sectors — platform IP valuation, compliance program assessment, leadership evaluation, and vendor review. A former CIO/CTO's read on whether the technology can support what the business needs to do next.

01 What makes this different

The most valuable diligence isn't a compliance checklist — it's a strategic read of whether the technology can support what the business needs to do next. That requires judgment built over time, not a framework.

Each engagement begins with a templatized foundation, then is tailored to the target, the client's priorities, and the transaction context — capital-efficient for the buyer, low-disruption for the target.

Having purchased healthcare technology and led organizations through diligence from the other side, I bring an immediate buyer's-eye view to every review.

When this is right for you

You're evaluating a healthcare technology asset — pre-LOI, between LOI and close, or as 100-day diligence — and you want a read that goes beyond the audit firm's checklist. Typical span: 2–6 weeks.

02 Evaluation scope

• 01 Platform IP & valuation
• 02 SDLC maturity
• 03 Technical debt
• 04 Compliance posture
• 05 Leadership assessment
• 06 Vendor & partner review
• 07 Architecture & scalability
• 08 Operations review

He has a fact-based, even-keel style that lets him work through difficult issues with people who have very different points of view.

Rob Bohenkamp · CIO Corporate, UnitedHealth Group

03 Deliverables

Executive Summary
Findings, key considerations, and prioritized recommendations.

Site Findings
Technology, IT budget, organizational SWOT, leadership assessment.

Competitive Analysis
High-level read from public information.

Addenda
Target documentation; detailed meeting notes.