Technical diligence and CTO advisory for investors and software company leaders.

Willowbark Consulting helps investors, founders, CEOs, and CTOs understand technical risk, engineering capability, architecture, scalability, operations, and AI readiness before major decisions.

Independent technical assessment
Investor-focused reporting
CTO-level judgment
Practical executive recommendations
Services

What Willowbark provides

Engagements are designed for situations where technical decisions have direct business consequences. Each service delivers clear, executive-level findings.

Technical Due Diligence

Independent assessment of a software company's technology, architecture, engineering team, and operating model for investors, acquirers, and PE and VC firms.

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Technical Health Checks

A structured review of engineering capability, architecture, delivery practices, and operational maturity for founders, CEOs, and boards outside a transaction context.

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CTO Advisory

Ongoing or targeted CTO-level advisory support, including fractional CTO work, architecture review, engineering leadership guidance, and executive decision support.

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AI Readiness and Engineering Assessment

Evaluation of a company's data architecture, AI strategy, tooling, and engineering readiness to build, adopt, or scale AI-enabled capabilities.

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Not staff augmentation. Not generic software development.

Willowbark provides independent judgment for situations where technical decisions have business consequences. Engagements focus on understanding risk, capability, readiness, and the practical steps needed to improve outcomes.

The value is not a checklist. It is an experienced, CTO-level perspective on whether a company's technology, team, architecture, and operating model can support an investment thesis, a growth plan, or a strategic decision.

Who we work with

Built for investors, founders, and software company leaders

Willowbark works with principals who need clear, honest, actionable technical perspective, not technical theater.

  • Private equity and venture capital investors
  • Technical due diligence firms
  • Founders preparing for fundraising or acquisition
  • CEOs and CTOs of software companies
  • Boards and executive teams evaluating technology risk
What an assessment covers

A coherent view of the full technology picture

Assessments connect business, product, engineering, operations, and AI into a single investor-useful perspective.

  • Product and platform architecture
  • Engineering team capability
  • Delivery process and engineering effectiveness
  • Cloud, DevOps, infrastructure, and operations
  • Security and operational resilience
  • Scalability and technical debt
  • Data architecture and AI readiness
  • Investment and execution risk
Selected Engagements

Selected Engagements

Examples of the kinds of investor-focused and executive-level assessment work Willowbark supports. Client names and identifying details are often confidential, so examples are anonymized.

Healthcare SaaS technical due diligence

Evaluated architecture, engineering organization, delivery processes, technical debt, scalability, and operational readiness for an investor considering an acquisition of a healthcare software platform.

AI-enabled surgical technology assessment

Assessed engineering maturity, AI capabilities, data strategy, deployment practices, and organizational readiness for a company developing AI-assisted surgical technology.

Practice management software review

Reviewed platform architecture, product delivery effectiveness, hiring plans, technical debt, and scaling risks for a software provider serving professional practices.

Cloud infrastructure scalability assessment

Evaluated cloud architecture, DevOps practices, observability, security controls, reliability, and operational readiness ahead of a significant growth phase.

Engineering organization effectiveness review

Assessed team structure, leadership, delivery processes, hiring strategy, quality practices, and organizational scalability for a growing software company.

CTO advisory for founder-led software company

Provided executive-level guidance on engineering leadership, organizational design, architecture priorities, technical hiring, and delivery effectiveness.

Technical health check for scaling SaaS platform

Performed a comprehensive review of architecture, engineering practices, security posture, cloud infrastructure, technical debt, and delivery capability.

Platform modernization and delivery assessment

Evaluated modernization efforts, legacy system risks, migration strategy, delivery performance, and organizational alignment during a major platform transformation initiative.

How it works

How engagements work

Willowbark engagements are structured to move quickly, focus on the questions that matter, and translate technical findings into practical business implications.

Step 1

Initial conversation

We clarify the transaction, company context, timeline, and key investor or executive questions.

Step 2

Focused review

Willowbark reviews available materials, interviews relevant stakeholders, and assesses the technology, team, architecture, delivery process, operations, and risks.

Step 3

Executive-level findings

You receive clear findings, risk assessment, recommended actions, and practical implications for investment, growth, or operational decisions.

Sample work

See the depth and format of a Willowbark assessment

Because most client engagements are confidential, Willowbark makes available a capability statement and a redacted sample due diligence report. These give investors and prospective clients a clear sense of scope, methodology, and output.

Capability Statement

An overview of Willowbark's technical due diligence methodology, scope, and deliverables.

Redacted Sample Report

A full-length technical due diligence report with all identifying information removed. Shows structure, depth, and executive-level findings.

About

Led by an experienced CTO-level advisor

Willowbark is led by Paul Julius, a CTO-level advisor and technical diligence consultant with experience assessing software platforms, engineering organizations, cloud and DevOps practices, delivery capability, and AI readiness. Clients work directly with Paul on every engagement.

Learn about Willowbark

Need an independent view of a software company's technology, team, or readiness?

Whether you are evaluating an investment, preparing for a transaction, or seeking an honest assessment of engineering capability, Willowbark can help.

Schedule a diligence or advisory call