Services built around how PE actually works
We don’t sell service lines. We solve problems that show up at specific points in the deal lifecycle.
Technology & Operational Due Diligence
Your deal team can model the financials, but can the target’s technology actually support the growth plan?
We conduct a structured assessment of the target’s technology stack, engineering team, data maturity, security posture, and operational processes. We deliver a clear-eyed report that identifies risks, quantifies technical debt, and maps investment requirements against your value creation assumptions.
Deliverable: Due diligence report with risk ratings, investment requirements, and technology value creation roadmap. | Typical engagement: 2–4 weeks, project-based.
100-Day Value Creation Plan
You’ve closed the deal. The clock is running. The CEO is drowning in integration tasks, and nobody is translating the investment thesis into a technology and operational execution plan.
We work with portfolio company leadership to build a prioritized, technology-anchored transformation roadmap — identifying the system, data, and automation initiatives that underpin the broader value creation plan, assigning ownership, establishing KPIs, and launching execution within the first 100 days.
Deliverable: Prioritized roadmap with workstreams, owners, timelines, KPIs, and initial execution progress. | Typical engagement: 60–100 days.
Fractional Chief Transformation Officer
Your portfolio company needs senior technology and transformation leadership. A full-time C-suite hire isn’t justified, and consultants who visit once a month don’t move the needle.
We embed inside your portfolio company as fractional CTrO — typically 2–3 days per week. We lead with technology: system modernization, AI deployment, data strategy, and digital infrastructure. But because technology transformation doesn’t happen in a vacuum, we extend into the commercial and operational changes that technology enables. We report jointly to the CEO and the deal partner.
This is our core offering.
Deliverable: Embedded leadership driving measurable transformation outcomes across functions. | Typical engagement: 6–18 months, retainer-based.
AI Readiness & Deployment
Every LP deck mentions AI. Most portfolio companies don’t know where to start, and most AI consultants sell technology without understanding PE economics.
We run a structured AI Readiness Assessment — evaluating data infrastructure, workflow patterns, team capability, and competitive landscape to identify high-ROI AI deployment opportunities. We’ve built production applications with AI tools ourselves, so our recommendations come from hands-on experience.
Deliverable: AI Readiness Assessment with prioritized use cases, ROI projections, and implementation roadmap. | Typical engagement: 2–3 week assessment.
Exit Readiness
The business has been transformed, but the story hasn’t been packaged for buyers. If the technology narrative doesn’t match the financial performance, you leave value on the table.
We prepare the portfolio company to present its technology and transformation story credibly — and to survive buyer-side technology due diligence.
Deliverable: Exit-ready operational narrative, technology documentation, and diligence preparation. | Typical engagement: 8–12 weeks, project-based.
All engagements start with a conversation about your deal thesis. We build from there.