Portfolio Technology Assessment

Technology risk in a PE portfolio is rarely evenly distributed, and it is rarely where you expect it. The company that looks operationally stable has a cybersecurity posture that would fail a serious insurer audit. The company that just renewed its MSP contract did so without anyone reading the liability provisions. The company you are planning to add-on to has vendor contracts that will require consent to transfer. None of these findings require a multi-month engagement to surface. They require a structured, experienced set of eyes in the environment for a defined period.

The Portfolio Technology Assessment delivers an executive-level risk report in four to six weeks. The scope covers the five categories that create the most disproportionate risk relative to their cost to address: cybersecurity posture, MSP contract and performance quality, critical vendor dependency and contract terms, infrastructure condition and near-term capital requirements, and key person risk in the technology function. Each finding is rated by severity and business impact. The report concludes with a 90-day action plan — specific, sequenced, and actionable by operating company management without requiring ongoing consulting engagement.

This service is designed for PE firms that want portfolio-wide technology visibility without commissioning a full diligence engagement at each company. It is also used as a rapid assessment tool post-close, when the deal team wants to move faster than a full post-acquisition integration allows. The output is a document that belongs in the portfolio company’s board package — one that gives the operating partner a clear view of where technology risk sits and what it will cost to address it.