Technology partner to the firmand the portfolio
A single, high security architecture serves both sides of the table: the firm's own regulated operations and the disruptive technologies your portfolio companies are racing to ship. One partner, embedded for the life of the fund.
A lean partnership, run like an enterprise
General partners and deal teams operate under the same regulatory scrutiny as the institutions they invest in. We build the mission critical foundation that keeps a small team fast without exposing it.
Secure deal rooms
Encrypted, access-logged deal rooms for diligence materials, cap tables and board documents, with permissions that expire when a process closes and an immutable record of who saw what.
Identity and access
Zero-trust identity for partners, associates and outside counsel, built to satisfy the access controls examiners expect from an SEC and FINRA registered adviser without slowing the deal team down.
Email security
Advanced email security and phishing defense tuned for the volume of unsolicited attachments a deal inbox receives, protecting the firm against the business email compromise attempts that target closings.
Managed devices for a lean partnership
Discreet, fully managed devices and help desk support sized to a firm that runs on ten people, not a thousand, so every partner gets enterprise-grade protection without an internal IT function.
Value creation, from diligence to exit
Operating partners need a technology function that can staff diligence this quarter and run a shared service across the portfolio next year. We are built for both.
Technical due diligence
Independent assessment of architecture, security posture and technical debt before the term sheet, so the investment committee sees the real cost and risk of the technology being acquired.
100-day technology plans
A concrete, sequenced plan for the first 100 days post-close: quick wins, security remediation and the high performance infrastructure the growth plan depends on.
Carve-out and integration
Standing up independent, mission critical infrastructure for a carve-out, or integrating an add-on acquisition onto the platform company, without disrupting the business being separated or combined.
Shared managed services across portfolio companies
A common managed services and security operations layer that portfolio companies can adopt individually, giving the fund consistent controls and better economics without a mandate.
Exit readiness
Documentation, controls and audit-ready evidence, including SOC 2 alignment where the buyer will expect it, so technology strengthens the story at exit instead of becoming a diligence finding.
The same discipline, at every stage
Three decades operating regulated, high performance environments for the largest brands, brought to bear on the firm and every company it backs.
Enterprise-grade, distilled
We have built and operated technology for the largest brands in the most demanding circumstances, and we distill those architectures and controls into right-sized packages for a portfolio company at any stage.
Embedded, not adjacent
We embed deep in the firm and in each portfolio company to understand how the business really runs, operating within weeks as an extension of the team rather than an outside vendor.
Scaled to the problem
A single architect for a diligence sprint, a full delivery team for a 100-day plan, or a managed service that runs across the hold period: engagements flex to the size of the problem in front of them.
Talk to our private equity and venture capital team
From technical due diligence on your next deal to a shared managed services layer across the portfolio, we are ready to embed.