IT for Private Equity
A portfolio company's IT debt becomes the firm's IT debt at close. We run IT due diligence pre-close, post-close integrations, value-creation IT plans for the hold period, and clean tenant separations at exit — across portfolios from $50M to $5B AUM.
The five problems we fix first in private equity.
These are the patterns we hear in the first call, every time. The order matters — solving them in this sequence keeps the work calm and the budget predictable.
- 01
IT due diligence gaps surface in TSA
A two-week IT diligence sprint in the LOI window catches the issues before they become surprises in the transition services agreement.
- 02
Portcos with no Virtual CTO
A founder-led portco running on a sysadmin's favorite tools is fine until growth bites. Fractional CTO leadership keeps the IT roadmap aligned with EBITDA targets.
- 03
Cyber-insurance non-renewals across the portfolio
When a carrier drops one portco, premium spikes ripple. We deploy a portfolio-wide baseline that satisfies most carriers.
- 04
Add-on integrations that take a year
Two M365 tenants merging shouldn't take 12 months. We do tenant migrations in 60–90 days with metadata preservation.
- 05
Exit hygiene
A clean tenant separation, with documentation a buyer's diligence team can audit, accelerates exits and reduces holdbacks.
The private equity playbook.
- 01
For PE firms we offer a continuous engagement: pre-close IT diligence ($X-priced sprint), 100-day post-close integration plan, ongoing fractional CTO support during the hold period, and tenant separation services at exit.
- 02
Our diligence sprint covers infrastructure inventory, cybersecurity posture, cyber-insurance fit, ERP/CRM tech debt, contracts (especially auto-renewing software), staffing concentrations, and a one-page risk-and-opportunity readout for the deal team.
- 03
Post-close integration: tenant consolidation (M365, Google Workspace, identity), security baseline deployment, vendor consolidation, and a written 18-month roadmap to the next inflection point.
- 04
For portcos in the hold period we run as their fractional IT department or back-fill an internal team — quarterly reviews with the LP-facing partner, monthly metrics, ad-hoc support for add-on M&A.
Aligned with the rules your auditors ask about.
IT diligence framework
Standard checklist covering infrastructure, cybersecurity, contracts, staffing, and ESG-related IT exposure.
TSA-ready documentation
IT-specific transition services artifacts that survive a buyer's scrutiny: network diagrams, identity inventories, vendor contracts, data flow maps.
Portfolio cyber-insurance baseline
A common baseline (MFA, EDR, immutable backups, written IR plans) deployed across portfolios so renewals are smoother and premiums are predictable.
Industry overlays for portcos
Each portco inherits its own regulatory profile; we layer industry-specific controls (HIPAA, FINRA, CMMC) where applicable.
Tools we know inside out.
We bring vendor relationships and deployment muscle for the platforms that run private equity every day.
Services that fit private equity.
Lower-middle-market PE firm, 14 portcos, $1.2B AUM
Standardized cyber-insurance baseline across the portfolio. Premiums dropped 18% portfolio-wide at renewal. Diligence sprint surfaced $2.4M in software contract auto-renewals at one target before LOI signing. Tenant separation at exit went from a 6-month buyer holdback risk to a 60-day clean handoff.
Tell us about your private equity environmentCommon private equity questions.
Don’t see yours? Drop us a note — we answer every email personally, usually within the hour.
How fast can you turn around an IT diligence sprint?
10 business days from LOI to written readout. We send a sample readout under NDA so you know what you're getting.
Can you support add-on M&A integrations?
Yes. Our post-close playbook covers M365 / Google tenant consolidation, identity unification, vendor consolidation, and a 100-day plan that doesn't derail operations.
Do you work directly with portcos or only the firm?
Either. Some firms engage us for diligence + post-close only; some bring us in as the portco's ongoing IT department. Pricing is transparent in both cases.
What about cybersecurity insurance?
We help portcos meet carrier requirements (MFA, EDR, IR plans, backups) and assemble the renewal questionnaire artifacts in advance. Premium savings often pay for the engagement.
Can you handle exit prep?
Yes. We document the IT estate to buyer-diligence-ready standards, separate tenants cleanly when a portco is being divested, and stand alongside during the transition services period.
Leading IT
Solutions.
Tell us about your stack, your bottlenecks, your wishlist. We’ll send back a written plan inside 48 hours — no pitch deck, no pressure, no contract talk until you ask for it.