EXECUTIVE INTELLIGENCE LAYER

Technology telemetry
for investment committees.

Deep technical due diligence models, portfolio risk scoring, maturity frameworks, and post-close 100-day execution calculators.

MATURITY BENCHMARK

Portfolio IT Maturity Index

AVERAGE MATURITY: 92.6 / 100
Cybersecurity & MDR 92% (Mature)
24/7 Support SLAs 98% (Optimal)
Cloud & Infrastructure 88% (Advanced)
M&A Integration Speed 95% (Optimal)
Compliance & Governance 90% (Mature)
OPERATIONAL IMPACT

Standardization Drives EBITDA Leverage

Portfolio holdings operating above 90% IT Maturity experience 68% fewer critical outages, 100% cyber insurance audit pass rates, and rapid 90-day add-on transaction integrations.

PRE-ACQUISITION AUDIT

Portfolio Risk Heat Map

Itemized Diligence Findings
Cyber Security Critical Risk

Unenforced MFA on Admin Accounts

Financial Impact: Immediate Breach Risk

Infrastructure High Risk

Unsupported Windows Server 2012

Financial Impact: Compliance Haircut at Exit

SaaS Licensing Medium Risk

42 Unassigned Duplicate SaaS Seats

Financial Impact: $48,000 Annual Waste

Disaster Recovery High Risk

Unverified Off-Site Backups

Financial Impact: Ransomware Recovery Failure

PORTFOLIO TRANSFORMATION

Unmanaged Fragmented IT vs. Fluid Operating Standard

Legacy Unmanaged IT (Day 0)
  • •3 different local MSP vendors with no SLA accountability.
  • •Unenforced MFA creating severe cyber insurance policy risks.
  • •Shadow SaaS spend wasting $60k+ in unassigned user seats.
  • •Average 4-hour support response delay causing executive friction.
Fluid Operating Standard (Day 100)
  • ✓Single operating partner across all portfolio entities.
  • ✓100% MFA rollout, 24/7 MDR SOC telemetry & policy compliance.
  • ✓Consolidated software stack driving flat-rate predictable opex.
  • ✓Guaranteed <15-minute response SLA from L2/L3 senior engineers.
INVESTMENT LIFECYCLE

Private Equity Operating Stages

1. Pre-LOI Diligence

5-10 Day Risk Audit

Rapid technical audit uncovering hidden liabilities, legacy servers, and unmanaged SaaS sprawl.

2. 100-Day Integration

Post-Close Execution

Enforce MFA telemetry, stabilize user support, and consolidate IT vendors.

3. Portfolio Operations

Ongoing Governance

Continuous 24/7 Managed SOC, cloud optimization, and EBITDA expansion.

4. Exit Readiness

Pristine Buyer Diligence

Audited SOC 2 compliance data room and zero technical debt for buyers.

CAPABILITY MATRIX

14-Point Operating Comparison

Feature / Capability In-House IT Traditional MSP Fluid MSP
Guaranteed SLA Best Effort 2-4 Hours < 15 Minutes Guaranteed
M&A Due Diligence Audits None Ad-hoc Dedicated PE Playbook (5-10 Days)
24/7 Managed SOC Telemetry No Extra Charge Included Standard
MFA Policy Enforcement Partial Manual Automated 100% Rollout
vCIO Executive Leadership No Hourly Consulting Strategic Board Governance
Flat-Rate Predictable Billing Variable Ticket Overages Flat-Rate Per Seat / Entity
INTERACTIVE DUE DILIGENCE ESTIMATOR

Evaluate target technology before you inherit the risk.

Use this interactive tool to estimate technical risk vectors, recommended 100-day remediation cost ranges, and required audit scope for target acquisitions.

ESTIMATED RISK PROFILE MODERATE RISK
ESTIMATED 100-DAY REMEDIATION BRACKET:
$45,000 – $85,000

Itemized capex/opex model delivered within 5 business days.

Recommended Audit Scope:
  • Complete Active Directory & Entra ID Audit
  • Cyber Insurance Compliance Audit
  • 100-Day System Integration Plan