PRIVATE EQUITY & PORTFOLIO OPERATIONS

Technology built for the
investment thesis.

Fluid MSP operates seamlessly across every stage of the private equity investment lifecycle: Pre-acquisition due diligence → Day One readiness → 100-Day integration → Growth & consolidation → Exit readiness.

Private Equity Portfolio Technology Operating Layer
POST-CLOSE EXECUTION MODEL

100-Day Integration Milestone Timeline

STANDARD M&A PLAYBOOK
Day 0 - 10 STAGE 01

Security Lockout & Access Control

Rotate domain admin passwords, enforce zero-trust Entra ID MFA, and deploy SentinelOne 24/7 Managed SOC telemetry.

Day 10 - 30 STAGE 02

Data Isolation & Backups

Isolate end-of-life servers, deploy air-gapped immutable cloud backups, and initiate SaaS software license audit.

Day 30 - 60 STAGE 03

Standardization & MDM Rollout

Zero-touch Intune/Jamf endpoint enrollment, network firewall consolidation, and support desk cutover.

Day 60 - 100+ STAGE 04

Cloud Migration & Governance

Complete Azure cloud lift-and-shift, deliver board capex roadmaps, and activate Power BI reporting dashboards.

ARCHITECTURE DEPENDENCY MODEL

Investment-Committee Architecture Topology

Integrated technical layers engineered to eliminate single points of failure across portfolio companies.

01

Zero-Trust Identity

Entra ID & MFA

Single sign-on & conditional access

02

SD-WAN Network

Meraki / Fortinet

Encrypted site-to-site tunnels

03

Zero-Touch Endpoints

Intune & Jamf MDM

BitLocker / FileVault policy

04

Resilient Cloud

Azure & AWS Master EA

Scalable server architecture

05

Air-Gapped Backups

Immutable Azure Vault

Isolated ransomware recovery

06

24/7 Managed SOC

SentinelOne MDR

15-minute threat containment

INTERACTIVE PE LIFECYCLE ROADMAP

Technology execution aligned with the investment thesis.

Click each stage of the private equity lifecycle to explore Fluid's specialized deliverables, operational scope, and EBITDA expansion levers.

PHASE 01

Identify Technology Red Flags Before Letter of Intent (LOI)

Pre-LOI technology risk screening evaluates cloud reliance, proprietary software dependencies, key-person risk, and obvious cyber liabilities.

Key Phase Deliverables:
  • Pre-LOI Tech Risk Memorandum
  • High-Level Remediation Cost Bracket
  • Software Debt Flagging
ENTERPRISE VALUE IMPACT

"Prevents overvaluation of targets carrying hidden multi-million dollar tech debt."

Fluid MSP provides full transparency, executive reporting, and board updates during every phase of this lifecycle.
Explore Target Identification Solutions
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 Integration Cost Modeling