Turn technology into
exit value.
Post-close assessments that move the needle on EBITDA, revenue growth, and exit multiples. We embed with your portfolio companies to find, quantify, and fix what matters: AI readiness, architecture legacy, and organizational drag.
Technology Through a
Business Point of View
Every assessment we run maps directly to one of three financial outcomes. We don't deliver technology reports. We deliver investment intelligence.
Revenue Growth
Technology that creates customer value, expands markets, and enables the product roadmap to close the gap between ambition and delivery.
- Ability to create and expand customer value
- Ability to scale and grow market share
- Accelerated time to revenue and market
- AI-driven product differentiation
- Technology flexibility to enable pivoting
EBITDA & Margin
Efficiency, productivity, and doing more with less: finding the cost optimizations and structural improvements that directly expand margin.
- R&D cost rationalization and optimization
- Outsourcing and nearshoring options
- Process automation and efficiency gains
- Architecture modernization reducing drag
- Organizational design for leaner execution
Exit Multiple Expansion
Technology's role in brand positioning, buyer confidence, and the narrative that commands a premium. We prepare the AI story and technology stack for scrutiny.
- Talent attraction and retention capability
- Compliance and security posture
- Customer satisfaction and NPS signals
- AI maturity and defensibility narrative
- Technology flexibility for market pivots
Where We Go Deep
Three assessment areas account for the majority of post-close value. Each is available as a standalone engagement or packaged with the others.
AI Transformation
The AI landscape shifts faster than any roadmap can predict. We help portfolio companies cut through the noise: establishing a credible baseline, building a prioritized transformation roadmap, accelerating delivery, and preparing a buyer-ready AI narrative. One partner, covering the full holding period.
Cybersecurity & Resilience
Ransomware, data breaches, and regulatory exposure are existential risks for portfolio companies and among the top deal-killers in exit processes. We assess the full security posture, identify critical gaps, and build a remediation plan that reduces risk and strengthens the exit narrative.
Data & Analytics
Bad data is a hidden drag on every part of a business. Broken dashboards, duplicate records, and metrics nobody trusts slow down decisions and erode confidence across the board. We act as your Interim Chief Data Officer to stabilise the foundation, fix root causes, and build the governance that keeps it clean.
Architecture & Modernization
Poor software architecture is among the top reasons companies lose momentum and limit growth. We identify the technical debt, modernization options, and a quantified roadmap.
Organization & Efficiency
Bloated, unstructured organizations lose momentum and bleed margin. We diagnose the gaps in structure, process, and talent, and build a plan to fix them.
Product Strategy & Assessment
Beneath every product roadmap are technical decisions that determine what can actually be built, how fast, and at what cost. We conduct a structured, outside-in assessment of product capabilities and technical mechanics, benchmarking the portfolio company against its nearest competitors to surface genuine strengths, capability gaps, and what it will realistically take to close them.
From Baseline to Buyer-Ready Narrative
AI is the single biggest value creation lever in most portfolios today. Our three-stage model covers the full holding period, wherever a company is in its AI journey.
AI Maturity & Roadmap
The baseline assessment every portfolio company needs. Where does AI stand, what is the gap, and what is the 100-day plan to generate EBITDA impact?
- Full AI maturity assessment across 6 dimensions
- Technical architecture and code quality review
- Data asset deep-dive and moat analysis
- AI team capability and retention assessment
- 100-day AI plan and value creation roadmap
AI Acceleration
Embedded support to turn strategy into execution. We work inside the portfolio company to prioritize, pilot, and scale the initiatives that hit the value plan.
- Prioritize and pilot high-impact AI initiatives
- Build vs. buy guidance and tool selection
- Develop internal AI capability and skills
- Track EBITDA impact against hold period goals
- Strategic prioritization across the roadmap
AI Sell-Side Prep
Preempt buyer DD questions and strengthen the AI story before it enters the market. We co-create a buyer-ready narrative that holds up to scrutiny.
- Internal assessment from an exit perspective
- Prioritization, planning, and gap remediation
- Coach the team to co-create the buyer narrative
- Preempt AI due diligence questions
- Strengthen and evidence the AI story
The Right Assessment
at the Right Time
Different moments in the hold period call for different interventions. We work across the full lifecycle, from post-close through to exit.
Post-Close / First 100 Days
- You need a baseline across AI, architecture, and organization
- The 100-day plan requires quantified technology inputs
- You want to identify the changes that move the needle most
- Diligence findings raised issues that need a full assessment to size
- You need to validate or challenge the management team's technology roadmap
Mid Hold / Value Creation Phase
- R&D spend is growing faster than revenue and you need to understand why
- AI initiatives are planned but not translating into EBITDA impact
- The architecture is creating a ceiling on product velocity and scale
- A bolt-on acquisition adds complexity to the technology estate
- The CTO or CPO role has a gap and you need interim coverage
Pre-Exit / Preparing the Story
- You want to preempt the buyer's AI and technology due diligence questions
- The AI narrative needs strengthening before it enters the market
- Known technology risks need remediating or reframing before a process
- You want a Vendor Due Diligence to accelerate the buy-side process
- The management team needs coaching to present the technology story credibly
Always / Ongoing Advisory
- You want a standing senior technology sounding board across the portfolio
- A portfolio company is facing a transformation decision and needs de-risking
- You need independent validation of management's technology claims
- Board-level technology fluency for quarterly reviews and IC papers
- On-demand senior expertise for specific technology or AI questions
Ready to unlock the value
in your portfolio?
Every engagement starts with a no-obligation soundboard session. Bring your most pressing portfolio challenge and we will tell you how we would approach it.