Engagements

PE Portfolio Tech Diagnostic

A rapid, structured view of a portfolio company's technology: economics, capacity, productivity, governance, and transformation readiness.

Duration

2-4 weeks

Deliverable

Scorecard + 100-day recommendations

For PE operators who need a clear technology picture without a six-month consulting program.

Who it is for

Operating partners and deal teams
Portfolio CEOs preparing a board or lender conversation
Situations with overcapacity, delayed digital/AI programs, or unclear tech ROI

What we assess

Economic truth: unit economics, cost of delay, capital intensity
Operating truth: capacity, utilization, productivity path
Governance truth: decision rights and reallocation friction
Transformation portfolio: Horizon 0-3 clarity and finish lines

What you receive

A structured scorecard leadership can share internally
Prioritized 100-day moves (stop / fix / fund)
Optional deep-dive into one critical initiative (valuation or finish-line)

How to start

Request a conversation and select PE / portfolio operating support.

Start with a conversation

The contact form is preselected for this engagement type. Final scope depends on complexity.

Request a conversation

Other engagements

Tech Valuation Audit

A structured review of a technology or AI investment before you scale, pause, or stop - with clear economic and risk criteria.

Technology Strategy

A workshop on megatrends and megatrend mapping to shape mid- to long-term technology investment strategy from customer needs and portfolio reality.

AI Finish-Line Intensive

A closed-company intensive to stop endless AI starts - define shipped, pick one vertical slice, and set owners and kill criteria.