StrategicTechnicalAdvisory

For Growth Equity & Mid-Market Funds

Due Diligence • AI Implementation • Interim Leadership

Empowering investment firms to maximize portfolio value through meticulous technical assessment, AI-driven operational implementation, and proven engineering leadership.

01

Engagement Models Built for Deal Velocity

01

Rapid Technical Diligence

When speed determines success

48-Hour Red Flag Assessment

  • Critical architecture vulnerabilities identified
  • Deal-breaker detection on technical debt and scalability
  • Engineering team capability snapshot
  • Go/no-go recommendation with quantified risks

Ideal for: Competitive auctions, initial screening, time-sensitive opportunities

02

Comprehensive Technical Diligence

Deep operational insight that protects returns

2-4 Week Full-Scope Analysis

  • Code-level architecture review and technical debt quantification
  • Engineering velocity metrics and team assessment
  • Scalability validation for 10x growth scenarios
  • Security posture and compliance readiness
  • M&A integration complexity analysis
  • Total cost of ownership modeling

Ideal for: Final investment decisions, platform investments, complex technical environments

03

Post-Investment Value Creation

Transform portfolio companies into category leaders

100-Day Technical Transformation

  • Immediate stabilization of critical systems
  • Cloud & SaaS optimization (typically 30-40% cost reduction)
  • Engineering organization optimization
  • Technical roadmap aligned with exit strategy
  • Vendor consolidation and contract optimization
  • Infrastructure modernization (cloud migration, serverless, containerization)

Ideal for: New portfolio companies, underperforming assets, pre-exit optimization

04

Strategic Technical Advisory

Ongoing expertise for complex situations

Choose Your Engagement Model:

  • M&A Integration Excellence: Pre-close planning through Day 100 execution
  • Interim CTO/VPE: Critical leadership during transitions
  • Technical Board Advisor: Monthly strategic guidance
  • AI Implementation Strategy: Practical roadmap beyond the hype

Ideal for: Platform builds, technical turnarounds, leadership gaps, emerging technology adoption

02

Sector Experience

MarTech & E-commerce

GRIN (AllBirds, SKIMS, Uber)

Hospitality

Actabl (Marriott, Hilton, Sonesta)

Healthcare

BREG, SAS (Kaiser, Providence, Dignity)

SAP-based ERP

Vistex (NVIDIA, GE, Sony, Siemens)

Public Sector

US Treasury, USPS, IRS

B2B Enterprise Software

Fortune 500 Enterprises

Ready to transform technical complexity into competitive advantage?