Flagship relationship
Portfolio Technology Assurance
A recurring senior technology-assurance layer for family offices and investment firms that need a consistent view of technology risk, value creation and execution across deals and portfolio companies.
Why it exists
Technology oversight should not reset at every deal.
Portfolio Technology Assurance creates continuity from underwriting into post-close execution, quarterly review and exit readiness.
Strong fit when
- The portfolio has no consistent technology-risk view.
- Technology and AI increasingly affect underwriting and value creation.
- Management teams need independent challenge without another permanent central function.
- The investment office wants comparable KPIs and escalation across portfolio companies.
- Deal findings are not consistently converted into post-close execution.
Operating cadence
A repeatable assurance layer around the portfolio.
The exact scope is agreed with the investor, but the operating model is designed around onboarding, deal support, quarterly assurance and an annual portfolio review.
Month 1–2
Onboarding
- Portfolio and company baseline
- Technology, AI, cyber and data exposure assessment
- Leadership and capability assessment
- Portfolio heatmap and board-level risk register
- Priority action plan
As required
Every deal
- Rapid technology screen
- Full diligence where required
- Technology verdict and material conditions
- Remediation effort and cost framing where evidence permits
- Transition into post-close priorities
Recurring
Quarterly
- Technology risk and KPI review
- Progress against 100-day and value-creation priorities
- Material AI, cyber and data changes
- Major programme or vendor review where agreed
- Escalation memo for board or investment leadership
Yearly
Annual
- Portfolio-wide technology risk and value review
- Cross-portfolio themes and dependencies
- Next-year priorities
- Leadership and capability review
- Investment-committee or family-office read-out
Investor outputs
Decision-ready outputs, not another technical dashboard.
Outputs are designed for investment leadership and boards, while retaining enough technical detail for management teams to act.
Core deliverables
- Portfolio technology heatmap
- Board-level technology risk register
- Quarterly assurance memo
- Board technology KPI pack
- Annual technology risk and value review
- Priority action tracker
Family-office-level options
- Technology adviser to the investment process
- Fund and co-investment technology screening
- Principal, board and next-generation briefings
- Fractional technology or security governance support
Scope boundary
Engagement design
Annual relationship, explicitly scoped.
Commercial scope should define portfolio coverage, quarterly cadence, included deal support, on-call allocation, escalation rules and any fractional leadership element.
Portfolio scope
Agree which companies, investments and technology themes sit inside the assurance perimeter.
Governance
Define reporting audiences, decision rights, escalation thresholds and management interaction.
Cadence
Set the recurring review rhythm and separate included work from additional project scope.
Public pricing is intentionally not published until the commercial model is approved for external use.
Start with portfolio exposure
Establish whether a recurring assurance layer is justified.
A first conversation can focus on portfolio breadth, transaction activity, technology-heavy holdings and the decisions that currently lack independent technology input.