Contact

Let's talk about your portfolio.

We work with PE sponsors and their operating partners on AI strategy, diligence, transformation, and exit readiness. Reach out with what you are working on and we will take it from there.

Fastest path
Book a 15-minute call

Pick a time that works - no back-and-forth.

Office
2770 Main Street, Suite 122
Frisco, TX 75033
What to include

Brief description of the portfolio company or situation. Industry, revenue range, and hold period status are helpful. We respond within one business day.

Common starting points

AI strategy session

Where does AI actually create value in this business? We scope it, build it, and govern it.

Cybersecurity roadmap

Posture assessment, prioritized roadmap, and a program that holds up in diligence.

Pre-close IT diligence

21-day assessment. Architecture, risk, integration plan, and cost model before close.

Post-acquisition fractional CIO

Embedded leadership for 6 to 18 months. We run the IT function and hand off a team.

Exit readiness review

Twelve months out. The IT and AI story for the CIM, diligence war room, and clean cut-over plan.

Send us a note