Finance
Monthly board pack and KPI narrative
- Today
- The CFO assembles the deck and writes commentary over a weekend.
- With Claude
- Numbers flow in automatically; Claude drafts the variance narrative for CFO review.
PE & portfolio companies · Fractional CTO/CIO from $9,500/month
A fractional CTO and AI operating layer for your portfolio companies
For operating partners and portco CEOs in the lower middle market: technology diligence, 100-day plans, add-on integration, and a Claude rollout you can show the LPs. Led by a former CEO, not a slide factory.
Four ways sponsors and portcos use us
Pick the one that matches where you are in the hold.
Pre-close technology diligence
Fixed-fee review of architecture, security, team and tech debt, written for the investment committee. From $7,500.
Diligence detailsPost-close 100-day plan
A fractional CTO or CIO owns the technology workstream of the value-creation plan from day one.
Interim CTO/CIO
Embedded leadership while you recruit the permanent hire, which we then help you hire well.
Portfolio AI rollout
One Claude playbook, policy and set of builds rolled out across portcos, with adoption reported per company.
Rollout programThe first 100 days post-close
Days 1–30
Assess
Systems, contracts, security, team and spend. A risk register the board can read.
Days 31–60
Consolidate
ERP/CRM consolidation plan for add-ons, vendor rationalization and quick G&A wins.
Days 61–100
Automate and report
Close, AP/AR and board-pack automation live; KPI reporting standardized for the sponsor.
What we hear from operating partners
Where portco technology stalls
- The 100-day plan stalls on tech debt nobody owned before close
- Add-ons bring a second ERP, a third CRM and no integration plan
- G&A headcount grows faster than revenue
- Every portco reports KPIs differently to the sponsor
- The operating partner needs a credible AI story for LPs
AI and automation that move EBITDA
Finance
AP/AR and close automation
- Today
- Invoices keyed by hand; the close takes two weeks.
- With Claude
- Invoice capture, coding suggestions and reconciliation prep automated with review steps.
Operations
SOP capture into Claude Skills
- Today
- Know-how lives in a few long-tenured people.
- With Claude
- Processes documented once and packaged as Skills new hires can run.
Deal readiness
Exit-readiness data room
- Today
- Diligence requests trigger a scramble across shared drives.
- With Claude
- Documents indexed, gaps flagged and summaries drafted ahead of the process.
Systems we work in
- NetSuite
- Sage Intacct
- QuickBooks
- Salesforce
- HubSpot
- Microsoft 365
- SharePoint
- Box
- Power BI
Portfolio engagement options
Technology diligence
from $7,500
Fixed fee, 2–4 weeks.
- Architecture, security and team review
- Tech-debt and integration cost estimate
- Written for the investment committee
Recommended
Fractional CTO/CIO
$9,500/month
About 1 day a week per portco.
- Owns the technology workstream
- Vendor and MSP management
- Monthly board-ready report
- 3-month minimum
Embedded / Interim
$16,000–$22,000/month
2–3 days a week.
- Integration and consolidation leadership
- Recruiting the permanent leader
- Weekly sponsor reporting
Frequently asked questions
Do you work for the sponsor or the portfolio company?
Either. Diligence is usually engaged by the sponsor; post-close leadership is usually contracted by the portco with the operating partner as a stakeholder. We agree reporting lines in writing up front.
Can one engagement cover several portcos?
Yes. A shared Claude playbook and policy can be rolled out across companies, with builds and adoption reporting per company. We scope and price it per portco.
Do our portcos need SOC 2?
If they sell to mid-market or enterprise customers, often yes. A fractional CIO can stage the controls and prepare for an auditor; we don't perform audits ourselves.
What does Colorado's AI law mean for portcos?
If a portco uses automated tools for consequential decisions such as hiring, lending or housing, Colorado SB 26-189 adds obligations starting January 1, 2027. We inventory those uses as part of the AI rollout.
A 30-minute operating-partner conversation
Bring one portco and one problem. You'll leave with three specific recommendations.