Pre-close diligence
Identify technical debt, unsupported systems, cybersecurity exposure, vendor concentration, hidden spend, integration risks, and Day-1 dependencies.
Private equity & portfolio companies
A stronger standard. Across the investment.
Technology diligence, an accountable execution plan, and a repeatable operating standard for portfolio companies. Connect risk, spend, integration, and evidence across the investment lifecycle.
Built around your operation
From the first diligence question to exit.
Your business systems, security, connectivity, and support belong in the same conversation.
The first 100 days
Turn diligence findings into a plan with priorities, owners, costs, and timing. Stabilize access, support, critical systems, connectivity, and recovery through the handover and the months that follow.
Portfolio standards
Establish a practical baseline that can be applied across companies without forcing every operation into the same business applications.
Cost & vendor review
Expose overlapping tools, unmanaged renewals, contracts, and dependencies. Consolidate where it improves the operating model and economics.
Add-on integration
Sequence identity, domains, email, devices, networks, data, vendors, and support. Separate what must happen on Day 1 from later integration work.
Exit readiness
Keep inventories, architecture, contracts, policies, recovery tests, security evidence, and known-risk remediation organized before a buyer requests them.
The investment lifecycle
A connected plan, from diligence to exit.
The pace and scope follow your environment. The responsibilities stay clear.
01Pre-close diligence
Understand the technology, contracts, costs, key dependencies, and material risks before the close. Identify what must be ready on Day 1.
02The first 100 days
Maintain access, support, security, and continuity through the handover. Set priorities, owners, costs, and timing for the first 100 days.
03The hold period and add-ons
Run the operating standard, track risk and lifecycle needs, and use a repeatable integration plan for additional companies.
04Exit readiness
Keep the evidence, architecture, contracts, inventories, and remediation history organized so the technology story is ready for a future buyer.
Scope comes first
Requirements connected
to the real work.
Set a shared minimum standard for identity, endpoints, networks, security, recovery, vendors, and reporting. Preserve business-specific applications and scope each company’s regulatory and contractual obligations separately.
Explore complianceQuestions worth asking
Start with what
the business depends on.
What does the investment team get?
A clear view of material technology risks, operating dependencies, expected work, and responsible owners, with an execution plan that can be discussed alongside the business plan.
Does standardization mean replacing every application?
No. Standardize the foundation and the controls while preserving the specialized applications that each business depends on.
Can you provide internet at every portfolio location?
SeriousIT provides UTOPIA service in Utah. Other locations require an address-specific review of available carriers and support arrangements.
A conversation about your business
Where do you need
a stronger foundation?
Tell us about your locations, your systems, and the changes ahead.