We secure the data that drives your deals: LP records, deal-room files, and the IT estates of every portfolio company. From SOC 2 readiness to wire-fraud defense, we keep your firm audit-ready and resilient.
Confidential LP records, fund financials, and due-diligence documents move through email, data rooms, and personal devices. One leaked deal file or misconfigured share can damage relationships and trigger LP scrutiny.
Investment firms move large sums on tight timelines, which makes them a prime target for business email compromise and fraudulent wire instructions. A single spoofed email can redirect a capital call or distribution.
Every acquisition brings its own IT setup, security gaps, and tech debt. Without a standard, the firm inherits risk it cannot see and cannot measure across the portfolio.
Institutional LPs and regulators now expect documented controls, SOC 2 evidence, and proof of a real security program before they commit or sign off. Lacking that documentation slows fundraising and diligence.
We run security audits and prepare your firm for SOC 2 with the controls, monitoring, and evidence LPs and regulators expect. MFA, email filtering, and continuous monitoring close the gaps that lead to breaches and wire fraud.
We act as your fractional CIO for IT due diligence: assessing target companies before close and building a standard security baseline you can roll out across the portfolio. You get a clear technology roadmap and vendor oversight without a full in-house team.
Our 24/7 helpdesk, endpoint monitoring, patch management, and backups keep your deal team productive and protected. Proactive maintenance means fewer outages during the moments that matter most, like a closing or a capital call.
We secure your cloud environments on AWS, Azure, or GCP with hardened configurations, backups, and disaster recovery. Deal rooms and shared workspaces stay encrypted, access-controlled, and available when your team needs them.
Institutional LPs and regulators increasingly require documented security controls, and SOC 2 has become the baseline many funds are expected to meet or verify in their portfolio companies. We help you build SOC 2 readiness, satisfy LP due-diligence questionnaires, and address GLBA and SEC safeguarding expectations where they apply to your firm. We also run IT and security diligence on acquisition targets, so you understand the risk you are buying before the deal closes.
Yes. We assess a target’s IT infrastructure, security posture, cloud spend, and tech debt before close, then summarize the findings and remediation costs in plain terms. This gives your deal team a clear view of the risk and the integration work ahead, so there are no surprises after signing.
We layer access controls, encryption, MFA, and continuous monitoring around your data rooms and the systems that hold LP records. We also lock down email with advanced filtering and verification steps to stop the spoofed wire instructions that target investment firms. The goal is that only the right people reach the right files, and every access is logged.
Yes. We map your current controls against SOC 2 requirements, close the gaps, and put the monitoring and evidence collection in place that auditors and LPs look for. We work alongside your chosen auditor so the formal assessment goes smoothly and you can answer diligence questionnaires with confidence.
We do. We can establish a security and IT baseline across the portfolio, then manage or co-manage individual companies depending on their size and needs. Standardizing tooling, monitoring, and backups across holdings reduces risk and makes future exits cleaner.