Many of our family office clients hold direct investments and operating companies. Others co-invest alongside private equity sponsors. We bring the same rigor, independence, and accountability to portfolio technology decisions that we bring to the family office itself.
Discuss a Portfolio EngagementTechnology due diligence for private equity is an independent pre-acquisition assessment of a target company's technology environment — technical architecture, cybersecurity posture, team capability, technology debt, scalability limits, key-person risk, and vendor contract obligations. It surfaces what the seller's data room does not, informing valuation, deal structure, and post-close integration planning. For family offices — roughly 42.5% of which co-invest alongside private equity — technology due diligence is a risk-management instrument that protects the investment thesis before the wire is sent.
Roughly 42.5% of family offices co-invest alongside private equity sponsors. Direct investments account for approximately 17% of the average family office portfolio; PE funds account for another 10%. Many family offices hold operating companies directly, inherited from the generation that created the wealth.
Technology risk in those portfolio companies is family office risk. A cybersecurity breach at a portfolio company becomes a family office incident. Underperforming vendor contracts erode returns. Technology debt hidden in a pre-acquisition diligence process becomes visible only when it is too late to negotiate.
Our portfolio company work is not a separate practice — it is an extension of how we protect family office interests across the full balance sheet.
Portfolio work moves faster than family office governance work. The timelines are compressed, the stakeholders are operational, and the metric is value creation. We adapt accordingly — without compromising independence.
Independent technology assessment before acquisition. We surface technical debt, cybersecurity vulnerabilities, scalability limits, key-person risk, and vendor commitments that would not be visible in a seller's data room — informing valuation, deal structure, and post-close planning.
Learn MoreEmbedded fractional technology leadership during the hold period. Roadmap development, vendor optimization, cybersecurity governance, and quarterly reporting to the family office or sponsor — with a clear line of sight from technology decisions to EBITDA impact.
Learn MoreTechnology environment assessment and remediation to maximize valuation at exit. We build the technology story that survives buyer due diligence — documented, defensible, and clean — so the work we did in diligence on the way in is not replicated against us on the way out.
Discuss Your TimelinePost-acquisition technology integration — systems, vendors, teams, cybersecurity posture. We build the 100-day plan and then lead its execution, so the integration happens in the order that minimizes risk and accelerates synergy capture.
Learn MoreDedicated cybersecurity governance across a portfolio, or concentrated on a specific company. Security policy, risk management, and incident response planning at the level appropriate for the business and the relationship to the family office.
Learn MoreFor family offices or sponsors with multiple portfolio companies, we advise on technology shared services structures — where consolidation makes sense, where it does not, and how to preserve operational independence while capturing scale where it actually exists.
Discuss Your PortfolioCavalier holds no vendor partnerships — across the family office or any portfolio company. Our due diligence findings and recommendations are commercially unbiased. The family office does not need to wonder whether our recommendation reflects the portfolio company's interests or a vendor's incentive.
Portfolio engagements are held to the same confidentiality standards as family office engagements. No public deal announcements. No case-study marketing. Information shared with us is protected the same way the rest of the family office's information is protected.
Every engagement delivers quarterly reporting that quantifies technology's contribution to the business — in the language of operating performance. Family offices and sponsors can evaluate the work against the metrics that matter.
When the same firm provides technology counsel to both the family office and its portfolio companies, the family benefits from a consistent standard of work, a single point of accountability, and a coherent view across the full portfolio.
A confidential conversation about your portfolio company's technology environment and how Cavalier can provide the counsel and oversight the situation requires.
Schedule a Consultation