For Private Equity

Your portfolio is reporting progress.
That's not the same as delivering value.

Independent assurance that your technology programmes are delivering the EBITDA you underwrote.

The visibility gap

You're getting reporting. Not the full picture.

Across portfolio companies, technology programmes report progress — often confidently. But:

What actually happens
  • Management teams are invested in the narrative
  • Vendors reinforce positive signals
  • Issues surface only when they're material
  • By then, value has already eroded
The actual risk
  • It isn't what you're told
  • It's what you're not seeing
  • Narrative confidence isn't the same as delivery evidence
  • By the time it's visible in reporting, the window to act has often closed
The 3 key questions

What every operating partner actually needs answered

01

Are we going to hit the number?

Is this actually delivering the EBITDA uplift we underwrote?

02

Where is the downside?

What could erode value — and how exposed are we?

03

Is this real, or management optimism?

Can we trust what we're being told?

What we do

Whether your investment is translating into results — not just progress

No reliance on internal reporting. No delivery bias.

4
Things we tell you: whether the value creation plan is on track, where value is at risk, what's driving underperformance, and what needs to change
~2
Weeks — typical turnaround, versus the 8–12 weeks of a traditional assurance engagement
£20k
Starting point, versus £250k–£500k+ for a comparable traditional engagement
When we're brought in

Different moments, different questions

SituationWhat you need to knowWhat we provideTypical investment
Something feels offIs this delivering the value we underwrote? Where is the downside?Independent view of value delivery, downside risk, and what needs to change£30k–£60k
Post-acquisitionWhat did we actually buy? Where are the hidden risks?Rapid diagnostic of delivery, risk exposure, and alignment to the investment case£20k–£40k
Pre-exitWill this stand up in diligence? Are there gaps in the value story?Independent validation of transformation outcomes, key risks, and areas to address before exit£50k–£100k+
Across the portfolioWhere should we intervene? Where is value at risk?Cross-portfolio visibility to prioritise action, focus management attention, and improve capital allocation£75k–£150k+
Standing assurance

For portfolios where a one-off review isn't enough

Standing coverage, not just a single point-in-time check.

Portfolio Monitoring Retainer

Standing coverage across your portfolio

Quarterly, timed to portfolio company board cycles.
From £75k/year
  • Recurring, independent read across priority portfolio companies
  • Delivered ahead of each portfolio company's board meeting, not on a separate calendar
  • Consistent scoring across companies, so risk is comparable — not just reported
  • Built for operating partners tracking 3+ companies at once
Enquire about the Retainer →

A standing product, not a one-off engagement — pricing reflects ongoing coverage, not a single report.

A different approach to assurance

Same rigour. A fraction of the cost and time.

Traditional assurancePerformance Radar
Cost£250k–£500k+ engagementsFrom £20k
Timeline8–12 weeks~2 weeks
TeamLarge teamsLean, focused
ReportingExtensive reportingExecutive-level output
Delivery stanceEmbedded in deliveryFully independent
OrientationRetrospective reportingEarly signal, forward-looking
What you get

Structured, decision-ready output — no long reports, no noise

1

Where value is at risk

Clear view of downside exposure across the programme.

2

What is driving underperformance

The root causes behind missed outcomes and delay.

3

Whether the programme will deliver the value underwritten

Independent assessment of delivery against the value creation plan.

4

What needs to change now

Specific, actionable interventions for management and sponsors.

5

A concise executive readout

Structured, decision-ready output — no long reports, no noise.

Trusted by

Assessed across portfolio companies under real transaction pressure

Toolstation Willmott Dixon SEFE Energy Novuna
"Gave us an independent view of where we stood ahead of a potential transaction — completed in weeks."
CIO, European Commodity Trader

Understand whether your portfolio is delivering the value you paid for — and where to act.

No obligation, no sales pitch — just a conversation about whether it's the right moment to bring in an independent read.