Private Equity · Operating Partner Engagement · From $10,000/month
Fractional CTO Services for Private Equity Firms & Portfolio Companies
Senior fractional CTO leadership for PE operating teams and the portfolio companies they manage. Pre-close diligence, post-close value creation, CTO replacement, and multi-portco thematic engagements.
Pre-close tech due diligence
Senior architecture and team review before transactions close. Often complementary to specialist DD firms (Crosslake, West Monroe) — we provide a continuous engagement that bridges into post-close work, rather than a one-time DD report.
Post-close value-creation augmentation
Most common pattern. Embedded in the portfolio company for 6–18 months executing the value-creation tech thesis from the diligence report. Cloud migration, security uplift, AI rollout, ERP modernization, M&A integration playbook.
CTO replacement during transition
Portfolio company CTO leaves; the board needs continuity for 6–12 months while running a full-time search. Embedded-tier engagement replaces the departed CTO during the search and helps recruit the permanent replacement.
Multi-portco thematic engagements
One fractional CTO works across 2–4 portcos on a coordinated theme — AI rollout, cybersecurity uplift, post-merger integration, cloud migration playbook. Operating-partner-managed engagement structure.
Two Engagement Models
Firm-level vs. portco-level engagement.
Firm-level engagement
Operating-partner-managed engagement where one fractional CTO works across multiple portfolio companies on coordinated themes (AI rollout, cybersecurity uplift, post-merger integration). The operating partner provides governance and prioritization; the fractional CTO works directly with portco CEOs and engineering leaders. Best for sub-$5B AUM firms with 8–25 active portcos.
Portco-level engagement
Embedded fractional CTO at a single portfolio company for 6–18 months, executing the value-creation thesis from diligence or replacing a departed CTO during a transition. Reports primarily to the portco CEO with dotted-line accountability to the operating partner. Best for portcos under $200M in revenue where a full-time CTO isn't yet justified.
Portco Embedded
$30,000 / month
3+ days/week, 6–18 months
Embedded fractional CTO at a single portfolio company. Value-creation execution, CTO replacement, or exit-readiness work.
Multi-Portco Thematic
$50,000 / month
2–4 portcos, 12 months
One fractional CTO across multiple portcos on a coordinated theme (AI, security, integration). Operating-partner-managed.
Pre-Close DD Support
Project-scoped
2–6 weeks per transaction
Tech and team review on transactions, complementing or substituting for a specialist DD firm. Bridges into post-close work.
Healthcare SaaS scale
Scaling an EMR platform to 4,000+ US clinics — translatable to PE-backed healthcare SaaS scale playbooks
Cost takeout / value creation
Saved $1M+ at Mercer by killing wrong tech investments — direct fit for PE value-creation theses
Exit readiness
A'alda from founding through Tokyo IPO — exit-readiness patterns for PE hold-period preparation
Operating partner conversation in 30 minutes.
We'll talk through your portfolio, the value-creation thesis, and where embedded fractional CTO leadership fits. No deck, no pitch — just an honest read on whether we're the right shape.
Book a Free 30-Min Strategy Call →