Technology that moves the multiple.
Helping PE-backed and founder-led software companies reduce technology risk, improve execution velocity, and unlock AI-driven operating leverage.
Engineering org led
120-person org
Transaction lifecycle
Multiple transactions
Compliance delivered
Org-wide SOC 2 Type II
PE hold period experience
Full transaction lifecycle, Vista Equity portfolio
The Lifecycle
Three phases. One operating partner.
Assess — Technology Due Diligence
At acquisition and throughout the hold
- — Technology due diligence (PRISM™)
- — Cybersecurity pre-close assessment
- — AI & data readiness assessment
- — 100-day technology roadmap
Risk contained. No surprises. Deal thesis protected.
Improve & Lead — Hold Period Value Creation
Months 3 to 36
- — Operating platform & ERP modernization
- — AI value creation & deployment
- — Cloud & infrastructure optimization
- — Fractional CTO / CISO / CAIO / CDO leadership
EBITDA moves. Portfolio visibility improves. Multiple expands.
Exit — Sell-Side Technology Diligence
12–18 months pre-exit
- — Sell-side technology diligence
- — Technology equity story & AI narrative
- — Buyer readiness & data room prep
- — Management team Q&A coaching
Exit on your terms. Multiple defended. Clean close.
Engagements
Four tracks across the lifecycle.
Assess — Technology Due Diligence
A structured, financially-translated technology assessment of a potential acquisition target. Five dimensions evaluated, each mapped to dollar impact, remediation timeline, and thesis risk.
Improve — Hold Period Value Creation
Technology modernization, AI deployment, and infrastructure optimization across the hold period — tied to EBITDA, not project milestones.
Lead — Embedded Operating Leadership
Fractional CTO, CISO, CAIO, or CDO — embedded technology leadership accountable for EBITDA outcomes, not deliverables. Without the 12-month executive search.
Exit — Sell-Side Technology Diligence
Running the buyer's technology diligence playbook against your own asset — before the buyer does. Find the gaps. Fix them. Pre-assemble the data room. Defend the multiple.
Frameworks
Named frameworks, versioned.
AI Value Creation Framework
v1.0Turning AI from a cost and distraction into a measurable margin driver. Use case prioritization, governance, and a board-ready AI narrative — all tied to EBITDA, not pilots.
CLEAR™ — Hold Period Operating Framework
v1.0Five phases ending at exit — matching fund economics. PRISM™ diagnoses the asset; CLEAR™ operates it.
Enterprise AI Control Plane
v1.2A unified governance architecture — 4 pillars × 4 lifecycle stages = 16 control domains — that treats AI systems as enterprise operational infrastructure requiring identity, access, observability, and resilience controls.
PRISM™ — Technology Due Diligence Framework
v1.1Five dimensions scored 0–100. Every finding priced as CapEx requirement, EBITDA drag, or exit multiple implication. Not a checklist — a financial instrument.
Who We Serve
Built for three buyers.
PE Deal Partners
Before the LOI, know what you’re buying. PRISM™ technology due diligence translates engineering risk into deal terms — Gate, Price, Thesis, or Lever — before you sign.
PE Operating Partners
Across the hold, a technology operating partner who treats the portfolio’s tech stack as a value creation lever, not a cost center to monitor from a distance.
Portco Management Teams
Embedded technology leadership when you need it — fractional CTO, CISO, CAIO, or CDO — without the 12-month executive search.
Representative Outcomes
What we have actually done.
PE-backed analytics platform, Vista Equity hold period.
Platform Growth
$500K → $60M ARR
Services-to-SaaS transformation
Engineering Leadership
120-person org
Full technology org scope
Cybersecurity
Org-wide SOC 2 Type II
All 6 business functions
Cloud & Infrastructure
60% cost reduction
At petabyte scale
Operational Efficiency
3 months → 8 hours
Onboarding compression
AI & Engineering
30% productivity gain
Engineering modernization
M&A Execution
Multiple transactions
25% post-integration improvement
Patents
2 US patents
Named inventor, AI/ML
Team
An operating platform.
Anchor Operating Partner
Sujit Maharana
Operating Partner, Technology Value Creation
Tech Due Diligence · Fractional CTO/CISO · AI & Data Transformation
Operating Partner at Crescent Capital Advisors, leading technology value creation across the PE investment lifecycle. Previously led a full technology organization — engineering, security, IT, and operations — through a complete PE hold period and exit, including multiple transactions and an org-wide SOC 2 Type II certification. Co-founder, CISO and VP Product Engineering at Veekrypt.
Principal
Bass Zanjani
PE Operating Partner, Crescent Capital Advisors
Drives portfolio company relationships and deal flow across CCA’s private equity network.
PE Relationships · Business Development
Operating Partner
Q3 2026
Operating Partner
Q4 2026
Tools
Role-specific diagnostics.
For CEOs, COOs, and CTOs — coming soon.
Coming Soon
CEO Diagnostic
Where technology is quietly capping enterprise value.
Coming Soon
COO Diagnostic
Where execution breaks down between strategy and delivery.
Coming Soon
CTO Diagnostic
Where the engineering org stands against the value creation plan.
Newsletter
The Portco Brief
A short brief for PE operating and deal teams — how technology is moving the multiple, read in five minutes. New issue most weeks, no filler.
Let’s find what’s moving your multiple.
Whether you’re pre-close on a target or three years into a hold, the first conversation is the same: where technology is protecting the thesis, and where it’s capping the multiple.