Technology value creation · private equity and portfolio companies
Turn technology into realised value
A technology value creation partner for private equity and portfolio companies, from diligence to verified result.
- Identified01
- Validated02
- Approved03
- Implemented04
- Verified05
01Why now
Technology sits inside the investment thesis. Its value is rarely managed that way.
The platform to scale, the systems to integrate, the cost base to reset: technology now carries part of most theses. With less to gain from multiple expansion, value creation has to come from operations, and technology is one of the largest operating levers that few plans measure with the same discipline.
02The value ledger
One figure, five states, two columns
Every figure we report carries one of five states. A forecast never counts as a result until the evidence is in.
A PE-backed B2B distribution group, EUR 140m revenue. After two add-ons it runs three CRM and field-service tools that do one job.
- Forecast value€1.10ma year, overlap in licences and supportVerified value—nothing realisedSigned off by Mirivis with the IT leadEvidence: Contracts, licence counts, support invoices
- Forecast value€0.82ma year, after usage tests, notice periods and exit feesVerified value—nothing realisedSigned off by Finance and the business ownerEvidence: Usage tests, notice periods, exit fees
- Forecast value€0.64ma year, net of a €0.18m one-off migration costVerified value—nothing realisedSigned off by Leadership teamEvidence: Business case, migration cost estimate
- Forecast value€0.64ma year, still a forecast onlyVerified valuePendingawaiting twelve months of invoicesSigned off by Delivery team or partnerEvidence: Termination notices, migration sign-off
- Forecast value€0.64mthe approved forecast, now closedVerified value€0.61mevidenceda year, in invoices and the general ledger over 12 monthsSigned off by CFOEvidence: Invoices, general ledger, 12 months
03Six levers
Where value comes from
- 01
Structural cost
Applications, infrastructure, vendors and contracts that cost more than they return.
- 02
Acquisition synergies
Overlapping systems and teams after a buy-and-build, merged against a plan with a number on it.
- 03
Revenue and operations
Technology that removes friction from selling, serving and running the business.
- 04
Investment discipline
Change programmes held to an economic case before, during and after the spend.
- 05
Resilience
Risk in systems, suppliers and security, priced into the value plan rather than left beside it.
- 06
AI as a lever
Where AI changes the cost base or operating model, assessed with the same evidence as any other lever.
04Where to start
Start with a Technology Value Reset
A focused review of technology spend, contracts, applications, delivery and data. It ends in a plan leadership can act on, with every figure in its ledger state.
- 2–6 weeksDuration
- Fixed feeAgreed before we start
- 90-day planWhat leadership receives
05Who we work with
Two sides of the same plan
Private equity firms
Deal teams, portfolio operations and operating partners who need technology inside the value creation plan.
Private EquityPortfolio companies
CEOs, CFOs and leadership teams of PE-backed businesses with EUR 20m–500m revenue. Across Europe, from Luxembourg, France and the Netherlands.
Portfolio CompaniesNot the right fit if
- You want software or licences resold.
- You want a certification or a full technology audit.
- You want a dashboard rather than decisions.
- You expect a guaranteed savings figure before work starts.
06From pre-deal to exit
Across the deal lifecycle
We work with both sides of the deal, the investor and the management team, through the whole lifecycle from pre-deal to exit. Each stage asks a different question of technology, and the same ledger carries the figures from one stage to the next.
- Stage 01Pre-deal
What is the technology worth to the thesis, and what will it cost?
Due Diligence - Stage 02First 100 days
Where is the value, and what do we do first?
Technology Value Reset - Stage 03Hold
Is the value in the plan actually arriving?
Continuous Value Management - Stage 04Add-ons
How do we combine systems without losing the synergy case?
Execution & Integration - Stage 05Exit
Can we evidence what technology delivered?
Continuous Value Management
Start a conversation
Tell us about the investment or the business, and what you need technology to deliver.