Technical owner reps for portfolio-company value creation.
Private equity teams are under pressure to separate AI theater from EBITDA impact, assess technical risk faster, and modernize portfolio-company systems after close. We help investors and operators evaluate technology, supervise implementation, and build repeatable AI and data playbooks across the portfolio.
We help investors turn technology risk into a disciplined operating plan.
PE firms and portfolio companies need a technical partner who can speak with deal teams, CEOs, CFOs, operators, vendors, and engineers. We identify the systems that create drag, define the modernization path, and keep implementation tied to enterprise value.
Run practical tech diligence
Assess architecture, scalability, product risk, security posture, data quality, vendor dependency, AI claims, and integration debt before the deal closes.
Build the post-close roadmap
Prioritize ERP, CRM, finance, data, cybersecurity, workflow automation, and AI projects around the first 100 days and the investment thesis.
Deploy repeatable AI operations
Create playbooks for reporting, sales ops, customer support, finance workflows, knowledge search, procurement, and internal productivity across portfolio companies.
Where PE teams need technical leverage
The firms that win with AI and modernization will not just buy software. They will clean up architecture, standardize data, secure identity, and put agents where they change workflows and economics.
Pre-close diligence for codebases, data architecture, cybersecurity, cloud spend, product scalability, vendor dependency, and AI defensibility
100-day technology plans for ERP, CRM, finance stack, data warehouse, reporting, identity, security, and operating workflows
AI use-case selection that separates EBITDA impact from novelty across sales, support, finance, operations, and product teams
Portfolio reporting systems for KPI definitions, board packs, revenue operations, customer health, margin drivers, and integration status
Vendor selection and implementation oversight for portfolio-company migrations, cleanups, and automation programs
Cybersecurity, access control, compliance readiness, incident response, and AI-agent permissioning before scale or exit
Give deal and operating teams a technical partner who can move from diligence to delivery.
The strongest PE technology work is practical, repeatable, and tied to value creation: faster diligence, cleaner systems, better reporting, fewer cyber surprises, and AI workflows that actually change operating economics.
Technology diligence and AI hype checks
Review the target's stack, data quality, AI claims, integration risk, security posture, engineering practices, vendor contracts, and scalability constraints.
ERP, CRM, and data cleanup
Modernize the systems that drive forecasting, sales operations, financial close, customer health, margin visibility, board reporting, and exit readiness.
Portfolio AI operating playbooks
Deploy governed agents for knowledge search, sales follow-up, support triage, finance operations, procurement, management reporting, and workflow automation.
Bring us in before technology risk gets priced into the deal or buried after close.
If your team is running diligence, building a 100-day plan, modernizing ERP or CRM, improving reporting, assessing cyber risk, or deploying AI across portfolio companies, Delta Tech Partners can provide the technical ownership needed to move from thesis to execution.
Schedule a Portfolio Tech Review