For Investors

Portfolio Technology Advisory

Ongoing technology advisory across the portfolio. Regular operating reviews, board-level risk reporting, and pattern recognition across holdings.

What You Get

Monthly portfolio technology operating reviews
Board-ready technology risk and progress reporting
Cross-portfolio pattern recognition and best practice transfer
Vendor negotiation support and leverage
Technology leadership coaching and succession planning

How It Works

Portfolio advisory is built on pattern recognition. Jon's experience across dozens of organizations makes recurring failure modes visible before they become expensive. Regular operating reviews surface problems while they are still manageable.

Board-level reporting translates technology progress into investment language. Not uptime percentages and deployment counts, but EBITDA impact and risk reduction.

Outcomes from real engagements across Fortune 500 and growth-stage companies.

$30M+in annual cost optimizationCloud, data center, Kubernetes migration, and vendor renegotiation. Single-year EBITDA impact.

$80M+in technology budgets ownedFull P&L ownership. 200+ engineers. 3,000+ applications. 80+ teams.

$0revenue lost to ransomwareFortune 500 incident. 900 locations. Full recovery in 24 hours. Zero revenue impact.

4acquisition integrations ledDue diligence through post-close integration across regulated industries.

Engagement Models

Four structures, each matched to a different stage of the investment lifecycle. The model adapts to what you need.

Pre-close technical assessment scoped to the deal timeline. Deliverable is an independent technology risk and opportunity report.

Typical: 2-4 weeks

Post-close execution sprint converting diligence findings into measurable progress. Quick wins in 30 days, structural changes by day 100.

Typical: 30-100 days

Ongoing technology advisory with regular operating reviews, board-level reporting, and cross-portfolio pattern recognition.

Typical: 6-12 month commitment

Full CTO or VP Engineering authority with operational accountability. Jon sets strategy, shapes architecture, makes decisions, drives execution, and remains accountable for the consequences.

Typical: 3-12 months

Strengthen Portfolio Technology Oversight

Ongoing operating reviews, board-level risk reporting, and cross-portfolio pattern recognition from someone who has operated the systems, not just evaluated them.

Discuss Portfolio Advisory

Portfolio Technology Advisory

What You Get

How It Works

Engagement Models

Diligence

Value Creation Sprint

Portfolio Advisor

Operating Mandate

Strengthen Portfolio Technology Oversight