Technology Advisory for Private Equity
Technology diligence, value creation, and high-stakes operating support for investors and executive teams. From pre-close assessment through exit readiness.
Others may bring more diligence engagements. Jon brings the experience of actually owning the systems being diligenced.
The Investment Lifecycle
Technology advisory structured around the four phases of the investment lifecycle. Each phase has different questions, different deliverables, and a different engagement model.
Underwrite
Pre-Close Technical DiligenceIndependent technical assessment that goes beyond the stack audit. Nocelion evaluates architecture risk, team capability, vendor exposure, and operational maturity against the investment thesis.
- Architecture risk and technical debt assessment
- Vendor concentration and licensing exposure analysis
- Team capability and organizational structure review
$30M+ in annual cost optimization through licensing, architecture, and vendor analysis
Learn more →Mobilize
First 100 DaysPost-close value creation sprint that converts diligence findings into an execution roadmap. Prioritized by EBITDA impact, sequenced for quick wins and structural change.
- 100-day technology value creation roadmap
- Quick-win identification and execution
- Technology cost optimization plan
From 18-month stall to revenue in 90 days at a portfolio company
Learn more →Operate
Portfolio AdvisorOngoing technology advisory across the portfolio. Regular operating reviews, board-level risk reporting, and pattern recognition across holdings.
- Monthly portfolio technology operating reviews
- Board-ready technology risk and progress reporting
- Cross-portfolio pattern recognition and best practice transfer
100% critical-season uptime after four consecutive years of failures
Learn more →Exit Readiness
Technology Posture for ExitPreparing the technology story for exit. Clean architecture, documented systems, defensible IP, and a technology narrative that supports the multiple.
- Technology due diligence preparation package
- Architecture documentation and system inventory
- Technical debt remediation roadmap
Hundreds of edge locations standardized in under 6 months
Learn more →Engagement Models
Four structures, each matched to a different stage of the investment lifecycle. The model adapts to what you need.
Diligence
Fixed-feePre-close technical assessment scoped to the deal timeline. Deliverable is an independent technology risk and opportunity report.
Typical: 2-4 weeksValue Creation Sprint
30-100 day engagementPost-close execution sprint converting diligence findings into measurable progress. Quick wins in 30 days, structural changes by day 100.
Typical: 30-100 daysPortfolio Advisor
Monthly retainerOngoing technology advisory with regular operating reviews, board-level reporting, and cross-portfolio pattern recognition.
Typical: 6-12 month commitmentOperating Mandate
Interim or embeddedFull 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 monthsDiscuss a Deal or Portfolio Company
Pre-close diligence, post-close value creation, ongoing advisory, or exit preparation. Every engagement starts with understanding what the investment thesis requires from technology.
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