For private equity
Technology that moves the value-creation plan, not just the roadmap.
For sponsors, operating partners and portfolio leadership teams. We plan technology against the hold period, deliver with senior leadership directing AI agent teams, and report in terms owners care about.
What we bring to sponsors
We've been on the operating side of the deal.
Bravo's CEO co-founded and built a home-services company from 1,500 accounts to more than 35,000 across three states; its owners sold part of it in 2023 and completed the exit in 2026. Our CTO has held CTO-level responsibility for a telecom logistics company's technology platform since 2017. We know what a buyer diligences.
- Plans tied to value, time to impact and the hold period
- One accountable owner for every engagement
- Senior engineering, with AI agents doing the volume
- Your existing stack first; platform changes only when the case is made
The playbook
Six plays we offer across a portfolio.
Opportunity assessment
A fixed-price, ranked view of where AI, data and software will move EBITDA in the hold period, including the prerequisite infrastructure and an itemized review of current technology spend.
Fractional CTO for portfolio companies
An experienced CTO who owns the roadmap and the vendors for a portfolio company, with the delivery team that builds it, without a full-time executive search.
Reporting owners can trust
Location-level and consolidated reporting on the systems the company already runs, delivered through Climb Analytics or your BI platform.
Custom software and agents
Portals, audit and exceptions tools, integrations and agent teams, built by senior engineering leadership directing AI and priced as defined scopes.
Acquisition integration
Bring add-on acquisitions onto shared systems and reporting quickly, with one plan for data, access and cut-over.
Built for reuse
We design for reuse, so an approach that works at one portfolio company can be carried to the next.
Field and multi-location services
Where our operating experience runs deepest.
Home and field services are built on route density, recurring revenue, technician productivity and retention. We have run those businesses, and Climb Analytics was built for them. Demand forecasting, retention risk, route and technician performance, and a single customer view all start from data these companies already collect.
Bring us one portfolio company.
We'll assess it, rank the opportunities against your plan and show you what the first ninety days would deliver.