Technical diligence that connects to portfolio execution.
Examine architecture, codebase dependencies, and cloud economics before the next portfolio decision. Support carve-outs, platform consolidation, and post-acquisition modernization with technical assessment and implementation planning grounded in the actual application estate.
For PE Operating Partners, Value Creation Leads & Interims
Request your Executive Strategy SessionTurn a diligence finding into an executable portfolio decision.
Illustrative workflow
Application estate → dependency and cost analysis → investment priorities → separation or integration milestones.
Codebase & architecture diligence
Inspect application dependencies, deployment practices, security findings, and licensing considerations to inform the technical work plan.
Cloud carve-outs & platform separation
Map shared identity, network, data, and application services. Define separation milestones, migration validation, and transition-service dependencies.
Portfolio integration & cloud FinOps
Assess infrastructure utilization, cost allocation, and integration requirements across portfolio systems to prioritize engineering investment.
Know what the work will produce.
Begin with an application or infrastructure diligence workstream. The proposed paid engagement can produce the following outputs, with coverage confirmed after the introductory session.
- Technical findings with evidence, access limitations, and dependencies clearly separated.
- Investment priorities covering business impact, engineering effort, transition constraints, and unresolved risks.
- Execution plan assigning workstreams, decision owners, validation gates, and handover requirements.
Questions we will work through
Which services depend on the seller or parent? What deadlines are tied to transition agreements? Where do operating costs and technical risks need clearer evidence?
Delivery responsibilities
Operating partners receive a decision-ready work plan; portfolio technical leaders retain architecture and change authority. Follow-on engineering can address selected findings within the portfolio company’s existing hosting and vendor arrangements.
One work plan. Clear delivery ownership.
Executive advisory translates the business priority into architecture decisions, investment choices, and an implementation backlog. Engineering works from that backlog, with demonstrations and acceptance checks that connect progress to the original objective.
Choose the engagement
Start with an assessment, assign a defined implementation, or embed specialists alongside your team. Managed Cloud Services can follow when ongoing operations are needed.
Identify the leads
The proposal identifies the 3B delivery lead, technical responsibilities, and your authorized decision-maker. For embedded work, your team directs priorities; for managed delivery, the engagement assigns delivery management to 3B.
Assemble for the work
Roles follow the architecture and workload: application, data, cloud, security, or domain specialists as required. Confirm qualifications, availability, access approvals, and handover responsibilities before kickoff.
Already own your hosting? We work with you.
We can work within your cloud accounts, existing infrastructure, or hosting-provider arrangements. A move to 3B-managed hosting is not a prerequisite. We coordinate with your technical team and hosting partners on access, deployment, monitoring, and change approvals.
Before implementation, the delivery plan identifies what stays with your team, what 3B will operate, and how code, data pipelines, infrastructure configuration, and documentation will be handed over. Managed Cloud Services can support the operating model you choose.
Bring the workflow. Leave with a clear next step.
Use the complimentary Executive Strategy Session to discuss the priority, assess delivery fit, and identify the next engagement. Before paid work begins, review the proposed outputs, responsible specialists, access requirements, and acceptance criteria.
Request your Executive Strategy Session