Private Equity Technology & Data Advisory

Technology & Data that Protect Valuation and Accelerate Exits.

Technology & Data Due Diligence | Post-Acquisition Value Creation | Fractional Operating Partnership

38% cost reduction · $2.1M+ risk identified · Exit-ready platforms

Why Technology & Data Matter in PE

Most value leakage happens post-close
Cloud waste directly erodes EBITDA
Poor reporting lowers exit multiples
The Problem

We solve the tech & data problems that hurt valuation, slow growth, and reduce returns

01

Hidden Technology Risk

Hidden technology risk not captured in financial DD that surfaces post-close and erodes value.

02

Cloud Waste Eroding EBITDA

Cloud waste eroding EBITDA without accountability, optimization strategy, or cost attribution.

03

Fragile Data Infrastructure

Fragile data infrastructure limiting growth, blocking M&A integration, and slowing decision-making.

04

Executive Reporting Delays

Executive reporting delays impacting decisions at the board level and reducing exit confidence.

05

Key-Person Technical Risk

Key-person technical risk threatening operational continuity and scalability post-acquisition.

Our Approach

How We Help

A PE-focused, results-first methodology designed for fund timelines and portfolio value creation.

STEP 01

Rapid Technology & Data Assessment

Identify risk, bottlenecks, cost inefficiencies, and tech debt across the portfolio company's technology stack and data infrastructure.

STEP 02

Risk & Value Mapping

Quantify EBITDA impact and prioritize levers. Map each finding to financial outcomes that matter to fund leadership and LPs.

STEP 03

Actionable 90-Day Post-Acquisition Plan

Clear, sequenced steps to mitigate risk and unlock growth. Executable by existing teams or with our fractional support.

What Matters to PE

Outcomes We Deliver

38% Reduction in Cloud & Analytics Spend

Measurable cost reduction through optimization, right-sizing, and spend attribution.

$2.1M+ Risk Exposure Identified

Technology and data risks quantified before they erode post-close value.

Reporting Cycle: Days to Hours

Faster, reliable executive reporting that boards can act on with confidence.

Scalable Data Platforms

Infrastructure supporting multiple expansion, M&A integration, and operational scaling.

Exit-Aligned Roadmap

Clear technology roadmap aligned with value creation thesis and exit timeline.

Proof

Case Studies

Tech & Data Due Diligence

Pre-Acquisition Technology Assessment for Mid-Market SaaS Company

Conducted rapid technology and data due diligence for a growth equity fund evaluating a $50M+ SaaS acquisition. Identified critical infrastructure risks and quantified remediation costs that directly influenced deal structuring.

3 wks Assessment
$2.1M Risk Identified
12% EBITDA Visibility

Post-Acquisition Value Creation

Data Platform Modernization & Cost Optimization for PE Portfolio Company

Led a 90-day post-acquisition value creation initiative focused on cloud cost optimization, reporting modernization, and data platform scalability for a consumer services portfolio company.

38% Cost Reduction
90 days Full Execution
4x Reporting Speed
About

About DAR Advisory

DAR Advisory partners with Private Equity and Growth Equity funds to bridge the gap between technology execution and financial outcomes.

With 18+ years of experience as a data and technology operator, architect, and advisor, we specialize in identifying risk and unlocking value through data & tech. We work embedded with fund teams and portfolio company leadership to deliver measurable outcomes.

Operating Advisors
Fractional Heads of Data
Due Diligence Leads
AR

Alejandro D. Ramos

Founder & Managing Director

18+ Years
MS Statistics
50+ Companies
Connect on LinkedIn
Get Started

Ready to assess your tech & data risk
and unlock value?

No pitch decks. Just a focused conversation about your specific situation.