Private capital · Family offices · PE sponsors

IT for private capital — built to scale with your fund, not against it.

Compliance discipline for family offices and fund admins. Acquisition velocity for PE sponsors and portfolio CIOs. One operating model — across funds, portcos, and add-ons.

Book a confidential diagnostic → Ask about portfolio standards

Portfolio review · representative view

Portfolio MSA · 6 portcoscurrent

Tuck-in #4 · 72-hr Day-1 standupcomplete

Per-seat run rate · vs portco #1−15%

SOC 2 evidence · portco #5in progress

IR tabletop · portfolio-widepassed

NDA first

a named lead and NDA on file before discovery begins

30–60 days

target portco cutover window from the seller's IT or legacy MSP

10–20%

lower per-seat cost by your 4th add-on, on a portfolio MSA

72 hr

Day-1 standup commitment — identity, email, and MDR live within 72 hours of close

Two audiences. One operating model.

Whether the buyer is the family or the fund, IT runs the same.

We split our private capital practice into two adjacent lanes — each with its own commitments, both running on the same Operating Model.

Family offices & fund admins

Quiet, audit-ready IT for principals and the CCO.

100% audits clean since 2022

Named lead, NDA on file before discovery begins
SEC, FINRA, and SOC 2 evidence collected on schedule
Quarterly control review tied to your audit binder
Discreet vendor relationships, principal-first helpdesk

PE sponsors & portfolio CIOs

Acquisition velocity and portfolio economics — without re-papering every deal.

72hr Day-1 standup, every portco

Portfolio MSA — one paper, every portco rolls in under it
Day-1 standup within 72 hours of close
Standardized stack across the portfolio
Sponsor-level dashboard — risk, spend, status, side by side

Day 1 to Day 100

Acquisition onboarding, by commitment — not by discovery.

Most MSPs treat each portco like a brand-new client and run a 90–180 day discovery. We treat each one as the next deployment of a known pattern. Here's the timeline you can put in front of your CFO and your operating partner before close.

Pre-close

5 business days

Red-flag IT diligence read for the deal team — environment, posture, risk register

Day 0

Standards already drafted; nothing invented under deal pressure

Day-1 standup

≤ 72 hours

Identity, email, and MDR active on the new portco within 72 hours of close

Cutover

30–60 days

Full migration off the seller's IT or legacy MSP, on a fixed-fee work order

Standardization

60–90 days

Portco aligned to your portfolio stack — synergy capture begins in Q1, not Q3

Steady state

Ongoing

Monthly portfolio review — risk, spend, integration status across every portco

Portfolio economics

Your per-seat cost bends down with every acquisition.

Standardization compounds. Portco #1 is a build. Portco #4 is a deployment. We commit to the curve in your MSA — your finance team sees it on the invoice, and your operating partner sees it on the synergy bridge.

Pre-built M365 baseline shipped on Day 1
Identity migration runbook tested across the portfolio
Vendor consolidation across portcos — one renewal calendar
One MSA, one tax structure, one SLA

Up to −20%

per-seat by your 6th portco · contracted in your MSA

Portco #1Baseline rate

Portcos #2–3~10% lower per seat

Portcos #4–5~15% lower per seat

Portcos #6+up to 20% lower per seat

Per-seat cost · indicative · contracted in your portfolio MSA

What we run for you

A full IT program — tuned for regulated capital.

Every deliverable below maps to a control in your audit binder. Your CCO and your auditor get the same source of truth we do.

Managed IT

Principal-first helpdesk, endpoint monitoring, patch management for Bloomberg / FactSet / Addepar environments. Same SLA across every portco.

Cybersecurity

MDR and email security tuned for wire-fraud and BEC patterns. Quarterly phishing baselines for GPs, LPs, and portco leadership alike.

Cloud

M365 baselined against CIS L1/L2 and shipped as a portfolio standard. Azure-hosted data room with immutable backup and 4-hour RPO.

Strategic advisory

vCIO cadence coordinated with your CCO. Buy-side IT diligence, vendor consolidation, and portco integration plans for the deal team.

Fractional executive

Fractional CIO for single-family offices, emerging managers, and portfolio-level oversight across portcos. Discreet, board-ready, no ego.

Compliance programs

SEC, FINRA, and SOC 2 evidence collection. Your auditor gets a clean folder, not a Slack scramble — at the fund and at the portco.

Frameworks we speak fluently

Your regulator's language — in the audit binder.

We don't "map to" compliance frameworks. We run them. Every client gets a named lead who answers to the auditor directly.

17 CFR § 275

SEC Rule 206(4)-7

Written compliance program, annual review, books & records retention

AICPA TSC

SOC 2 readiness

Security, availability, confidentiality — evidence collection and audit support

FINRA 3110

FINRA supervision

Electronic comms retention, reviewer attestation, WSP alignment

NYDFS 500

Cybersecurity reg

Annual certification, CISO reporting, incident notification within 72h

Why sponsors pick Corvell

Built for the way private capital actually buys IT.

One paper, all portcos

Portfolio MSA across the fund. New add-ons drop in under existing terms — no re-negotiation, no procurement drag.

Standardized handoff runbook

Pre-built deployment runbook you can show at IC and to your operating partner before signing. Nothing improvised at close.

Sponsor-level visibility

One dashboard, every portco. Risk, spend, and integration status — side by side, every quarter.

Two ways to start the conversation.

Whether you're vetting an MSP for a single fund or scoping IT for a roll-up, we can have a substantive answer for you in one 30-minute call.

Book a confidential diagnostic → Ask about portfolio standards