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Industries / Private Capital
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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 assessment → Request our portfolio playbook
Portfolio review · Q1 2026
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
100%
clean audits since 2022 — no findings, no matters for further consideration
30–60 days
median portco cutover from the seller's IT or legacy MSP
10–20%
lower per-seat cost by your 4th add-on, on a portfolio MSA
0
client breaches, lifetime
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.

A

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
B

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.

01
Pre-close
5 business days
Red-flag IT diligence read for the deal team — environment, posture, risk register
02
Close
Day 0
Standards already drafted; nothing invented under deal pressure
03
Day-1 standup
≤ 72 hours
Identity, email, and MDR active on the new portco within 72 hours of close
04
Cutover
30–60 days
Full migration off the seller's IT or legacy MSP, on a fixed-fee work order
05
Standardization
60–90 days
Portco aligned to your portfolio stack — synergy capture begins in Q1, not Q3
06
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 Type II
Security, availability, confidentiality — Type II audited annually
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.

01
One paper, all portcos
Portfolio MSA across the fund. New add-ons drop in under existing terms — no re-negotiation, no procurement drag.
02
Standardized handoff runbook
Pre-built deployment runbook you can show at IC and to your operating partner before signing. Nothing improvised at close.
03
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 45-minute call.

Book a confidential assessment → Request our portfolio playbook