Blog categories
Topics a PE operating partner can actually use.
Each category is a real, indexed archive — not a dead chip. Posts stay inside Valty’s job: translating cyber evidence into a challengeable loss-exposure range for portfolio operations.
1 posts
PE portfolio operations
Hold-period operating notes for PE operating partners: what to ask a portco, what evidence to keep, and which cyber questions belong in the next board or IC cycle.
1 posts
PE and AI
How PE firms and portfolio companies adopt AI without treating a model card as a risk transfer. Governance language, authorization, and financial exposure.
1 posts
Referenced news
Citable cyber, finance, and regulatory developments a PE operating partner should know, with sources, limits, and the decision the news actually changes.
1 posts
Research papers
Readings of standards and papers that change how operators quantify cyber loss exposure: method, assumptions, and what the document does not prove.
3 posts
Cyber loss exposure
Translating verified control posture and findings into a P10–P90 loss-exposure range, net of insurance, that a CFO or operating partner can challenge.
1 posts
Board and IC
Board briefs and investment-committee memos: dollar ranges, drivers, confidence, and the source evidence behind each claim.
2 posts
Disclosure and insurance
SEC materiality, 8-K clocks, and underwriter-reviewable evidence: what a disclosure or renewal file has to show, and what adjectives cannot carry.
7 posts
CMMC and federal
CMMC, SPRS, CUI scoping, and defense-industrial readiness: what the rule requires, what a pause does not waive, and how to keep evidence defensible.
2 posts
Operating notes
How Valty writes, gates claims, and separates public positioning from workspace-bound implementation detail.