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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.
Private equity cyber risk: beyond the vishing alert
Turn a vishing warning into a post-close cyber-budget decision: verify identity gaps, compare treatment costs, assign owners, and test the changes you fund.
Portfolio Review Notes: AI Governance and Board Oversight
Two August 2026 governance publications raise practical questions for PE operators: who owns AI decisions, what evidence reaches the board, and which gaps need funding?
What a PE operator should take from NACD’s 2026 cyber-risk handbook
The fifth edition is a board-oversight document, not a scoring product. Here is how an operating partner can use its six principles at a portfolio company without pretending the handbook priced the hold period.