Engagement · PE Portfolio

One compliance runbook for every company in the portfolio.

When each defense-exposed holding buys its own compliance program, every company ends up with a different vendor, methodology, and definition of “done,” and the fund has no comparable view of risk. The Factory Model runs across the portfolio instead: the same production line in each company, reported in one view.

  1. Comparable scores, one dashboardPosture that rolls up across companies
  2. One production line, N companiesSame runbook, tooling, and evidence standard
  3. SequencingWhich companies go through the line first
  4. Portfolio exposure triageWhere DFARS 7012 and CMMC bite first

Why portfolio-level compliance is different

THE PROBLEM

Fragmented risk, invisible at the fund

Each portfolio company self-reports maturity differently. Diligence surprises surface at exit, when remediation is most expensive and least negotiable.

THE MODEL

One production line, N companies

Every holding runs the same Factory sequence (scope, architect, implement, evidence) on the same runbook, tooling, and evidence standard.

THE VIEW

Comparable scores, one dashboard

SPRS-methodology scoring and remediation status roll up the same way for every company, so the fund sees posture it can compare across holdings.

THE EXIT CASE

Compliance as an asset

A certified, operationally maintained compliance program is ready for diligence by construction. At exit it counts as a line of value and stays out of the escrow negotiation.

What the briefing covers

Portfolio Mode

Book a portfolio briefing.

The briefing is for operating partners and deal teams. Tell us the shape of the portfolio (how many defense-exposed holdings and where they sit) and we'll structure the briefing around it. Or email rj@indirectit.com directly.