Your technical operating partner — before, during, and after the deal.

One retained technical partner across the whole deal lifecycle: origination and diligence, signing-to-close and Day One, post-close execution, and AI-era modernization inside the portfolio.

We consolidate the technical diligence you source externally today and carry it through — into an operating roadmap and the execution that follows — instead of a report that stops at risk.

Discuss an operating partner engagement

Retained engagement · from $25K/month · diligence, sprints & licenses scoped separately

The gap in the standard model

Technical diligence names the risk. It rarely helps you fix it.

In lower middle-market vertical SaaS, technical execution drives underwriting quality, Day One readiness, and post-close value creation. But the standard model stops at a report: the risk gets identified, the provider leaves — right when planning and execution begin. The questions that decide the outcome go unanswered:

what you're actually buying, technically
whether the engineering team can execute the roadmap you're underwriting
where the architecture is scalable, fragile, or overbuilt
what has to be fixed before close, on Day One, and in the first 90 days
what AI-era delivery is available — and what it's worth
what to actually do with any of it during ownership

The Heavy Chain model

One technical partner, retained across the deal lifecycle.

Origination → LOI → diligence → signing-to-close → Day One → post-close → bolt-on → modernization

Scoped per deal

Transaction lifecycle support

We consolidate the technical diligence you source externally today and carry it through: what you're buying, whether the team can execute, what to fix before close, and the 30 / 60 / 90-day plan to do it. Underwriting, planning, and execution — connected, not handed off at the report.

Assessment · Sprint · License

Portfolio value creation

Inside the PortCos where execution is the value plan: AI-native delivery modernization on one real funded project, measured before and after, then sequenced across the portfolio by readiness and value at stake.

Included in the retainer

GP operating enablement

Firm-level operating leverage: AI-assisted sourcing signals, reusable diligence templates, and institutional memory across your vertical SaaS deals — so each transaction makes the next one sharper.

Why Heavy Chain

Traditional diligence identifies risk. We help you execute against it.

We identify the technical risk, convert it into an operating roadmap, and stay to help management execute — before the deal, during the deal, and after. With your management teams the posture is insider, not vendor: part of your operating support, not a consultant parachuting in.

The engagement

A retained seat at the fund — then work scoped to demand.

A GP-level retainer gives your investment and operating teams standing access to senior technical judgment: triage on active deals, sequencing across the portfolio, and a clear read on when something stays advisory versus becomes a scoped workstream. It starts as a 90-day engagement, built to convert into an ongoing relationship.

From $25K / month

Scoped separately

Full technical diligence, per deal
Diligence-to-Day-One planning
Post-close value-creation sprints
PortCo assessments, modernization sprints, and ETC licenses
Fractional or interim technical leadership
Bolt-on technical integration

Deal and PortCo work scales with what you're actually doing, so the retainer stays focused on the fund-level seat.

Discuss an operating partner engagement.

Tell us about your fund and your vertical SaaS portfolio — where you're deploying, what technical diligence you buy today, and where execution is constraining the thesis. We'll tell you plainly whether the model fits.