We help private equity firms identify, assess, and develop Technology Operating Partners, AI Operating Partners, and portfolio technology leaders who can connect diligence, technology strategy, AI, data, modernization, and portfolio transformation to the investment thesis and value-creation plan.

A Technology Operating Partner helps private equity firms assess technology during diligence, shape portfolio-company technology strategy, identify modernization priorities, and support value creation across the hold period. The role may span platforms, product, data, digital transformation, cyber, and technology-enabled operational improvement.

AI Operating Partners help identify where AI can improve productivity, growth, customer experience, or operating performance across portfolio companies. They also assess data readiness, prioritize use cases, establish governance, and help management teams move from AI pilots to scalable initiatives tied to measurable value creation.

The strongest Technology and AI Operating Partners combine technology or AI depth with commercial judgment, transformation experience, and the ability to influence CEOs, boards, investment teams, and portfolio-company leaders. They need to connect technical decisions to the investment thesis, P&L impact, and pace of value creation.

We have not seen a one single model; some firms build broad technology operating-partner teams, while others add specialist AI, data, cyber, or product expertise. The right structure depends on portfolio needs, sector focus, investment strategy, and which capabilities should sit centrally versus within individual portfolio companies.