Engagement · PE Portfolio

One runbook across the portfolio. Not five inconsistent programs.

Defense-exposed holdings each buying their own compliance program means five vendors, five methodologies, five definitions of “done” — and no comparable view of risk at the fund level. The Factory Model runs horizontally: the same production line, per 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 identically across companies, so the fund sees real, comparable posture — not vendor-flavored summaries.

THE EXIT CASE

Compliance as an asset

A certified, operationally maintained compliance program is diligence-ready by construction — a value line at exit instead of an escrow negotiation.

What the briefing covers

Portfolio Mode

Book a portfolio briefing.

For operating partners and deal teams. Tell us the shape of the portfolio — number of defense-exposed holdings, where they sit — and we'll structure the briefing around it. Or email rj@indirectit.com directly.