Insights
Private equity and portfolios
170 guides · page 4 of 4
Specialty manufacturing platforms: quality and maintenance records as assets
Manufacturing private equity AI value creation often rests on quotes, NCRs, CAPAs and maintenance logs. See which records count and what must stay out.
Sponsor consent rights: when a portfolio company needs fund approval
Sponsor consent rights decide which portfolio company deals need fund approval. See the usual reserved-matters list and where a data license tends to fall.
Staffing roll-ups: ATS histories, candidate privacy and AI
Staffing firm roll-up data, sorted by risk: why candidate personal data stays out, and which job orders and placement workflows can be prepared for AI.
Staffing roll-ups: consolidating ATS data across add-on acquisitions
Staffing roll-up ATS consolidation, step by step: check rights per acquired database, dedupe candidates safely, then decide what to migrate or archive.
Stock purchase vs asset purchase: what happens to data rights
Data rights in a stock purchase vs asset purchase: what carries over automatically, what must be listed and assigned, and where consents and privacy apply.
Sunsetting a software product: what to do with customer data
Sunset software product customer data checklist: notices, export windows, deletion commitments, what you may keep, and a value review before deletion.
Surveying roll-ups: merging decades of field records across acquired firms
Surveying firm acquisition integration: a checklist and a shared index schema for merging field books, raw data, CAD files and plats across acquired firms.
Telematics data after fleet acquisitions: who owns it?
Telematics data ownership after a fleet deal turns on vendor terms, deal structure and driver privacy. See who controls what and which clauses to read.
The DOJ bulk data rule: what portfolio companies licensing data must check
The DOJ bulk data rule for portfolio companies licensing records: data categories, bulk thresholds, countries of concern and covered transactions to check.
TMS and WMS consolidation after logistics acquisitions
TMS consolidation after an acquisition can break the links between shipments, exceptions and claims. A checklist for legacy TMS and WMS history.
Transition services agreements: securing data access before day one
A transition services agreement data access checklist: export formats, depth of history, access end dates and deletion certificates to agree before signing.
TSA ends: getting your records out of the former parent's systems
Transition services agreement data handover, step by step: what to pull from the parent's systems, export traps, and what to verify before access ends.
Updating SaaS terms for AI: clauses to add across acquired products
How to add AI clauses to SaaS terms across acquired products: nine clauses to check, where each belongs, and a rollout plan that follows renewals.
Value creation levers for AEC private equity platforms
The value creation levers AEC platforms rely on, from pricing and utilization to cross-sell and systems, and how a record assessment adds data as a lever.
Value creation levers in home services platforms, including data
Six value creation levers for home services platforms, from pricing to dispatch and data, with the FSM or ERP record that shows whether each lever is working.
Value creation plays for PE-backed consulting firms in 2026
Value creation plays for PE-backed consulting firms in 2026: pricing, utilization, AI leverage, productized IP and firm records, with a KPI for each.
What AI data buyers look for in a multi-company supply
What AI data buyers look for when several portfolio companies supply records together: matching record types, rights per company, comparable schemas, refresh.
What data has already left an acquired company through AI tools?
An audit checklist for data exposure through AI tools at an acquired company: SaaS AI features, vendor training settings, browser tools and bulk exports.
What to do with acquired companies' old systems in a buy-and-build
Add-on acquisition system integration by system: when to migrate, archive, retire or review legacy history for value, and which rights checks come first.
Where data belongs in a 100-day plan after an acquisition
A 100-day plan acquisition template with a data workstream: inventory, rights, retention, systems to retire and a value review, phase by phase, with owners.
Where data licensing fits in a value creation plan
Data licensing in a value creation plan: where the lever sits next to pricing, procurement and AI efficiency, who owns it, and which approvals it needs.
Which entity should book data license revenue in a holding structure?
Which entity books revenue in a holding company data license? Start with the subsidiary that owns the records and rights, then test shared-services cases.
Who owns portfolio company data: the fund, the holdco or the operating company?
Who owns portfolio company data? Usually the operating company, within its contracts. A ladder for funds, holdcos and opcos, and who signs a license.
Who pays for data licensing preparation: fund, holdco or portfolio company?
Who pays portfolio company project costs in a data licensing program? A cost-by-cost table for fund, holdco and portfolio company, plus allocation checks.
Why AI pilots in portfolio companies stall, and the data reason behind it
Why AI pilots fail in portfolio companies: five stall causes mapped to the missing records, plus a sample test to run before funding the next pilot.
Writing down or winding down a portfolio company: data steps for the sponsor
Winding down a portfolio company? A sponsor checklist for records: preserve before subscriptions end, meet retention duties and assess licensable history.