Crescent Capital Advisors· Technology

Work we've done behind closed rooms.

These are anonymized summaries of engagements we ran. The detail underneath belongs to the client and stays with the client; we don't circulate it, under NDA or otherwise. If one of these patterns looks like your situation, we'll talk it through with you.

PE-Backed EdTech Platform · Large-Cap PE Firm

Services-to-SaaS Transformation

A services business acquired into a PE portfolio, rebuilt as a product company. Platform modernization and new SKUs carried revenue up roughly 120x across the hold, and the same seat ran the sell-side positioning at the end of it.

Analytics & Data Platform

Cloud & Data Modernization

Cloud spend at petabyte scale was growing faster than load. Right-sizing plus a modular rebuild on CI/CD and infrastructure-as-code took roughly 60% out of the run-rate and compressed customer onboarding from three months to eight hours.

Security Product Company

Org-Wide SOC 2 & Product Engineering

Security ownership and product engineering carried in one seat. The certification ran as a cross-functional program, with every function that touched customer data owning its own controls and its own evidence.

See the deliverable first

What a PRISM read looks like, before you ask.

The PRISM sample is an illustrative composite we wrote, drawn from no single engagement. It walks the anatomy of a technology due diligence report: the section spine, the 0 to 100 scoring, the GATE/PRICE/THESIS/LEVER classification, and how evidence confidence gets recorded against every finding. Read it to judge the rigor of the deliverable before you talk to us.