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Private equity portfolio software advisory
Advisory / Private Equity

PE Portfolio Software Licensing Advisory

We run 100 day plans, audit defense, and renewal benchmarks across the portco estate. Your side counsel for sponsors, operating partners, and portco CFOs.

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100Day Plans
$2B+Under Advisory
Fixed fee or contingency at 25% of savings. On contingency our fee is 25% of the savings we deliver and you keep 75%: no savings, no fee, zero risk.
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500+ Enterprise Clients Industry Recognized $2B+ Under Advisory 11 Vendor Practices 100% Independent
When we help

Three moments we step in

Scenario 01
Portfolio company audit
A publisher has opened an audit on a portco. The claim threatens EBITDA, distorts the next quarter, and the response window is open.
Scenario 02
Add on acquisition
A tuck in is closing. Licenses must consolidate cleanly into the platform without triggering publisher reset clauses or stranded estate.
Scenario 03
Carve out exit
A sale or divestiture is in motion. Licenses must transfer to the client without breaking the parent agreement or attracting audit posture.
How we help

Four phase engagement procedure

Phase 01
Scope and 100 day plan
Portco scope, sponsor reporting cadence, and a 100 day plan with quick wins and a your side estate baseline. No data crosses to the publisher.
Phase 02
Deployment review
Publisher measurement reviewed against the baseline. Metric contestation drafted. Audit response file assembled for portco legal sign off.
Phase 03
Negotiation
Negotiation sequenced across audits, add ons, and renewals. Multi year price book locked. Sponsor and operating partner briefed.
Phase 04
Close and side letter
Side letter signed. Audit findings sealed off from the renewal. Portfolio level governance handed over to the operating team.
Deliverables

What you get at close

01
100 day plan
Quick win cost takeouts, audit posture review, and a your side estate baseline within the first 100 days of ownership.
02
Portco audit response file
Legal containment, written communications protocol, and the parallel independent deployment review for the portco under audit.
03
Recurring cost optimization
Renewal benchmarks, license rightsizing, and a multi year price book locked across the portco estate.
04
Add on integration plan
License consolidation roadmap for tuck in acquisitions without triggering publisher reset clauses or stranded estate.
05
Carve out transfer pack
License transfer instrument for sale or divestiture, with publisher consent strategy and stranded license treatment.
06
Sponsor briefing deck
Operating partner and sponsor summary of claim posture, EBITDA impact, residual risk, and recommended forward position.
Outcome

What changes after we engage

15 to 35%
Recurring cost
takeout typical
100
Day plan to
quick wins
90%+
Average audit
claim reduction
48hr
Engagement
opening time
100%
Your side
independent
Engagement model

Two ways to engage

Pick the option that matches your posture. Fixed Fee for a single portco audit, add on integration, or carve out. Vendor Shield for continuous always on defense across the portfolio.

Option A

Fixed Fee Engagement

Scope
Single portco audit, 100 day plan, add on integration, or carve out exit. Fixed scope from day one.
Timeline
Six to fourteen weeks typical. Same week start once scope is signed.
Pricing
Fixed fee. Quoted on scope. No hourly billing.
Best for
Active portco audit, fresh acquisition, or planned exit with a defined transaction date.
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Option B

Vendor Shield

Scope
Continuous portfolio defense. Estate monitoring, renewal oversight, standing negotiation counsel across portcos.
Timeline
12 to 24 month subscription. Renews annually.
Pricing
Annual subscription. Quoted on portfolio size.
Best for
Sponsors that want a standing negotiation counsel across every portco at the same time.
Vendor Shield detail →
“
A portco landed in audit two months after close. Redress isolated the claim, found seven figure recurring savings on the same estate, and we exited the audit without touching reserves.
Operating Partner, Mid Market PE Sponsor
Software focused fund
Buyer side advisory boardroom

Your next portfolio motion is an opportunity

Portco audit, add on acquisition, or carve out exit. We start where you are.

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Negotiation intelligence, monthly

One letter a month. Negotiation moves, audit signals, and price book shifts.