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Rodan · Private equity

Governance priced into the deal

In a portfolio context, data governance is not a back-office hygiene item. Weak governance shows up at acquisition, during the hold and at exit.

Use the governance toolkit with our private equity overlay: portfolio data standards, DD playbooks, 100-day governance plans and exit-readiness clocks. CFO owns governance at the portco, not IT.

Fund and portco level

  • Portfolio data standard: common metric definitions, cadence and format across portcos
  • DD data playbook: standard tech and data workstream on every deal
  • 100-day governance plan: ownership assigned, register built, quick-win quality fixes
  • Exit-readiness clock: start data-room prep 12–18 months before exit, not 12 weeks

DD-readiness checklist

Data Systems Register current. Metric dictionary with lineage. Revenue recognition and EBITDA adjustments reproducible. DPAs signed. Article 30 in place. Named users and MFA. Key-person dependencies mapped. Breach history disclosed.

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