Approach

Governance that holds up in the boardroom

Pegovio is a Portfolio IT governance practice for private equity Sponsors. We combine a fixed scoring model, a platform that applies it, and people who have sat on both sides of the Sponsor and Portco relationship.

How it works

From first Wave to board summary

  1. 01

    Agree the standard

    The Sponsor adopts one set of KPIs for the whole Portfolio. Each KPI has a code, a plain definition, the evidence that supports it and the thresholds that set its band.

  2. 02

    Onboard in Waves

    Portcos join in Waves. Each management team is walked through the standard, names an accountable owner per KPI and submits its first evidence.

  3. 03

    Score from evidence

    Pulse computes each KPI score and the composite from the evidence submitted. The method is fixed, so a score means the same thing in every Portco and every cycle.

  4. 04

    Band and surface exceptions

    Composites of 86 and above are Green, 53.5 to 86 Yellow, and below 53.5 Red. A dominance cap holds the composite down when one critical KPI is weak, so a strong average cannot mask a serious gap.

  5. 05

    Report and probe

    The Sponsor view and board summary lead with exceptions. When a theme needs a closer look across the Portfolio, a Probe examines it in every Portco on the same terms.

Principles

What we hold to

One standard everywhere

The same KPIs, definitions and thresholds apply to every Portco. Comparison is the point.

Evidence over assertion

Scores come from submitted evidence, not self-rating, and are not re-argued each cycle.

Management keeps its voice

Portco commentary is published verbatim beside the score. Context travels with the number.

Exceptions before averages

Every view opens on what needs action. Headline numbers come second.

Calm and exact

Reports read like a fund report: precise figures, plain language, no theatre.

Independent of the Portco

The standard belongs to the Sponsor, so results hold up in front of the board and in diligence.

The team

Operators, not auditors

The Pegovio team brings experience running technology inside sponsor-backed businesses and advising Sponsors on technology risk across a Portfolio. We built the model we wanted to have when we were the ones answering to the board.

We work with a small number of Sponsors at a time, so each Portfolio gets direct attention from the people who designed the standard.

Start with a conversation about your Portfolio

Email andrew@pegovio.com