Books & records retention
Email, Teams and text archiving that supports SEC recordkeeping and Marketing Rule obligations.
Managed IT and cybersecurity for private equity, venture capital and wealth management firms, built around SEC and FINRA expectations, fast deals and the partners who close them.
Investment firms are a favorite target for attackers because a single altered wire instruction can be worth millions. We build layered defenses around your email, identities and devices, aligned with what SEC and FINRA examiners expect to see.
Your partners get direct access to senior technicians who know them by name, including help with home networks, family devices and travel, so the people with the most access are also the best protected.
For PE firms we also standardize IT across portfolio companies, so every new acquisition comes onto the same secure, documented platform instead of becoming its own project.
Email, Teams and text archiving that supports SEC recordkeeping and Marketing Rule obligations.
Email security and account monitoring that catch spoofed capital calls and altered wiring instructions.
Fast, secure access to data rooms, CRMs and deal tools, so technology never holds up a close.
Enterprise-grade security extended to partners' homes, family devices and travel.
We bring vCIO planning, day-to-day support and documented, repeatable systems to your firm and the companies you own, with clear ownership and escalation paths when something needs attention fast.
We walk your office, review your network and security, and hand you a clear report with what to fix first. No obligation.