VALTY Advisory · Portfolio CISO Program

Delivered by a practicing CISO, not a retired one.

Private equity has a Financial Operating Partner, a Human Capital OP, often a Technology OP. It does not have a Portfolio CISO. So cyber gets handled episodically: Big 4 at close, then silence until something breaks. We run the seat you’ve been missing. One operator across every portco. One number to the LP. One phone to call at 2 a.m.

AudienceLower-middle market PE
TiersThree. One program. One invoice.
Rollout90 days to first fund report
BasedAtlanta, GA
01 / Problem Problem

Every portfolio has cyber exposure. No one owns it.

Avg. breach cost 2024
$4.88M
IBM Cost of a Data Breach Report, 2024
PE exits delayed by cyber findings
64%
Industry surveys, 2023 to 2024
Portfolio CISOs at most LMM firms
0
VALTY Advisory field research
The Pattern

Big 4 runs a closing assessment. For 24 months, no one owns the program. Then a client audit lands, an IR firm sends a ransom note, or a late-stage buyer’s diligence team flags gaps. The deal gets repriced, or slips a quarter. This happens every third or fourth portco.

02 / Solution Solution

One Portfolio CISO. One standard. One quarterly number.

Everyone assumes

PE firms need another tool. A CRQ platform, a GRC platform, a new scanner to solve portfolio cyber.

Actually

You need an operator who is already the CISO inside companies like yours, who runs one program across all of them, and who shows up on your Operating Partner call with a single number.

Active CISO seat

Sits at the portco leadership table quarterly. Not a deliverable. A seat.

Quantified EBITDA-at-Risk

FAIR-based loss modeling, rolled up to a single fund-level number each quarter.

One MSA with the firm

Tiered pricing per portco. One contract at the fund, simple allocation across companies.

Incident coverage

24/7 escalation hotline. A known operator on the phone, not a ticket in a queue.

03 / Why now Why Now

Three forces converged in the last 18 months.

01
Regulatory floor

The compliance bar just moved.

SEC cyber disclosure (2023), NY DFS Part 500, and the LP cyber questionnaire all landed inside 18 months. Fund-level cyber is not a portco problem anymore. It is a fund compliance problem.

02
AI threat velocity

Adversaries scaled before defenders did.

Anthropic's Project Glasswing coalition (Apple, Google, Microsoft, AWS, CrowdStrike, JPMorgan, Linux Foundation) confirms it: AI is finding and exploiting vulnerabilities faster than defenders can patch. Episodic cyber programs cannot keep up.

03
Exit multiples

Cyber is priced into the deal now.

Cyber findings in late-stage diligence are repricing deals by 3 to 8 percent of enterprise value. A single incident during hold period can cost more than ten years of continuous program spend.

04 / Program Program

Three tiers. Mix across the portfolio.

Choose a tier per portco. Tiers can shift quarterly with 30 days' notice. One MSA at the fund, per-portco SOWs underneath.

Tier 1 · Baseline

Portfolio Baseline

$3K to $5K
per portco / month
  • Quarterly FAIR-based risk assessment
  • EBITDA-at-Risk reporting to the fund
  • Incident escalation hotline
  • Policy & playbook library
  • One exec advisory session / quarter
Tier 3 · Transactions

Transaction Support

$25K to $75K
per project
  • Pre-acquisition cyber diligence
  • 100-day integration plans
  • Exit readiness audits
  • Carve-out security advisory
  • Stacks on top of Tier 1 / 2
05 / Rollout How It Works

90 days from MSA to your first quarterly fund report.

Days 0 to 30

Onboard

  • MSA + per-portco SOW
  • Operating Partner kickoff
  • Portco CEO / CFO / IT intros
  • Tool stack inventory per portco
Days 30 to 60

Baseline

  • FAIR loss-event scenarios built
  • EBITDA-at-Risk modeled per portco
  • Top-5 risk register per portco
  • Incident runbook deployed
Days 60 to 90

Deliver

  • First quarterly fund report
  • Per-portco remediation roadmap
  • LP-ready cyber narrative
  • Tier upgrade recommendations
Quarter 2 +

Run

  • Continuous program ops
  • Quarterly fund reports
  • Transaction support as needed
  • Annual program maturity review
06 / Deliverable Deliverable

One fund-level report. One quarterly number.

Reports are generated in the VALTY platform and built for Operating Partners and LPs, not security teams.

Fund Cyber Risk Report · Q3 2026
Sample · Illustrative values
Generated live · 00:00:00
VALTY
Portfolio EBITDA-at-Risk
$42.7M ▼ 18% QoQ
By portco · Top contributors
Portco Alpha$12.4M
Portco Beta$9.1M
Portco Gamma$7.8M
Portco Delta$6.2M
Portco Epsilon$4.1M
What's inside

Built for the fund. Not the security team.

  • Portfolio EBITDA-at-Risk (P50 and P90)
  • Per-portco risk ranking and trend
  • Top 10 loss-event scenarios, fund-wide
  • Quarter-over-quarter change analysis
  • Remediation progress tracking
  • Tier mix and spend efficiency
  • Transaction-readiness scores
  • LP-facing executive summary (one page)
Founder & Principal

I am the CISO you would hire.

Not a former CISO who consults now. Not a retired executive.

20+ years operating inside PE-backed and financial-services security programs. Active CISO seat at a PE portfolio company today, not a consultant who used to be one. Pioneered FAIR-based EBITDA-at-Risk modeling while building VALTY, the platform that powers this advisory practice. Everything I ask your portcos to do, I am doing this week.

Current roles
CISOHood Container Corporation · PE-backed · 16 plants, 17 states
CISOKatalon, Inc. · B2B SaaS · global
Data Security ArchitectThe Coca-Cola Company
Founder & CEOVALTY, Inc. · OCVM platform for PE
Former CISO roles
CISOPayspan · $5B+ payments
CISOCOR Partners · global, PE-backed
CISOAscension Technologies
Georgia Tech MBA · CISSP-ISSAP · CISM · CISA · CRISC · CGEIT · GCIH · CIPP/US · PMP
Frequently asked

Questions PE firms actually ask us.

A Big 4 assessment is a point-in-time PDF delivered by rotating staff. VALTY Advisory is one named CISO running the same program across every portco, producing a single quarterly fund-level number, and on the phone when something breaks. Two different products.
You call the 24/7 escalation hotline. You reach a known operator, not a ticket queue. We coordinate response, manage comms with the Operating Partner and portco leadership, and engage licensed IR partners where required. A formal post-incident review and fund-level disclosure package follows within 10 business days.
Per-portco SOWs under one fund-level MSA. Each portco's data stays in a dedicated workspace in the VALTY platform. We do not aggregate sensitive portco data across the fund except in anonymized, roll-up metrics used for fund reporting. Conflict walls are contractual and technical, not just policy.
Yes. Run a 90-day Tier 2 engagement on a single portco, typically one that is already a board-level concern or approaching exit. If the program delivers, convert to a fund-wide MSA with tier mix allocated across the portfolio. If it doesn't, walk. No multi-year commit.
The PE firm and its portcos own their data. VALTY, Inc. is the platform processor. The MSA includes exit data rights: on termination, all portco and fund data is exported in a readable format and purged from the platform within 30 days. No consultant uses portco data to build a SaaS competitor. We use our SaaS to deliver faster, defensible reports.
Days 0 to 30: MSA signed, per-portco SOWs executed, Operating Partner kickoff, portco intros, tool stack inventories. Days 30 to 60: FAIR loss-event scenarios built, EBITDA-at-Risk modeled per portco, top-5 risk registers, incident runbooks deployed. Days 60 to 90: first quarterly fund report, per-portco remediation roadmaps, LP-ready cyber narrative.
Monthly, one consolidated invoice to the fund. Net 30. Portco-level allocation is provided on the invoice so the firm can charge back to each portco on whatever cadence it prefers. Tier changes take effect at the next quarter boundary with 30 days' notice.
Next steps

Thirty minutes with your Ops team. Thirty minutes with one portco CEO. A written proposal by day 10.

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