Red Flag Scan
Rapid risk validation for smarter deals
- Surfaces deal breakers early
- Supports valuation and negotiation
- Avoid underwriting growth the platform can't support
Outcome: Go / no-go clarity before serious time or capital is committed
Technology is now the
primary value creation lever
in private equity.
MatchPoint delivers operator-led technical diligence and execution support that connects technology directly to EBITDA — before the deal closes and after.
Three practices.
One integrated capability.
Most firms stop at identification. We connect diligence findings to execution — closing the gap between what a deal assumes and what the technology can deliver.
Independent technical validation for acquisitions, add-ons, and transactions where technology is central to the deal. We assess architecture, infrastructure, team, security, and execution feasibility — and translate findings into EBITDA and margin language.
Structured assessment for portfolio companies underperforming against plan, carrying high technology spend, or preparing for exit. We identify where technology creates drag, quantify the cost, and build a prioritized roadmap tied to business impact.
Operator-led execution to ensure findings translate into measurable outcomes. Rapid deployment of specialists, consultants, and fractional technical leadership. No retainers — aligned to project outcomes and integrated directly with portfolio company management.
Where we fit
in your model.
The way MatchPoint creates value depends on how you invest. Select your strategy to see where we fit — and what we typically find.
Your model depends on EBITDA expansion and a disciplined exit. Technology often determines whether that plan is achievable — but conventional diligence rarely surfaces it clearly enough to act on. MatchPoint identifies where technology is inflating costs, slowing growth, or limiting scale, and ties every finding directly to margin and exit value.
Talk to us about your deal- →Technical debt compressing engineering velocity and elevating maintenance cost
- →Key person dependencies creating execution risk against the value creation plan
- →Infrastructure not built for the scale the growth plan requires
- →Data and reporting gaps slowing management decision-making post-close
You're betting on a proven business accelerating into a larger market. The question isn't whether the product works today — it's whether the platform, team, and infrastructure can support the growth curve you're underwriting. MatchPoint surfaces the bottlenecks before they become expensive surprises.
Discuss your next deal- →Architecture that performs at current load but breaks at 3–5x scale
- →Engineering team size and structure misaligned with product roadmap ambition
- →Data infrastructure that can't support the analytics and reporting the next phase requires
- →Founder-built systems that need institutionalization before enterprise sales are viable
Integration is where roll-up returns are made or lost. Fragmented tech stacks, duplicated cost structures, and incompatible systems erode the synergies you underwrote faster than anything else. MatchPoint provides integration clarity pre-close and systems consolidation support post-close — across every add-on in the platform.
Talk about your platform strategy- →Incompatible infrastructure requiring costly migration before integration is viable
- →Duplicated SaaS spend and tooling that should be consolidated but hasn't been
- →Platform architecture that doesn't support multi-entity operations at scale
- →Integration timelines that are materially longer than the deal model assumed
When a portfolio company is underperforming against plan, technology is often a contributing factor — but the root cause isn't always obvious. MatchPoint provides rapid assessment of what's broken, what it's costing, and what the fastest path to stabilization looks like. We then deploy the operators to execute it.
Get a rapid assessment- →Technical debt that has compounded to the point of limiting any new development
- →High technology spend with limited visibility into what it's actually delivering
- →Systems that are actively constraining revenue — not just slowing it
- →Engineering team structure misaligned with the fix the business actually needs
From mandate to
measurable outcome.
A structured four-phase process designed for the pace and expectations of private equity deal timelines.
We align on the investment thesis, the value creation plan, and the specific technical questions that need answering. Scope is defined precisely so findings map directly to deal-relevant decisions.
Operator-led technical assessment across architecture, infrastructure, security, team structure, and execution feasibility. We go where the data goes — not just the documentation.
Every finding is mapped to a business outcome: EBITDA impact, margin implication, execution risk, or timeline exposure. No technical reports that sit on a shelf — findings that change how the deal team thinks.
Where engaged, we deploy the operators and technical talent to act on findings — fractional leaders, implementation specialists, and engineers aligned to outcomes, not hours.
A fully scoped, costed, and timed plan — not a list of risks.
Every engagement concludes with a clear path to resolution. Sponsors evaluate full ROI before committing to execution.
Every finding quantified in business terms — cost reduction opportunities, margin drag sources, and revenue growth constraints. Not technical observations, but financial implications.
Issues ranked by business impact, not technical severity. Sequenced to reflect what can be executed within current capacity and what requires external support.
Defined scope of work, required talent and resource plan, and estimated time to completion for each priority initiative. No ambiguity about what it takes to close each gap.
Explicit confirmation of where the technology supports the value creation plan — and where assumptions need to be revisited before close or before the next initiative begins.
Estimated capital requirements, projected margin improvement, and enterprise value implications of both acting on findings and deferring them.
Specific hires and fractional capabilities required to execute the roadmap, with role definitions, urgency sequencing, and MatchPoint's ability to deploy against each gap immediately.
Operator-led diligence.
Execution-backed value creation.
We are not pure diligence, pure staffing, or pure consulting. We are the firm that identifies, explains, and executes.
Large consulting firms offer brand but not agility. Staffing firms offer resources but not diligence. Pure advisory firms offer recommendations but not execution.
MatchPoint is built for firms that need to understand how technology impacts EBITDA — and act on it quickly, without hiring full-time leadership or relying on static reports.
We are Philadelphia-based, LMM-focused, and 17 years in the technology execution market. That combination of local relationships, deep technical capability, and PE fluency is what creates the speed and trust our clients depend on.
Where we're
most often deployed.
MatchPoint is engaged at different points in the deal and hold lifecycle — each with a distinct scope and deliverable.
Independent validation of the technology underlying an acquisition thesis. Covers architecture, infrastructure, security, team, and execution feasibility — mapped to EBITDA and margin implications.
- ·Software or tech-enabled services acquisitions
- ·Deals where technology is central to the value creation plan
- ·Situations where internal technical resources are limited
Structured assessment of a portfolio company's technology against its value creation plan. Identifies where technology creates drag, quantifies cost, and produces a prioritized roadmap tied to business impact.
- ·Portcos underperforming against plan
- ·High technology spend with limited visibility into ROI
- ·Companies preparing for exit in 12–24 months
Pre-close integration clarity for add-on acquisitions in a roll-up platform. Assesses compatibility of systems, infrastructure, and teams — and quantifies the true cost and timeline of integration before the deal closes.
- ·Active add-on strategies across a platform
- ·Integration risk is material to synergy realization
- ·Multiple systems consolidation required post-close
SOMETHING AMAZING
Red Flag Scan
10–12 day rapid risk validation for smarter deals
- Surfaces deal breakers early
- Supports valuation and negotiation
- Avoid underwriting growth the platform can't support
Outcome: Go / no-go clarity before serious time or capital is committed
SOMETHING AMAZING
Technical Audit (Portfolio Companies)
Reset underperforming assets and get back to the exit path.
Many portfolio companies never received a modern TDD—or have drifted far from the original thesis. Our Technical Audit diagnoses what’s broken and builds a path forward.
Includes:
- Bottleneck identification
- Margin and efficiency opportunities
- 90-day operational roadmap
- Platform modernization plan
- Hiring and sequencing strategy
Outcome: A realistic plan to restore momentum and prepare for exit.
Ready to see where technology is affecting your returns?
Whether you have a deal in diligence, a portfolio company that isn't hitting plan, or just a question about where technology fits into your investment thesis — tell us a bit about it below and we'll get back to you within one business day.