Protecting the Logic Behind the Deal
Technology aligned with private equity’s goal: value creation.
Thesis Strategy is a cybersecurity advisory built for private equity operating partners and PE-backed SaaS portfolio companies.
We turn security work (SOC 2, ISO 27001, ISO 42001 AI governance) into outcomes investors and customers care about: revenue velocity, diligence readiness, and exit credibility.
Security Diagnostic
A fast, investor-ready assessment mapped to SOC 2 / ISO 27001—plus a prioritized roadmap to close gaps.
Value Creation Support
Reduce tooling sprawl, unblock enterprise sales, and make security a lever for margin and growth.
Compliance Automation
Automate evidence, controls, and workflows so audits stop draining your best engineers.
CISO Advisory & Fractional Leadership
Board-ready leadership, risk governance, and program design—without hiring a full-time CISO.
M&A & Diligence Readiness
Find cyber risk early, quantify impact, and build a remediation plan that de-risks the transaction.
AI Governance
Build practical AI governance that scales beyond pilots and holds up in diligence.
About
Thesis Strategy
Thesis Strategy exists at the intersection of cybersecurity, investment strategy, and operational execution. We help private-equity–backed software companies transform compliance activity into measurable business value.
Security today is not about checklists—it’s about context. The context of your deal thesis, your customers, your technology stack, and your future exit. We build governance frameworks and operating disciplines that protect enterprise value while accelerating growth, acquisition readiness, and innovation.
From ISO certification to AI governance, we work as an extension of your leadership team—bringing strategic clarity, credibility with investors, and the discipline to execute.