Managed IT Services for Private Equity and Venture Capital Firms

Your Fund and Portfolio Companies Deserve an IT Partner That Understands the Investment Lifecycle

Private equity and venture capital firms operate in a high-stakes environment where data sensitivity, deal velocity, and portfolio performance demand technology that works without friction. Yet most PE and VC firms run lean, without dedicated IT departments proportional to the complexity of their operations or the sensitivity of the data they manage.

Framework IT provides comprehensive managed IT services purpose-built for the way PE and VC firms actually operate: at the fund level and across portfolio companies. We deliver the IT support, cybersecurity, and strategic technology leadership that investment firms need to protect assets, accelerate value creation, and reduce operational risk from acquisition through exit.

Schedule A Consultation Call Today

 
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The IT Challenges Facing PE and VC Firms Today

The data is clear. Technology is no longer a back-office function for investment firms. It is a board-level priority, a due diligence requirement, and a direct lever for value creation.

  • 58% of PE and VC firms cite integrating new technology with legacy systems as their top IT challenge (Ocorian, 2024)
  • 72% of PE operating partners now consider IT modernization a top-three value creation lever (Deloitte, 2024)
  • 72% of PE firms across the US and Europe reported a serious cyber incident at a portfolio company in the past three years, with an average cost of $3.4 million per incident (S-RM, 2025)
  • Only 37% of firms report having consistent IT governance across their portfolio companies (Deloitte, 2025)

Whether you are managing deal data, investor portals, fund accounting platforms, or the technology stacks of dozens of portfolio companies, the gaps are real and the consequences are measurable.

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What Framework IT Delivers for PE and VC Firms

Fund-Level IT Support and Strategy

PE and VC firms need more than a help desk. They need a technology partner that functions as a virtual CTO: someone who understands investment dynamics, can manage technology roadmaps, evaluate risks, and support specialized platforms like deal management systems, investor portals, and fund accounting applications.

Framework IT assigns every client a dedicated account team that includes:

  • Virtual CIO (vCIO) who serves as your strategic technology partner, managing budgets, roadmaps, vendor relationships, AI strategy, cybersecurity guidance, and compliance consulting
  • Service Manager who oversees service quality, escalations, and reporting
  • Client Lead Engineer (CLE) who serves as the internal technical authority and subject matter expert for your account
  • Proactive Infrastructure Engineer (PIE) who performs scheduled health checks, maintenance, and lifecycle monitoring
  • Dedicated Help Desk Team/Pod assigned to your firm for consistent, context-rich technical support

This is not a rotating cast of strangers. It is a stable team with an average tenure of 5 years and a 95%+ retention rate, ensuring continuity and deep familiarity with your environment.

Portfolio-Level IT Standardization and Governance

Fragmented systems and inconsistent IT maturity across acquired companies are among the most common pain points for PE operating partners. Each portfolio company running its own tools, processes, and security posture creates unpredictable costs, slow post-acquisition integration, and elevated cyber risk.

Framework IT has direct experience deploying and supporting standardized technology for organizations with dozens of locations, including:

  • A VC-funded primary care startup with 70 facilities, where we designed a best-practice standard template and deployed technology at all locations without delaying openings
  • A cannabis company with 50+ locations, where we standardized design across retail and grow facilities before acquisition by North America's largest cannabis company
  • A primary care provider with 12+ new locations, where we are currently designing and implementing network infrastructure

We create standardized technology blueprints for portfolio companies covering network infrastructure, cloud platforms, security baselines, workstation standards, and collaboration tools, while customizing for site-specific needs. Standardization ensures predictable performance, simplified support, easier onboarding of new acquisitions, reduced costs through volume purchasing, and consistent security across all entities.

According to Bain & Company's 2025 Global Private Equity Report, digital-enablement initiatives can improve EBITDA margins by 15 to 25% in mid-market portfolio companies within the first 12 to 18 months.

Enterprise-Grade Cybersecurity Included at No Additional Cost

Cybersecurity has moved from a back-office concern to a deal-level issue. 94% of PE firms have absorbed losses from cyber-related disruption, with the average financial impact to deals reaching $2.1 million (Kroll, 2025). The SEC's 2025 Division of Examinations Priorities continue to emphasize cybersecurity and operational risk management for private fund advisers.

Framework IT includes a comprehensive cybersecurity stack with every managed services agreement:

  • Endpoint Detection and Response (EDR) powered by SentinelOne with AI-driven threat detection and automated response
  • 24/7/365 Managed Detection and Response (MDR) through BlackPoint Cyber, a SOC 2 Type 2 certified Security Operations Center
  • Cloud and Identity Security monitoring Microsoft 365, Google Workspace, and Azure SSO for suspicious logins, unauthorized access, and data exfiltration attempts
  • Advanced Email Security through Mimecast, protecting against phishing, spoofing, business email compromise, and ransomware
  • Security Awareness Training through KnowBe4 with simulated phishing campaigns and micro-learning episodes
  • Multi-Factor Authentication (MFA) enforcement across all systems
  • Dark Web Monitoring scanning for compromised credentials
  • SIEM Logging for threat intelligence, compliance auditing, and forensic investigation
  • Managed Application Control to prevent unauthorized software from running on managed devices
  • Enterprise-Grade Backup and Disaster Recovery through Axcient with AirGap anti-ransomware protection, automated backup verification, and RPO as low as 15 minutes

This stack meets over 97% of cyber liability insurance requirements and typically helps clients achieve 20 to 40% lower cyber insurance premiums.

Compliance and Regulatory Support

Key Framework IT staff, including vCIOs, have direct experience supporting Registered Investment Advisors (RIAs) and firms adhering to FINRA regulations. Your vCIO works directly with your compliance officer to:

  • Implement technology controls mandated by FINRA rules
  • Provide documentation and reporting for compliance audits
  • Assist with annual security risk assessments and cybersecurity questionnaires
  • Coordinate incident response plans and breach notification procedures
  • Support SOC 2 readiness, HIPAA, GDPR, PCI, and SEC compliance requirements
  • •Develop and implement security policies with employee attestation workflows

Framework IT also provides penetration testing for security posture assessment. For compliance or audit-related penetration testing, we recommend engaging an independent third-party assessor, following sound governance principles.

Post-Acquisition IT Integration and Day-1 Readiness

Speed matters in PE. Every day of delayed IT integration after an acquisition costs productivity, introduces security gaps, and slows value creation.

Framework IT's partnership transition process is designed for a 45 to 60 day standard onboarding, with the ability to expedite to 30 days when needed. Our process includes:

  1. Preparation: Sales-to-service transfer, partnership kick-off, documentation gathering
  2. Transition Planning: Leadership meeting, staff town hall, software tool transfer
  3. Go-Live: Help desk services commence, billing starts
  4. Post-Onboarding: QA verification, documentation gap closure, first vCIO meeting scheduled

For portfolio companies, we apply standardized technology templates that reduce onboarding time and deliver consistent infrastructure, security, and support from Day 1.

IT Readiness for Exit

Buyers increasingly demand evidence of system stability, documentation, and scalability as part of IT due diligence. A clean IT footprint directly supports higher valuations and smoother transitions.

Framework IT maintains comprehensive documentation throughout your engagement:

  • Network diagrams and architecture documentation
  • Hardware and software inventories
  • Administrator credentials and access records
  • Security policies with employee attestation
  • Service contracts and licensing records
  • Historical service records and audit trails

This documentation is available for due diligence processes and exit preparation, supporting cleaner transactions and stronger buyer confidence.

Financial Predictability and Value-Driven Pricing

Framework IT's Business Optimization Framework is a unique pricing model that rewards you for aligning with IT best practices. As your technology environment matures and standardizes, your monthly pricing decreases, reducing your total cost of ownership.

Additional financial benefits include:

  • Flat-fee pooled storage for backup with no per-GB charges or overage fees
  • Hardware as a Service (HaaS) options that convert capital expenditures to predictable monthly fees
  • No Surprise Billing Guarantee: you will never pay for hourly or project invoices that were not pre-approved by an authorized decision-maker
  • Comprehensive cybersecurity included at no additional charge, eliminating the need to procure and manage multiple security vendors

AI Strategy and Implementation

95% of PE firms plan to scale AI investments within the next 18 months (World Economic Forum, 2025). Framework IT includes proactive AI and automation guidance as part of every engagement:

  • Responsible AI policy development
  • Identification of real-world AI use cases for your firm and portfolio companies
  • Guidance on Large Language Models, Custom GPTs, and Agentic AI for deal sourcing, due diligence, portfolio monitoring, and operational efficiency
  • Security assessment of AI tools and platforms

Why PE and VC Firms Choose Framework IT

  • 41 full-time, U.S.-based employees with 30 engineers across varied tiers and specializations
  • 93 comprehensive managed services clients ranging from 3 to 230 users
  • Net Promoter Score of 75 (scores above 50 are exceptional)
  • Customer Satisfaction of 96%
  • Client Retention Rate of 96%
  • Multi-year winner of MSP501, CRN MSP500, Inc. 5000, and Best Managed IT Services Provider in Chicago
  • Direct experience supporting family offices, RIAs, and firms adhering to FINRA regulations
  • Microsoft Silver Partner with Modern Work Designation
  • 11 Partnership Guarantees including a 30-day money-back guarantee and a "Try Us Before You Commit" month-to-month trial

30%

Improve Resolution Times

15+

Years Of Experience

100%

Satisfaction Guarantee

Our Services

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24/7 Monitoring & Threat Detection 

We provide continuous monitoring of your network, endpoints, and cloud environments to detect and respond to threats in real-time. With our 24/7 coverage, you'll have peace of mind knowing your business is protected at all times.

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Proactive Threat Hunting 

Our security experts actively search for hidden threats within your systems. By identifying vulnerabilities and anomalies, we help prevent breaches before they occur, ensuring a secure IT environment.

Cyber Security

Incident Response & Containment 

When a threat is detected, our security operations center team acts immediately to contain and neutralize it. Our rapid response minimizes the impact on your business, protecting your critical assets and maintaining business continuity.

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Threat Intelligence & Reporting 

We provide detailed reports on detected threats, including their severity and impact, as well as recommended remediation actions. These insights help you better understand the security landscape and improve future defenses.

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 Compliance Support 

Our MDR services ensure your business stays compliant with industry regulations such as HIPAA, PCI-DSS, and more. We help you navigate the complex regulatory environment while maintaining robust security.

What Our Clients Are Saying

★★★★★

They are always super quick to get back to you (usually less than an hour) while other jobs I've worked have taken literal days if not weeks. Everyone is always super nice super helpful. Every issue I've had has been resolved quickly and correctly. The last 2 times Ethan and Zander helped me out...

They are always super quick to get back to you (usually less than an hour) while other jobs I've worked have taken literal days if not weeks. Everyone is always super nice super helpful. Every issue I've had has been resolved quickly and correctly. The last 2 times Ethan and Zander helped me out and did a great job!


Tyler Kraus

Club Colors Buyer, LLC

The biggest benefit of your cloud phone system platform is the seamless communication and efficiency it provides, especially for remote team members who can stay connected and productive through user-friendly desktop and mobile apps. Your hands-on guidance, ethical billing practices, and...

The biggest benefit of your cloud phone system platform is the seamless communication and efficiency it provides, especially for remote team members who can stay connected and productive through user-friendly desktop and mobile apps. Your hands-on guidance, ethical billing practices, and real-time support distinguish you from other companies, ensuring we feel supported and confident. For anyone considering your services, I would highlight your unmatched combination of reliability, ethics, and support, which simplifies communication and offers invaluable peace of mind.


Shavon Truman

McCready Law Office

Framework IT is the most reliable MSP I have worked with in my 25 years in Office Management. Every staff member I encounter is professional and knowledgeable, and interactions in general are consistently positive. They have completely elevated the level of service we receive, and they are the...

Framework IT is the most reliable MSP I have worked with in my 25 years in Office Management. Every staff member I encounter is professional and knowledgeable, and interactions in general are consistently positive. They have completely elevated the level of service we receive, and they are the standard for what an MSP should be. They take amazing care of our team! I never hesitate to recommend them!


Chelsea Woodmansee

IL Supreme Court Commission on Professionalism

We've been working with Framework for over 4 years now and their services and support are top notch. Our VCIO Arthur has been instrumental in enhancing our IT and security solutions and a big shout out to the entire support team including Matt and Irfaan for their incredible support in finding...

We've been working with Framework for over 4 years now and their services and support are top notch. Our VCIO Arthur has been instrumental in enhancing our IT and security solutions and a big shout out to the entire support team including Matt and Irfaan for their incredible support in finding solutions to computer and network issues.


April Lickovitch

Lotus Marketing

I am very grateful for our partnership with Framework and appreciate the team so much! My most recent interaction was with Matt who is always so friendly as well as knowledgeable and efficient with any requests I send their way.

Kelly Yacono

NewRoot Learning Institute

"As a former owner of an MSP, I understand how challenging it can be to price IT services effectively. When I discovered Framework IT, I was blown away by their unique model—it perfectly captures what I tried to achieve for years in my own business. Their approach is transparent, fair, and...
"As a former owner of an MSP, I understand how challenging it can be to price IT services effectively. When I discovered Framework IT, I was blown away by their unique model—it perfectly captures what I tried to achieve for years in my own business. Their approach is transparent, fair, and tailored to fit the needs of businesses of all sizes, making it easy to budget. But what truly sets Framework IT apart is their commitment to partnership. They don't just offer support; they genuinely partner with you to ensure your success and back that up with their business model. Their team is incredibly responsive, knowledgeable, and always willing to go the extra mile to resolve any issues quickly. If you're in the market for an IT provider that combines innovative pricing with top-notch service, look no further than Framework IT."

Mark Kennedy

"Framework IT provides so much more than network support for our organization. We value the insightful advise and long term planning strategies offered to us. Framework IT scales technology solutions to our needs at a budget we can support. Year after year, we receive dependable service from...
"Framework IT provides so much more than network support for our organization. We value the insightful advise and long term planning strategies offered to us. Framework IT scales technology solutions to our needs at a budget we can support. Year after year, we receive dependable service from Framework IT."

Oak Leyden

10 Questions PE and VC Executives Ask About Managed IT Services

1. Can you support both our fund operations and our portfolio companies under a single engagement?
Yes. Framework IT is built to function as your complete IT department at the fund level while simultaneously delivering standardized infrastructure, security, and support across portfolio companies. Approximately 70% of our clients have no internal IT staff, and for the infrastructure, security, and support domains, roughly 95% of day-to-day IT execution is handled by Framework IT. At the portfolio level, we create standardized technology blueprints that scale across acquisitions, ensuring consistent security posture, predictable costs, and rapid onboarding for new portfolio additions. Your vCIO coordinates the strategic roadmap across all entities, providing a single point of accountability for technology governance.
2. How quickly can you integrate a newly acquired company into a standardized IT environment?
Framework IT's standard partnership transition process takes 45 to 60 days, with the ability to expedite to 30 days when rapid integration is required. Our process includes documentation gathering, leadership transition planning, staff communication, software tool deployment, go-live support, and post-onboarding quality assurance. For portfolio companies, we apply pre-built standardized templates covering network infrastructure, cloud platforms, security baselines, and workstation configurations, which significantly reduces integration timelines and operational disruption compared to building from scratch for each acquisition.
3. What cybersecurity protections do you provide, and do they meet the standards investors and regulators expect?
Our comprehensive cybersecurity stack is included with every managed services agreement at no additional charge and meets over 97% of cyber liability insurance requirements. It includes AI-powered Endpoint Detection and Response, 24/7/365 Security Operations Center monitoring through a SOC 2 Type 2 certified partner, advanced email security, Multi-Factor Authentication enforcement, SIEM logging, dark web monitoring, vulnerability scanning, security awareness training with simulated phishing, managed application control, and enterprise-grade backup with AirGap anti-ransomware protection. Your vCIO also works directly with your compliance officer to implement technology controls for SEC, FINRA, SOC 2, HIPAA, and other regulatory requirements.
4. How do you provide strategic IT leadership without us hiring a full-time CTO or CIO?
Every Framework IT client receives a dedicated virtual CIO who acts as an extension of your leadership team. Your vCIO delivers comprehensive strategic services including business-technology alignment, lifecycle management, technology budgeting, vendor management and contract negotiation, AI and automation strategy, cybersecurity and risk management, software selection, M&A technology assessment, and compliance consulting. These services are included at no additional cost, and Framework IT does not pay sales commissions to vCIOs, eliminating conflicts of interest. Your vCIO conducts a minimum of two Strategic Business Reviews per year, with ad-hoc availability for urgent decisions.
5. How do you handle cybersecurity due diligence for acquisitions and pre-exit IT readiness?
Your vCIO provides M&A technology assessment as a core consulting area, evaluating target company technology environments for risks, gaps, and integration complexity. For pre-exit readiness, Framework IT maintains comprehensive documentation throughout your engagement, including network diagrams, hardware and software inventories, security policies with employee attestation, administrator credentials, service contracts, and historical service records. This documentation package supports buyer due diligence processes and demonstrates system stability, scalability, and security maturity, directly supporting higher valuations and smoother transitions.
6. Do you have experience supporting investment firms and financial services organizations?
Yes. Framework IT currently supports approximately a dozen family offices, including several of considerable size operating for the benefit of very well-known billionaires. Key staff, including vCIOs, have direct experience supporting Registered Investment Advisors and firms adhering to FINRA regulations. We support firms across asset management, trading, investment banking, and private equity, and we have experience with compliance standards including HIPAA, SOC 2, CMMC, PCI, and GDPR. Our discretion is non-negotiable: we maintain confidentiality of proprietary business information with the same degree of care as our own and never disclose it to third parties.
7. What does your pricing look like, and how do you keep IT costs predictable across our fund and portfolio?
Our pricing is based on our Business Optimization Framework, a unique model where greater alignment with IT best practices results in lower monthly pricing. Think of it as a "Safe Driver Discount" for IT. Pricing is per-user with a minimum floor, and our stack includes comprehensive cybersecurity, vCIO services, proactive monitoring, and unlimited help desk support with no additional charges for these components. Flat-fee pooled backup storage eliminates per-GB charges, and our No Surprise Billing Guarantee ensures you never pay for work that was not pre-approved. Your vCIO provides annual technology budget forecasts and lifecycle planning to give you full cost visibility.
8. How do you ensure consistent security governance across multiple portfolio companies with different IT maturity levels?
Framework IT creates standardized technology blueprints that apply consistent security baselines across all portfolio entities regardless of their starting point. Every managed environment receives the same enterprise-grade cybersecurity stack: EDR, 24/7 SOC monitoring, email security, MFA, SIEM logging, dark web monitoring, security awareness training, and encrypted backups. Your vCIO assesses each portfolio company's current state, develops a Business Optimization Roadmap tailored to its specific gaps, and phases improvements based on risk priority and budget. Centralized monitoring through our toolset provides real-time visibility into security posture, patch compliance, and backup health across all entities.
9. Can you support our firm if we operate with a small internal IT team, or do you require full outsourcing?
Framework IT offers both models. Our standard Managed IT Services plan functions as your complete IT department, and approximately 70% of our clients have no internal IT staff. For firms with internal IT resources, our Co-Managed Services plan includes all the same comprehensive infrastructure, security, and vCIO services but with a monthly block of support hours instead of unlimited support. We establish clear responsibility boundaries during onboarding, provide collaborative tools including shared documentation, direct communication channels, and ticketing system access, and ensure seamless coordination between your internal team and our engineers.
10. What guarantees do you provide that give us confidence before committing to a long-term partnership?
Framework IT offers 11 Partnership Guarantees designed to reduce risk and demonstrate accountability. These include a 30-Day Money-Back Guarantee with full refund of onboarding and first month's fees if you are dissatisfied, a "Try Us Before You Commit" month-to-month trial for the first three months before your standard term begins, a No Surprise Billing Guarantee ensuring you never pay for unapproved work, a Commitment to Strategic Planning with a $500 account credit if we fail to deliver at least two Strategic Business Reviews per year, and a Never Leave a Service Voicemail guarantee with a $25 credit if you ever have to leave a voicemail during business hours. We also guarantee measurable IT issue reduction after completing your Business Optimization Roadmap, and we include responsible AI guidance with a guarantee to identify at least one real-world AI use case for your business.

Get in Touch

Let Framework IT be your trusted partner in managing the complexities of IT for investment banking in Chicago. Contact us today to learn more about how our proactive solutions can safeguard your business.


Phone: (312) 564-5446
Email: [email protected]
Address: 700 N Sacramento Blvd., Suite 101, Chicago, IL 60612