Crescent Capital Advisors

Work we've done under confidentiality.

These are anonymized summaries of engagements we ran. The underlying detail belongs to the client, and we do not circulate it, under NDA or otherwise. If one of these patterns looks like your situation, we'll talk it through with you.

PE-Backed EdTech Platform · Large-Cap PE Firm

Services-to-SaaS Transformation

A services business was acquired into a PE portfolio and rebuilt as a product company. Platform modernization and new SKUs grew revenue roughly 120x across the hold. The same technology leader then ran the sell-side positioning at exit.

Analytics & Data Platform

Cloud & Data Modernization

Cloud spend at petabyte scale was growing faster than load. Right-sizing and a modular rebuild on CI/CD and infrastructure-as-code reduced the run-rate by roughly 60%. The same work cut customer onboarding from three months to eight hours.

Security Product Company

Org-Wide SOC 2 & Product Engineering

One leader held both security ownership and product engineering. The certification ran as a cross-functional program. Every function that touched customer data owned its own controls and its own evidence.

See the deliverable first

What a PRISM report looks like.

The PRISM sample is an illustrative composite we wrote, drawn from no single engagement. It shows how a technology due diligence report is structured: the section order, the 0 to 100 scoring, the GATE/PRICE/THESIS/LEVER classification, and how evidence confidence is recorded against every finding. Read it to judge the rigor of the deliverable before you talk to us.