Enterprise Software Due Diligence & Value Creation

Helping investors, enterprise buyers, and SaaS leadership teams make higher-confidence software investment decisions before and after the deal.

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  • ✓ Independent buyer-side perspective
  • ✓ Technical & commercial rigor
  • ✓ Executive decision support
  • ✓ Proven post-deal execution
  • ✓ Focused on long-term value creation
Which brings you here today?

Two mandates. Pick the one that matches your situation.

Pre-Deal · Mandate 01

Evaluating a platform or investment

Independent technical and commercial diligence before you sign, invest, or select a vendor.

Enterprise Software Due Diligence → Post-Deal · Mandate 02

Improving retention after the deal

Fractional CS leadership building the playbooks, health scores, and cadence that move NRR.

Customer Success & Value Creation →
Trusted experience across leading enterprise software companies
IBMAdobeDynatraceSoftware AGTelstra
$1B+Enterprise technology spend evaluated or influenced
150+Technology evaluations, selections and advisory engagements
20+ YearsEnterprise software, AI and customer success leadership
11 CountriesEnterprise leadership across Asia Pacific & Japan

Independent advisory before and after your software investment.

Two core mandates. One independent advisor.

Enterprise software due diligence advisory
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Enterprise Software Due Diligence

Reduce technology risk before major investment decisions.

  • ✓ Technology & commercial due diligence
  • ✓ Enterprise software evaluations
  • ✓ AI platform assessments
  • ✓ Vendor selection & decision support
  • ✓ Implementation and operational risk assessment
Explore Enterprise Software Due Diligence →
Customer success and value creation advisory
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Customer Success & Value Creation

Improve recurring revenue and customer lifetime value after the investment decision.

  • ✓ Fractional CCO / CS leadership
  • ✓ NRR improvement & churn reduction
  • ✓ Customer operating model optimisation
  • ✓ Renewals & expansion strategy
  • ✓ AI-enabled customer success
Explore Customer Success & Value Creation →

Who we work with

Independent advice tailored to your objectives — grouped by which mandate fits.

Pre-Deal — Enterprise Software Diligence

Private Equity & Investors

  • Technology due diligence
  • Technology inputs into commercial DD
  • 100-day planning

Enterprise Buyers

  • Enterprise software evaluations
  • Vendor selection
  • AI assessments
  • Technology strategy
Explore this mandate →
Post-Deal — Customer Success & Value Creation

SaaS Leadership Teams

  • Customer Success leadership
  • Retention and expansion
  • Operating model optimisation
  • AI adoption and value realisation

Private Equity & Investors

  • Portfolio value creation
  • Post-close NRR and retention oversight
Explore this mandate →

Why clients engage Portfolia

Independent advice tailored only to your business outcomes.

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Independent

No software resale. No implementation bias. No vendor commissions.

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Technical & Commercial

Architecture, risk, economics and business outcomes assessed together.

🏢

Enterprise Operating Experience

Grounded in real-world enterprise software delivery and adoption.

📈

Post-Deal Execution

Recommendations designed to translate into operational value.

🎯

Value Creation Focus

Designed to reduce risk and increase long-term enterprise value.

About Portfolia

Enterprise software decisions rarely fail because of technology alone. They fail because organisations underestimate complexity, commercial trade-offs, stakeholder alignment and long-term adoption.

With more than 20 years of enterprise software leadership across IBM, Adobe, Dynatrace, Software AG, Telstra and venture-backed SaaS companies, Portfolia provides independent buyer-side advice that helps organisations make higher-confidence software investment decisions.

Meet the Founder →

Enterprise Software Expertise

Experience across modern enterprise software ecosystems.

AI & Agentic AI

Harvey · Decagon · Celonis · ServiceNow AI

Data & Analytics

Snowflake · Databricks · MongoDB · ClickHouse

Integration & Automation

IBM webMethods · Workato · MuleSoft · TIBCO

Customer Platforms

Braze · Twilio · ChurnZero · HubSpot

Infrastructure & Security

Akamai · AuthenticID · Cloudflare · Okta

Enterprise Operations

Salesforce · Oracle · Microsoft · SAP

Selected Advisory Engagements

Representative anonymised mandates, grouped by which mandate they belong to.

Enterprise Software Diligence Engagements

Breaking ERP Selection Gridlock

Independent evaluation and stakeholder alignment across multiple ERP vendors to reduce implementation risk and accelerate decision-making.

Read Case Study →

AI Platform Selection

Evaluated leading AI customer support platforms balancing capability, governance, scalability and commercial impact.

Read Case Study →

Modernising Integration Architecture

Replaced legacy integration infrastructure with a modern, scalable platform to improve reliability and operational efficiency.

Read Case Study →
Customer Success & Value Creation Engagements

Renewal Risk Operating Reset

Installed segmentation, QBR cadence, and executive renewal discipline across a post-sale organisation facing adoption risk.

Read Case Study →

CS Operating Model for Scale

Designed a customer success operating model to improve adoption ownership, expansion visibility, and leadership reporting.

Read Case Study →

What clients say

Anonymised feedback, grouped by mandate so it's relevant to what brought you here.

Enterprise Software Diligence
"Portfolia brought structure, objectivity and commercial discipline to a complex platform decision."Operating Partner, Tier-1 PE Firm
"The process transformed subjective vendor debate into an evidence-based executive decision."Chief Information Officer, Enterprise Organisation
"The commercial and technical diligence gave our investment committee confidence to move forward."Investment Director, Growth Equity Firm
Customer Success & Value Creation
"The post-sale operating cadence gave our leadership team clearer visibility into adoption risk, renewal exposure, and where customer success needed to focus first."Chief Revenue Officer, B2B SaaS Company
"The segmentation and renewal discipline helped the team move from reactive account management to a more structured value creation model."VP Customer Success, PE-backed Software Company

Whether you're evaluating a platform pre-deal, or building post-deal value — let's talk.

Share your objectives, risks and timeline, and we'll tell you honestly whether an independent advisory engagement is the right fit.

Talk Diligence → Talk CS & Value Creation →