Portfolio Due Diligence Assessments
Genesis Solutions provides security and AI governance due diligence assessments for VC and PE firms — evaluating portfolio company cybersecurity posture, AI governance maturity, and compliance readiness using CIS Benchmarks, NIST CSF, and NIST AI RMF.
Why Investors Need Security & AI Governance Due Diligence
Cybersecurity and AI governance risk are no longer just IT concerns — they are material investment risks. A single security incident or regulatory enforcement action can destroy portfolio value, delay exits, and expose firms to liability.
Yet most VC and PE firms lack the in-house expertise to evaluate a portfolio company’s security posture or AI governance maturity. Traditional due diligence focuses on financials, legal, and market position — leaving technology risk as a blind spot.
What We Assess
Cybersecurity Posture
- CIS Benchmark compliance — Configuration security across M365, Azure, AWS, and Google Workspace
- NIST CSF alignment — Security program maturity across Govern, Identify, Protect, Detect, Respond, and Recover
- Technical controls — Access management, endpoint security, network segmentation, logging and monitoring
- Incident readiness — Incident response plans, backup and recovery capabilities, business continuity
AI Governance Maturity
- NIST AI RMF alignment — Governance, risk mapping, measurement, and management of AI systems
- AI system inventory — Identification of all AI systems in use, including third-party and embedded AI
- Policy and accountability — AI policies, responsible AI principles, roles and oversight structures
- Regulatory exposure — EU AI Act applicability, state-level AI regulation readiness
Who This Is For
| Investor Type | Use Case |
|---|---|
| Venture Capital | Pre-investment technical due diligence on target companies |
| Private Equity | Post-acquisition security baseline and integration planning |
| Growth Equity | Portfolio company readiness for enterprise clients or compliance milestones |
| Corporate VC | Evaluating strategic investments for security and AI governance alignment |
What Makes This Different from Standard Assessments
Standard security assessments are written for CISOs and IT teams. Portfolio due diligence assessments are written for investors and boards:
- Executive-grade reporting — Concise summaries with risk ratings, not 200-page technical artifacts
- Investment-aligned findings — Gaps mapped to deal risk, regulatory exposure, and remediation cost
- Cross-portfolio consistency — Standardized methodology that allows comparison across portfolio companies
- Dual-lens coverage — Both cybersecurity and AI governance in a single engagement
- Remediation cost estimates — What it will take to close gaps, so you can factor it into deal terms
Engagement Models
- Pre-Investment Due Diligence — Rapid assessment (1-2 weeks) focused on material risks before closing
- Post-Acquisition Baseline — Comprehensive assessment to establish a security and AI governance baseline for integration planning
- Annual Portfolio Review — Recurring assessments across portfolio companies to track risk posture over time
- Compliance Readiness — Targeted assessment when a portfolio company needs to achieve SOC 2, ISO 27001, ISO 42001, or similar certifications
Genesis Solutions provides portfolio due diligence assessments for venture capital and private equity firms. Contact us to discuss your portfolio’s security and AI governance risk.
How It Works
- 1Investor Scoping CallWe align on your investment thesis concerns, the portfolio company's technology environment, and the frameworks most relevant to your risk priorities.
- 2Portfolio Company AssessmentWe conduct the assessment directly with the portfolio company — reviewing configurations, policies, governance documentation, and interviewing key stakeholders.
- 3Risk-Aligned AnalysisFindings are analyzed through an investor lens — mapping technical gaps to business risk, regulatory exposure, and remediation cost estimates.
- 4Investor Report & BriefingYou receive an executive-grade report with risk ratings, key findings, and a prioritized remediation roadmap. We brief your investment team directly.
Frequently Asked Questions
- What is a portfolio due diligence assessment?
- A portfolio due diligence assessment evaluates a target or portfolio company's cybersecurity posture and AI governance maturity. It identifies security gaps, compliance risks, and governance weaknesses that could affect investment value, regulatory exposure, or operational resilience.
- When should a VC or PE firm request a due diligence assessment?
- Assessments are most valuable during pre-investment due diligence, post-acquisition integration, annual portfolio reviews, or when a portfolio company is preparing for a compliance milestone such as SOC 2, ISO 27001, or AI governance certification.
- What frameworks are used in the assessment?
- We assess against CIS Benchmarks, NIST CSF, NIST AI RMF, and ISO 42001 depending on the portfolio company's technology stack and regulatory environment. The assessment scope is tailored to the investor's risk priorities.
- How is this different from a standard security assessment?
- Portfolio assessments are structured for investor reporting — concise executive summaries, risk ratings aligned to investment thesis concerns, and findings prioritized by business impact rather than technical severity alone.
Ready to get started?
Schedule a call to discuss your portfolio due diligence assessments needs. Transparent pricing, no surprises.