David Logan
Risk governance for lower-middle-market private equity, independent sponsors, and self-funded searchers.
Board-ready. Audit-grade. Litigation-resistant. On the owner's side of the table.
What I Fix
The technical risks that erode private equity returns rarely surface in the data room. They surface six months later, when the 100-day plan stalls, the cyber renewal comes back with an AI exclusion, or the buy-side diligence team finds the open-source contamination the sell-side diligence missed.
I close that gap.
- Value Leakage
- Hidden factories, manual workflows, ghost seats, vendor bloat.
- Thesis Drift
- Tech teams chasing projects instead of the Value Creation Plan.
- Execution Friction
- Broken SDLC, fragile stacks, MSPs selling shelfware.
- AI Liability
- Uninsurable AI use, no governance, exposure on the balance sheet.
What I Do
- The Strategic Compass
- Aligns every tech initiative to EBITDA and the exit model.
- The Liability Shield
- Makes the asset insurable. AI policies, risk register, vendor audits, D&O exposure mitigation.
- The Efficiency Engine
- RPE uplift, seat-count reduction, workflow automation.
- The Vendor Shield
- I manage the MSP so you do not have to. They fix tickets. I control spend.
- The Diligence Lens
- Pre-LOI buy-side technical diligence with bid adjustment estimate, or pre-exit sell-side Vendor Due Diligence with remediation roadmap to neutralize buyer price-chipping.
The Logan Ledger
A proprietary governance framework covering the full PE lifecycle. 264 tasks. 217 defined artifacts. 14 engagement situations from first look through stabilization through exit. Executed in a private and secure AI-assisted application with a hash-chained audit log. Every deliverable is board-ready, audit-grade, and litigation-resistant.
- Intake
- Asset Review at $4,500, five to seven business days. Risk Exposure Summary with insurability scorecard, remediation cost envelope, and exit velocity risk statement. Fee credits against any deeper engagement within 90 days.
- Pre-Close
- Buy-side technical diligence with Go / No-Go recommendation and bid adjustment estimate.
- Post-Close
- 100-day stabilization with hard-stop gates that prevent value-creation spend from accelerating onto an unsecured foundation.
- Hold Period
- Monthly retainer covering Architecture Review Board, AI risk register, cyber risk quantification, vendor management.
- Pre-Exit
- Sell-side Vendor Due Diligence neutralizes buyer price chips. Exit Value Creation drives technology-led multiple expansion. Exit Readiness packages the technology narrative for buyers. Defend the number. Make it bigger. Present it cleanly.
Why Now
Four reasons the conversation about technical risk has fundamentally changed in 2026.
80 percent of PE firms are piloting agentic AI. 9 percent are confident they could pass an independent AI governance audit in 90 days.
Berkley introduced absolute AI exclusions across D&O and E&O policies. Operating Partners sitting on portfolio company boards are now personally exposed.
83 percent of practitioners admit current technical diligence is suboptimal. 83 percent of failed deals are attributed to undisclosed technical liabilities.
Median PE hold (in years) has stretched to 5.8 to 6.5. More time for technical debt to compound. More LP pressure for DPI distributions.
Foundation
The Logan Ledger is the methodology distilled from 36 years of operating in regulated, high-stakes environments.
FINRA-supervised banking infrastructure managed through concurrent regulatory audits with zero audit failures. PII at scale and TCPA-regulated SaaS where revenue observability was rebuilt from a black-box legacy system. A distressed healthcare asset stabilized in a sell-side rescue after a buyer walked due to technical risk. CIO-level organizational rebuilds that turned stalled products into new revenue streams.
Every one of the 264 tasks in the framework exists because the absence of it produced a failure that had to be cleaned up. The framework is what 36 years of cleanup teaches you to put in place before the failure happens.
The Asset Review
No intrusion required. No further commitment.
A productized technology risk diagnostic for lower-middle-market private equity assets. The Asset Review produces a 3 page Risk Exposure Summary with an Insurability Scorecard across five dimensions, the top three financially material risks ranked by EBITDA or exit-multiple impact, a remediation cost envelope, and an Exit Velocity Impact Statement.
Three use cases
- Pre-LOI screen
- Evaluating a target. Need a structured read on technical risk before authorizing full diligence.
- Hold-period diagnostic
- Asset in portfolio. Cyber renewal approaching, AI governance shifting, or major value-creation initiative pending authorization.
- Pre-exit health check
- 12 to 24 months from sell-side. Need to know what a sophisticated buy-side will find before the data room opens.
The $4,500 fee credits in full against any deeper Logan Ledger engagement within 90 days.
How I Engage
Asset Review at $4,500 as the productized front door. Fixed monthly retainer for ongoing portfolio governance. Fixed-fee engagements for discrete situations. Low hours. High leverage. I sit on the owner's side of the table.
Schedule a Call
A 15-minute conversation about risks, blind spots, and EBITDA opportunities in your portfolio or target.