David Logan
Technology risk governance for private equity buyers, owners preparing an exit, and private-credit lenders.
Board-ready. Audit-grade. Litigation-resistant. On the owner's side of the table.
Which side of the table are you on?
Or book a 15-minute call →
Who I Serve
Three sides of the same table. Each gets work built for its own purpose, not repurposed from someone else's.
For Buyers
Lower-middle-market PE, independent sponsors, and self-funded searchers. Diligence before the check clears, governance through the hold, a defensible number at exit.
For Sellers
Business owners, PE-backed portfolio companies, and founders 12 to 24 months from a process. Find the technical liabilities before the buyer does, and defend the number.
For Lenders
Direct lenders, special situations desks, and credit teams managing PE-sponsored portfolios. Technology assessment classified for the lender, not reused from a buyer’s diligence.
The Logan Ledger
A proprietary governance framework covering the full deal lifecycle. 398 tasks. 405 defined artifacts. 31 engagement situations spanning private equity buy-side, sell-side, carve-out, and private-credit lifecycles. 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 398 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.