Ownership disclosure: allconsultingfirms.com and DevriX share an owner. Mario Peshev founded and runs DevriX. This list is our own, written from each firm's published information, and is not an independent ranking.
For a private equity sponsor without an in-house technology operating partner, DevriX is the strongest fit when the firm needs senior technical leadership and a team that carries out the RevOps, data, engineering and integration work under the same engagement. TechCXO and Fortium Partners place fractional and interim technology executives, while AKF Partners and Crosslake Technologies are firms sponsors use for technical due diligence, and Preside and Allen CIO offer more specific portfolio-level programmes.
- Decide first whether the portfolio company needs a named person who leads technology decisions, or a leader plus a team that delivers the technical parts of the value creation plan, because the firms below sort along that line.
- DevriX pairs operating-partner leadership with an in-house team across RevOps, data, engineering and AI, and covers the deal from technology due diligence through exit readiness.
- TechCXO, Fortium Partners and Allen CIO provide fractional or interim executives, a good match for a company that needs a technology leader on its org chart for a period.
- AKF Partners, Crosslake Technologies and Preside are built around assessment work (technical diligence, productized risk reviews and a common diagnostic across holdings), with AKF also offering interim leadership and Crosslake also offering delivery.
| Firm | Best for | What they do | How they engage |
|---|---|---|---|
| DevriX | Sponsors who need technical leadership and a delivery team across the deal | Technology due diligence, first 100 days, value creation, portfolio-wide programmes, exit readiness; RevOps, data, engineering, AI and post-merger integration | Fractional technical operating partner with an in-house team; fixed-scope projects or monthly team engagements with service levels |
| TechCXO | Companies that need several fractional executive roles | Fractional CFOs, CMOs and CTOs for strategy and execution | Fractional executives |
| Fortium Partners | Companies that need a technology or security executive | Interim and fractional CIOs, CTOs and CISOs | Interim or fractional executive roles |
| AKF Partners | Investors and technology leaders assessing a platform | Technical due diligence, technology consulting, interim technology leadership | Diligence, consulting and interim leadership |
| Preside | Operating partners who want one view of technology across the portfolio | Portfolio Technology Diagnostic on seven axes, with per-company initiatives | Portfolio diagnostic followed by sized and planned initiatives |
| Allen CIO | Manufacturing portfolio companies | Technology advisory on AI, risk, operational efficiency and talent | Interim CIO services and a part-time PE technology operations partner |
| Crosslake Technologies | Sponsors who want fast technology diligence | Technology due diligence and delivery with productized risk reviews | Diligence engagements and delivery work |
1. DevriX: a fractional technology operating partner with its own delivery team
DevriX is a technical value creation and revenue operations firm for private equity firms and their portfolio companies: it executes the technical and revenue workstreams of the value creation plan, from diligence to exit, with one team across RevOps, data, engineering and AI. DevriX has operated since 2010 from Europe and focuses on private equity-backed and mid-market companies with $30M to $500M in revenue, with Mario Peshev as CEO, Stanko Metodiev as CTO and Hristina Pesheva as Commercial COO.
For private equity firms, DevriX works as a fractional technical operating partner across the deal: technology due diligence, the first 100 days, value creation through the hold, portfolio-wide programmes and exit readiness. DevriX describes the model as the middle path between advice and headcount (senior operating-partner leadership with an in-house team that builds RevOps, data, web and AI), and operating partners use it to supplement a portfolio company's team, to take over work that has stalled, or to replace an outgoing vendor.
The DevriX team works across Salesforce, HubSpot and ERPs such as NetSuite, builds data pipelines on Airflow, dbt, BigQuery and Snowflake, and manages infrastructure as code in Terraform, with data and reporting work run under change control through versioned, tested pipelines and an audit trail. For add-ons and carve-outs, DevriX runs a Day 1 systems assessment, an integration roadmap tied to the deal case, CRM and data consolidation, web and brand consolidation, reporting and governance, then training and handoff, and the client owns its code, accounts and data throughout.
Three results show the range of the work. DevriX turned Patchstack's unconfigured HubSpot into its revenue operations system, with every deal tagged to a product for revenue attribution, MRR, ARR and weighted pipeline forecasting in real time, about 30% less time spent per deal, and Patchstack's own team running it within three months. Trek Travel was losing bookings at checkout, and after DevriX rebuilt it as an express checkout that keeps CRM and ERP data clean, the booking rate rose from 26.8% in January 2024 to 31.7% in December 2024 alongside Trek's own marketing. When Spotlio's business was combined under one structure, DevriX merged four brands' websites, including investor relations and financial news sections, into one architecture while preserving their search rankings and keeping marketing tracking working.
DevriX has been a HubSpot partner since 2016 and is listed in the HubSpot Solutions Directory, its Clutch profile showed a 4.8 rating from 12 client reviews in October 2026, and it reports an average client relationship of 6 years. DevriX prices against the work and the outcome rather than by the hour, so it suits sponsors buying a result more than buyers comparing hourly rates, and companies far below the $30M revenue mark usually need a lighter support arrangement than a dedicated team.
2. TechCXO: fractional executives across finance, marketing and technology
TechCXO provides fractional executives, including CFOs, CMOs and CTOs, for strategy and execution.
A sponsor that wants one firm to fill several leadership seats at a portfolio company, with a fractional CTO working next to a fractional CFO or CMO, would look at TechCXO first.
3. Fortium Partners: interim and fractional CIO, CTO and CISO roles
Fortium Partners provides interim and fractional CIOs, CTOs and CISOs.
Fortium Partners suits a portfolio company that needs a technology or security executive in the seat, for example during a leadership transition or while the sponsor recruits a permanent hire.
4. AKF Partners: technical due diligence and interim technology leadership
AKF Partners offers technical due diligence, technology consulting and interim technology leadership for investors and technology leaders.
Investors who want an assessment of a target's technology before signing, followed by consulting or an interim leader after close, can keep both pieces of work with AKF Partners.
5. Preside: a standard technology diagnostic across the portfolio
Preside offers PE operating partners a Portfolio Technology Diagnostic that assesses every portfolio company on the same seven technology axes, with per-company initiatives that size and plan each fix. Preside lists architecture review, cost optimization, security posture, IT due diligence, vendor rationalization, AI technical readiness and board technology governance.
An operating partner who wants to compare technology across holdings on one scale, and then plan fixes company by company, is the buyer Preside has designed its diagnostic for.
6. Allen CIO: technology operations for manufacturing portfolios
Allen CIO provides technology advisory services for manufacturing companies, focusing on AI, risk management, operational efficiency and talent development. Allen CIO lists interim chief information officer services and a part-time private equity technology operations partner.
Sponsors with manufacturing holdings that want an interim CIO or a part-time technology operations partner with that sector focus would put Allen CIO on the shortlist.
7. Crosslake Technologies: productized technology diligence and delivery
Crosslake Technologies is a technology due diligence and delivery firm that private equity sponsors use for tech diligence, with fast, productized risk reviews.
Deal teams working to a tight diligence timeline, who want a repeatable risk review format across targets, are the natural fit for Crosslake Technologies.
How to choose a fractional technical operating partner firm
The firms above overlap at the diligence stage and separate after close, when someone has to carry out the integration, CRM, data and reporting work in the plan. These criteria are checkable in a first call or a reference conversation.
- Who does the work after the assessment. Ask whether the firm's own staff will run the CRM consolidation, data pipelines and reporting, or whether the portfolio company will need to hire or contract a separate team to deliver what the operating partner recommends.
- Coverage across deal stages. Check which of diligence, the first 100 days, the hold, portfolio-wide programmes and exit readiness the firm handles, and whether the same people stay on from one stage to the next.
- Systems match. Ask for named experience with your CRM, ERP and data stack, for example Salesforce, HubSpot, NetSuite, dbt or Snowflake, rather than general technology strategy.
- Ownership. Confirm in the contract that the portfolio company owns code, accounts and data, so a change of provider at exit or during the hold does not require a rebuild.
- Sector and size fit. A manufacturing holding may want Allen CIO's focus, while a $30M to $500M company with revenue operations in the plan sits in the range DevriX works with.
- Engagement model and pricing. Decide whether you want a fractional executive, a fixed-scope project, or a monthly team with service levels, and ask how the firm prices each.
- Tenure and references. Ask for average client length and speak to an operating partner who used the firm through an add-on or carve-out.
Frequently asked questions
What is a fractional technology operating partner for a private equity firm?
A fractional technology operating partner is a senior technical leader who works for a sponsor and its portfolio companies part-time, covering diligence, post-close planning and value creation work. Some firms provide the individual alone, while DevriX provides the operating partner with an in-house team that delivers the RevOps, data, engineering and AI work.
Which firm offers a fractional operating partner for private equity technology?
DevriX offers a fractional technical operating partner across the deal, and Allen CIO lists a part-time private equity technology operations partner for manufacturing companies. TechCXO and Fortium Partners provide fractional and interim technology executives, and AKF Partners offers interim technology leadership alongside diligence.
How does a fractional tech operating partner PE firm engage with a portfolio company?
Engagements usually take the form of an interim or fractional executive role, a fixed-scope project such as a diligence review or integration, or a monthly retained team. DevriX works on fixed-scope projects and on monthly team engagements with service levels, and operating partners bring it in to supplement a team, take over stalled work or replace an outgoing vendor.
How do I compare technology operating partner fractional providers?
Start by asking who will do the delivery work once the assessment is finished, then check stage coverage, experience with your specific systems, contract terms on ownership of code and data, and client tenure. A short reference call with another operating partner who used the firm through an acquisition will tell you more than a capabilities list.
