There's one day your client's IT stops being a cost line — and becomes a number in a deal.
On that day, security posture either adds to the valuation or blows up the price. Almost no MSP can speak to that moment. The ones that can stop being the vendor you call when something breaks — and become the advisor you call before you move. That — the exit conversation — is the one relationship no one price-shops. ITOptik lets you own it.
A company is acquired
Due diligence is already happening — someone's paid five figures for it. You know the environment better than the outside consultancy parachuting in.
It's owned and managed
Posture has to keep climbing and stay documented — quarter after quarter. This is the recurring retainer, and today it’s the only phase you’re in.
It goes to market
Run the same diligence on your own client before a buyer does — fix what they’d flag, and walk in with the number already high.
A premium project sale and a recurring engine — from the same workflow your team already knows.
IT due diligence, in hours
When a PE firm touches a company in your market, deliver an investment-committee-ready assessment: an A–F deal grade, a remediation cost range, Day-1 blockers, every finding traceable to a source document. Five figures, every engagement.
- Deal scorecard the IC reads instead of 40 pages
- Weeks of manual analysis compressed to an afternoon
- Findings auto-carry into ongoing monitoring on Day 1
A living risk register & quarterly reviews
After the deal closes, the relationship keeps paying: a security posture that never goes stale, a risk register the client is in with you, and a quarterly review that writes itself. A retainer that scales without new headcount.
- Posture & compliance scores with a live trend
- Findings that persist and progress, never reset
- QBRs the platform assembles for you, on cadence
Drop in the documents. Get back a scored, source-traceable assessment.
Feed it evidence
Drop policies, audits, scans, insurance declarations — no template, no data entry. Existing tools (Qualys, RMM, backup/DR) can forward straight to an intake address.
AI reads every page
The AI reads each document, maps it to the framework, and pulls evidence quotes — turning weeks of manual review into an assessment you complete in minutes. You review, re-weight, and dismiss false positives — the AI is the analyst; you sign it.
Ship the artifact — branded as yours
A scored posture, a populated risk register, an IC-ready report, a quarterly-review record. Your logo, your colors, your domain on every one.
The same risk. Three audiences. Each sees exactly the slice they should.
You — the MSP cockpit
You produce and manage everything: the register, the cadence, the reviews. They get dashboards; you hold the levers.
The PE firm — portfolio view
Every portfolio company’s risk rolled up onto one board — a portfolio-risk view a PE operating partner has never had.
The business — their portal
The assessed company sees its own score climb, raises concerns, and approves remediation cost — which flows right back to you.
Findings persist and progress — they never reset.
Every finding carries a lifecycle state across cycles. Once a client has months of trend data and a portfolio of in-flight findings inside the platform, switching is painful. The history is the product.
We're not a GRC — and that's the point.
GRC platforms answer “are we ready for our audit?” for regulated companies with an internal compliance team. ITOptik answers “are we managing our security?” for the non-regulated mid-market — managed by an MSP, scored on a cadence, priced for the market it serves.
When a client eventually needs SOC 2, HIPAA, or PCI, those frameworks are on the roadmap. Same platform, same cadence, expanded scope.
Build a security practice, not billable hours
A productized, white-labeled practice that scales without adding analysts. See the model and the economics.
Explore the partner model →Portfolio exit-readiness, refreshed monthly
Exitrac gives you every portfolio company's exit-readiness on one board — delivered through your MSP partner.
See Exitrac →