For PE Operating Partners · Board Members · C-Suite · CISOs

The independent voice
your board
doesn't have yet.

Risk advisory for PE operating partners, board members, and C-suite executives at the intersection of security, data, and AI. No vendor relationships. No commercial stake in what we conclude. Risk priced in financial language — not fear.

Request a Diligence Conversation The Work
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20+
Years operating both sides of the enterprise value equation
3
Domains converged — Security · Data · AI — as one discipline
0
Vendor relationships. Zero commercial stake in what we conclude.
Selected Work

Engagements that changed the outcome.

PE Diligence
Surfaced undisclosed OT exposure across 14 manufacturing sites before close
Finding renegotiated purchase price. Post-close remediation roadmap delivered in 30 days.
Mid-market PE · Manufacturing · $340M transaction
Board Advisory
Translated SEC cyber disclosure obligations into board-ready risk language
Board adopted independent risk reporting cadence. First disclosure filed without external counsel dependency.
Public company · Financial services · Fortune 1000
Fractional CDAIO
Built converged data, AI, and security governance architecture from zero
CDAIO operating model live in 90 days. Board reporting cadence established. AI governance framework adopted enterprise-wide.
PE-backed · Healthcare technology · Series C
Case details are illustrative of engagement type and outcome. Client identities held in strict confidence.
Organizations and frameworks this practice has contributed to
NIST
MITRE
Carnegie Mellon
FAIR Institute
SCF
Independence

Every source your board has access to is either a vendor, a consultancy with engagements to scope, or a journalist without operational experience. You are making governance decisions with no independent translation layer.

Materialiti exists to be that layer. Twenty years operating both sides of the enterprise value equation — protection and growth — in the same career, not sequentially as a pivot but simultaneously as a discipline. Security, data governance, and AI strategy as one discipline viewed from different altitudes.

The analysis reaches the conclusions it reaches regardless of who is in the room or what product is implicated. That is a structural feature, not a marketing claim. Verifiable by any buyer in under sixty seconds.

What sets this apart

Three things no other advisory practice can claim.

I
Convergence is the practice
Security, data governance, and AI strategy treated as one discipline. Most advisory practices are single-domain with adjacent claims. This one is built at the intersection and can demonstrate it through credential, client work, and published analysis.
II
Independence as structure
No vendor affiliations. No platform dependencies. No consulting firm parent with conflicting engagements. The advisory practice is structurally designed so that its conclusions cannot be purchased.
III
Risk in financial language
FUD is the commodity this market runs on. This practice prices risk, frames tradeoffs in the language of enterprise value, and connects security and data posture directly to valuation, exit readiness, and board accountability.
Who this is for

Three rooms. One practice.

PE & Board
Operating Partners & Board Members
Standard diligence processes are calibrated to satisfy transaction requirements, not reveal operational truth. Management teams have a structural incentive to present capability rather than expose gaps.
"What is the one question that surfaces what the management presentation is not saying?"
C-Suite
CEO · CFO · COO · General Counsel
No independent voice at the intersection of data, AI, and security simultaneously. Every source available is either a vendor, a consultancy with engagements to scope, or a journalist without operational experience.
"I need to be able to lead this conversation, not just attend it."
Practitioners
CDO · CAIO · CDAIO · CISO
Content produced for these roles is almost universally written by people who have studied them rather than occupied them. The operational, political, and career dimensions are treated as secondary to technical correctness.
"Written by someone who has actually done this. Not studied it."
Boundaries

This practice is not for everyone.

Knowing who this is not for is as important as knowing who it is for. If the engagement is expected to confirm what management already decided, this is the wrong practice for that buyer.

—Compliance checkbox work — SOC 2 readiness, audit prep, policy documentation as a standalone engagement
—Buyers who need a vendor recommendation engine — we evaluate governance architecture, not platforms
—Organizations that want validation rather than honest assessment
—Buyers whose primary criterion is cost per hour

The conversation starts with one question.

No pitch. No deck. A single conversation to determine whether there is a genuine fit. If there is not, we will say so.

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