Cross-Portfolio Sourcing Strategy
Cross-Portfolio Sourcing Strategy for PE and VC Firms.
Leveraged Spend Agreements for PE firms
How Portfolio managers can cut cost and reduce tech debt in their portfolio companies.
At ReadyNine, we engineered a cross-portfolio sourcing strategy purpose-built for private equity and venture capital firms. By consolidating technology procurement across portfolio companies, we deliver enterprise- level pricing, premium vendor terms, and faster deployment— benefits rarely accessible to individual entities. Our proprietary R Platform streamlines opportunity mapping, vendor alignment, contract negotiation, and rollout—guided by our industry-specific Centers of Excellence. The result? 9 Up to 60% cost and time savings Reduced risk & tech debt Improved EBITDA margins And through our reinvestment model, firms can channel returns into innovation across the portfolio.
Unlock Value at Scale: Introducing a Cross-Portfolio Sourcing Strategy Partnership sourcing across portcos 💰 Driving Unlock new revenue channels with scalable, modern tech 🕒 Operational Maximize efficiency through streamlined vendor execution. 🛡 Reduced Avoid vendor lock-in and long-term tech debt exposure. 📈 EBITDA Boost margins by reducing waste and consolidating spend. Efficiency Margins Revenue Risk PE/VC Firm PortCos
How It Works The ReadyNine Cross-Portfolio Sourcing Strategy 1.Discovery – Portfolio audit & opportunity mapping 2.Vendor Match – Smart alignment through R Platform 9 3.Negotiation – Bulk discounts, enterprise SLAs 4.Implementation – COE-led rollout and onboarding 5.Optimization – Escalation support & ongoing governance
SW & operating system obxolescence? Cut Spend By Eliminating Tech Debt Contractual SW entitlements vs. actual usage? Major SW vulnerabilities?
Our Core Tech Pillars AI/CX Automation Predictive insights, automation, scale For PE Portfolio Companies Expense Management Telecom/SaaS spend reduction Managed IT Services Operational backbone Cloud Infrastructure Scalable, secure, and efficient Security & Compliance Value and asset protection
Capital Markets Highlights Global savings and modernization made possible by bulk-negotiated contracts Faster deployment with ReadyNine CoE + Certified Providers Strategic alignment to portfolio-wide cloud and network transformation goals Replaced MPLS with Aryaka SD-WAN and migrated 500+ users to Fuze UCaaS Eliminated redundant Verizon contracts through consolidated procurement Deployed global voice modernization using pre- negotiated provider terms A Wipro Company Sourcing Strategy in Action Industry: Financial Services Challenge: A global financial firm was stuck with outdated telecom infrastructure — costing millions and holding back innovation.
Oriental Trading Highlights PE-backed speed and scale enabled through sourcing strategy partnership Avoided vendor lock-in with multi-vendor evaluation model Maximized ROI with ReadyNine-led execution & support Used ReadyNine’s pre-vetted vendor ecosystem to fast-track Contact Center transformation Executed centralized vendor selection with stakeholder-aligned demos Delivered full project management and training at no cost via CoE A Berkshire Hathaway Company Sourcing Strategy in Action Industry: Retail / E-Commerce Challenge: A 20-year-old call center system couldn’t handle a surge in online orders — leading to long hold times, rising costs, and unhappy customers.
Why ReadyNine? The eTSP to Power Your Portfolio ✅ Certified Vendor Network Pre-vetted, best-in-class providers 🏗 Industry-Specific COEs Built-in expertise by sector 🤝 Hands-On Execution From contract to escalation 👷♂ Expert Project Manager Dedicated lead at no added cost 🧭 Unbiased Tech Advisors We work for you - not the vendor 🚨 Priority Support Access Reduce downtime & cut to the front of vendor support line
ReadyNine Expert Spotlight Former CIO & CISO with extensive leadership across retail, global finance, utilities, and packaging industries. Chair of the IT Sourcing Council, part of the Berkshire Hathaway sourcing strategy group—where he helped consolidate and optimize tech spend across numerous subsidiaries. Partnered with global business units to align innovation with operational execution, delivering meaningful digital transformation. Meet the Expert Who Helped Shape the Berkshire Hathaway Model Christopher O’Brien I've had the privilege of building high- performing teams and driving change through technology and vendor alignment. The cross- portfolio sourcing model isn't just a theory— I've seen it create real value across billion- dollar portfolios." Application Development Security Vendor Negotiations Contract Strategy
Cost Savings Time-to-Value Portfolio ROI Procurement Efficiency What Could Your Portfolio Company Be Saving? Use Our ROI Calculator to Discover the Value of Consolidated Tech Spend
Sourcing Strategy Program Creation Portco Adoption ReadyNine Compensation Firm-Level Reinvestment Fund innovation, offset technology spend, or accelerate cross-portfolio initiatives. Shared Value: Reinvestment Incentives To deepen alignment with our PE partners, we offer a firm-level reinvestment opportunity tied to the overall success of your portfolio’s engagement. 10 Portcos $100k/mo Tech Initiative Reinvestment over the life of the term Example ~$150k
Centralized View For All Your IT Investments Intelligent Lifecycle Management Immediately understand ongoing costs and upcoming renewals. Comprehensive overview of your IT resource portfolio current state, spend forecasts, SaaS subscription summaries and upcoming contract maintenance/renewals Contracts & Subscriptions
“A cross-portfolio sourcing strategy enables PE/VC firms to achieve up to 40% faster time-to-value and 30–60% cost savings versus traditional procurement models, ensuring a competitive edge in today's market.”
