FOR PE OPERATING PARTNERS & PORTFOLIO LEADERSHIP
Your portfolio’s cyber risk isn’t
complicated. It’s been made complicated
- on purpose.
Portfolio risk has a deadline.
The compliance industry profits from manufactured complexity.
Monte Vista takes the opposite approach — people, process, and
technology, deployed systematically across your portfolio so deals stop stalling, due diligence is clean, and your companies are exit-ready.
60
Days to audit-ready
per portfolio company
$15-25k
Fixed price per deployment
- predictable at scale
$4k
Monthly for ongoing cyber readiness coverage
1
Senior practitioner
on every engagement
Cyber readiness isn’t complicated.
But somewhere along the way, it got
treated like it was.
WHY IT FEELS HARDER THAN IT SHOULD
The frameworks are dense. The jargon is thick. And the result is the same everywhere: companies that have the controls but can’t prove it when it matters.
But it’s not yours
Dense frameworks, layered acronyms, audit requirements written in language nobody in the business can parse. The security industry grew up around specialization and jargon - and the result is something structurally simple but feels impossibly opaque.
The basics are already there
MFA is on. Data is encrypted in transit. Access controls exist. Most mid-market portfolio companies have 70-80% of the right security controls in place. They’ve made the investments. The tools are working.
Your portfolio doesn’t have a cybersecurity problem. It has a cybersecurity documentation problem.
The breach doesn’t bankrupt your portco - the inability to prove the team took reasonable precautions does. The deal doesn’t stall because they lack a firewall - it stalls because they can’t answer the security questionnaire.
The tools are there. The proof isn’t.
That’s what I fix.
Cyber readiness is an operations function. I run it like one.
HOW IT WORKS
Two engagements. One outcome: portfolio-wide cyber readiness managed systematically - with an owner, a system, and a deadline.
01
Risk assessment mapped to what your LPs and insurers actually ask
Policies and controls that are usable, not generic
Complete evidence library — the proof that was missing
Incident response plan your portco can actually execute
Board-ready risk summary in language your operating team speaks
The deployment
A focused sprint that takes a portfolio company from wherever they are to audit-ready. No boil-the-ocean assessments. No 200-page reports that sit on a shelf. Documented, organized, defensible.
02
Monthly security program oversight and vendor management
Ongoing compliance maintenance and audit support
Board and leadership reporting each quarter
Issue remediation— real-time, not next-business-day
Continuous risk posture updates for your operating team
The retainer
After the deployment, I stay on as the company’s security leader. Not a monitoring dashboard. Not a quarterly check-in. An actual operations function that runs continuously.
What unmanaged cyber readiness actually costs a portfolio.
THE PORTFOLIO MATH
For a fund with 20 portfolio companies, here’s what the operating team is
already paying for - whether they see the line items or not.
WITHOUT A SYSTEMIC APPROACH
Enterprise deals stalled or lost to security questionnaire gaps
$2–5M/year
Fire-drill audit prep when a deal or exit demands it (Big 4 rush)
$75–150K/each
Due diligence findings that reduce valuation at exit
1–3% haircut
20 portcos each reinventing compliance independently
20× the cost
Hidden portfolio drag
$3M+/yr
WITH MONTE VISTA
Deploy 20 portcos x $20k average (standardized, not custom)
$400k/year
Retain 15 portcos x $4k/month ongoing readiness
$720k/year
Security questionnaire response time
Days, not weeks
Exit ready compliance posture across the portfolio
Standard
Total investment (year 1)
$1.12M
ABOUT
I spent years inside the compliance industry — EY, KPMG, then leading a SOC 2 program from scratch through Type II at a data analytics company. Every engagement, the same pattern: smart people making simple things complicated. Security frameworks hidden behind jargon. Audit requirements buried in technical language so companies had to keep paying consultants to translate.
Sierra Miramontez
So I built Monte Vista on the opposite principle. Strip the jargon. Give people plain language. Build the system once and let the system do the work. That's why I can take a portfolio company from wherever they are to audit-ready in sixty days — not because I work faster, but because I stopped making it complicated.
Every engagement is led by me personally. When your portco CEO has a question at 9pm before a board meeting, they call me — not a help desk, not an account manager, not a Level 1 analyst.
EY & KPMG Advisory
SOC 2 Type II program leadership
PE portfolio risk specialization
Board-level communication
Audit support
Continuous risk posture for your operating team
“Everything reduced to people, process, and technology - each one solving for the other two. It was never complicated. It was made complicated, on purpose.”
Let’s talk about your portfolio.
30 minutes. No pitch deck. Just an honest conversation about where your companies stand and what it would take to make them audit-ready.