IT Services for Texas Private Equity Firms
Uprite provides managed IT, cybersecurity, and SEC Regulation S-P compliance support to Texas private equity firms, their management companies, and their portfolio companies for a flat monthly rate, with a 5-minute average first response. We support sponsors in Houston, Dallas, Fort Worth, and San Antonio, from a six-person management company raising its first fund to a firm carrying twenty operating businesses.
Built for firms where the SEC examines a fourteen-person office and the LP diligence questionnaire runs past 280 questions.
Get a Free Private Equity IT Assessment25+ Years in Texas | MSP 501 Winner | SOC 2 Type 1 | 120-Day Guarantee
87 Reviews
4.9/5.0 ★★★★★
Get Your Free Private Equity IT Assessment
Recognized Across Texas for Managed IT and Security
Why Generic IT Fails Here
A Private Equity Firm Is Three IT Environments Filed Under One Name
Most providers look at a private equity firm and see a small professional office. Fourteen people, maybe forty. Laptops, Microsoft 365, a conference room that needs a better camera. They quote it that way. They staff it that way. The number comes back looking sensible.
The number is sensible. It is also aimed at the wrong environment. A sponsor is three environments wearing one company name, and only the first one looks anything like an office.
The management company is the registered entity. It is what the SEC examines, what holds the books and records, and whose email archive has to be producible on request. Headcount is small. Regulatory weight has never been proportional to headcount, and nobody has successfully argued that it should be.
Then the fund layer. This is where the money moves. Capital call notices going out to limited partners. Distribution instructions coming back. A virtual data room open to bidders you have never met, running on a platform you did not procure. A fund administrator holding investor records that remain, legally, your responsibility.
The portfolio is the part nobody quotes for. Eight to thirty operating companies you control but do not run. Each arrived with its own IT, its own provider or its own guy, and its own unpatched thing in a closet outside Waco. A breach there does not stay there. It lands in your LP report, in your representations and warranties claim, and in the diligence file of whoever buys that company from you in four years.
Generic IT covers the first environment competently and quietly treats the other two as somebody else’s job.
They are not somebody else’s job. They are the two that produce the expensive mornings.
The Deadline That Already Passed
Your Regulation S-P Compliance Date Was June 3, 2026
The SEC adopted amendments to Regulation S-P on May 16, 2024. Larger entities came due December 3, 2025. Smaller entities, meaning registered investment advisers holding under $1.5 billion in regulatory assets under management, came due June 3, 2026. That threshold covers most private equity firms in Texas, and that date is now behind us.
The requirements are short. They are also specific, which is unusual and genuinely helpful. A written incident response program that detects, responds to, and recovers from unauthorized access to customer information. Notice to affected individuals as soon as practicable and no later than 30 days after you become aware. Records that document you actually did the first two things.
Then there is the provision almost nobody has touched. Your service providers must be contractually obligated to notify you within 72 hours of becoming aware of a breach affecting customer information they hold. Not just your IT provider. All of them. The fund administrator, the deal room, the outsourced CFO, the CRM, the payroll platform, whoever hosts the investor portal.
That is a contract project wearing an IT costume. No security tool closes it. It closes when somebody lists every vendor that touches investor data, reads the executed agreement for a notification clause, and chases the ones signed before 2024 that do not have one.
We build that list. We do not sign it. We are not your counsel. What we bring is the technical half: detection that turns “becoming aware” into a timestamped event rather than a phone call from a limited partner, and an evidence pack that shows an examiner what was in place on the day it happened. If you want the broader Texas picture, our financial services IT practice covers the adjacent rules.
The Tougher Auditor
The Limited Partner Audits You Before the SEC Does
An examination arrives on a schedule you do not control but can prepare for. Operational due diligence arrives in the middle of a raise, from someone holding a checkbook and no obligation to be reasonable about your timeline. The ILPA due diligence questionnaire is the common starting point, and institutional investors routinely bolt a cybersecurity supplement onto it. Here is what gets asked, roughly in the order it shows up.
Access Control and Offboarding
Who can reach the deal folder, the LP register, and the fund administrator portal, and how fast that access disappears when an associate leaves. Evidence means an access review with dates on it. A policy is not evidence.
Incident Response, Written and Rehearsed
Not whether a plan exists. The date of the last tabletop, who sat in the room, and what the exercise changed. A plan nobody has rehearsed reads to a diligence analyst as a plan nobody believes.
Vendor and Sub-Adviser Oversight
Which third parties hold investor data and what your contracts require of them. This is the same register the amended Regulation S-P now expects you to maintain. Build it once. It answers both.
Recovery Testing, Not Recovery Targets
Recovery time objectives with test results behind them. LPs learned to ask for the restore log, because every plan document on earth claims four hours. Every one of them. Ours sits inside disaster recovery in Texas.
Email Authentication and Payment Controls
SPF, DKIM, and DMARC at enforcement rather than at monitor, plus a documented callback procedure for any change to payment instructions. Increasingly requested by name, not by category.
Records and Off-Channel Communications
Advisers Act Rule 204-2 never named a communication channel, which is exactly the problem. Deal partners run on text and messaging apps. Recordkeeping failures around those channels have produced the largest enforcement penalties in the sector over the last three years.
We do not fill out your questionnaire. We assemble the technical evidence sitting behind roughly forty of its questions, in a folder your CFO can open during a call instead of reconstructing over a weekend.
The Numbers
Context Worth Checking Yourself
Two of these are ours. The rest are public, sourced, and dated, which is the only kind that belongs on a page trying to sell you something. Go check them.
June 3, 2026
Regulation S-P compliance date for smaller entities, meaning advisers under $1.5B in regulatory AUM (SEC)
30 days
Maximum time to notify affected individuals after becoming aware of unauthorized access to customer information
72 hours
Window your service providers must now be contractually bound to when a breach happens on their side
$809,000
Average targeted payout of a fake capital call notice, against $72,000 for an ordinary wire transfer scam (Agari, 2021)
5 minutes
Uprite average first response across every priority level and every ticket tier
120 days
Uprite satisfaction promise. Not satisfied inside four months and you can leave the contract
What You Actually Get
What Private Equity IT Services Include
Six things. Ordered by how often they turn out to be the missing one.
Identity and Email Security
The layer where money actually leaves. Impersonation and lookalike-domain protection, conditional access, mailbox rule monitoring, DMARC pushed to enforcement, and phishing simulation aimed squarely at the people who approve wires. Built on Microsoft 365 where you already live.
Deal Room and Third-Party Access
Who holds access to which data room, granted by whom, expiring when. Most firms can answer the first two. Expiry is where it falls apart, and stale bidder access from a closed auction is the most common finding in our assessments of deal-driven firms.
Records and Off-Channel Retention
Advisers Act recordkeeping applied to the channels your deal team actually uses rather than the ones your policy wishes they used. Capture, retention, legal hold, and a search that returns results in minutes when counsel asks.
Portfolio Company Assessment
A standard technical assessment you can run at signing on every acquisition, so ransomware exposure surfaces during diligence rather than in month four of the hold.
Backup and Tested Restores
Restores that were actually performed, with a log and a date attached. Fund accounting, the LP register, deal files, and the email archive, roughly in that order of urgency.
vCISO and Evidence Packaging
A written information security program, an incident response plan, a vendor register, and an examination-ready folder. Delivered through our vCIO and vCISO practice rather than as a one-off document.
The Expensive Part
Where the Money Actually Leaves
Business email compromise cost United States organizations $3.05 billion in reported losses during 2025, second only to investment fraud, inside a record $20.9 billion of total reported cybercrime losses (FBI IC3 2025 Internet Crime Report). Private capital is a specific and attractive corner of that, for a reason that is mostly arithmetic. A fraudulent invoice moves five figures. A fraudulent capital call moves seven. It also lands in an inbox where large unexpected wire requests are ordinary business. Agari’s 2021 fraud research put the average targeted payout of a capital call scam at $809,000, roughly eleven times the $72,000 average of a conventional wire transfer scam. Four places it happens, and the control that actually closes each one.
| Where it happens | What the attacker needs | The control that matters most |
|---|---|---|
| Capital call notice to LPs | Your domain spoofed, or a single mailbox inside the management company reading mail quietly for a few weeks | DMARC at enforcement, impersonation protection, and an out-of-band confirmation step for any change to wire instructions |
| Distribution or redemption instruction | A compromised limited partner mailbox, not one of yours, which is why your own controls never fire | A callback rule to a previously known number that nobody is allowed to skip because a partner said it was urgent |
| Portfolio company payables | A finance mailbox at a company you own but do not administer, usually with no multi-factor authentication | Assessment at signing, MFA everywhere, and a payment change procedure imposed as a portfolio standard |
| Deal room and diligence traffic | Nothing clever at all. Access from a bidder who lost the auction eleven months ago and was never removed | Access expiry by default, plus a quarterly review that produces a dated list somebody signed |
Before You Read Further
One Question for Your Current Provider
If a limited partner calls tomorrow to say they wired a capital contribution to an account that was not yours, who at your IT provider picks up, and how quickly can they tell you which mailbox had been reading your mail?
Ninety seconds to find out. More informative than any proposal you will read this quarter. Ask it today.
The Part Nobody Quotes For
Your Portfolio Is the Largest Thing You Do Not Manage
A management company is perhaps forty identities. A portfolio of twelve operating businesses is several thousand, spread across whatever each company happened to be running on the day you bought it. You control those businesses. You do not administer them, and the gap between those two verbs is where the money sits.
It shows up in three places. In diligence, when the technology section of a buy-side report comes back thin because nobody scoped it properly and the seller’s IT documentation is a spreadsheet last touched in 2021. On Day 1 of a carve-out, when the transition services agreement is running a clock and the acquired business is still authenticating against the seller’s directory. And at exit, when a buyer’s diligence surfaces an unremediated incident and the price moves in the wrong direction.
We do not think sponsors should centralize portfolio company IT. Most should not. Operating businesses have real operational requirements and a mandate that came from the deal thesis, and forcing eleven of them onto one platform is a distraction wearing the word synergy.
What works is smaller. A standard assessment at signing so you know what you bought. A short list of controls that are not negotiable across the portfolio, usually multi-factor authentication, tested backup, endpoint detection, and a written payment change procedure. And a technical contact at the sponsor a portfolio CFO can call at six in the morning without opening a statement of work.
Here is the honest part, since it matters. We do not yet have a named private equity sponsor we can publish as a reference, and we are not going to invent one. What we can show you is our work inside the kind of businesses that sit in Texas portfolios: a growing manufacturer we modernized while bringing it into cybersecurity compliance, and an oil and gas operator where reactive support was costing more in downtime than the fix. Both are published. The detail in them is real. Ask us about the ones we cannot publish.
Honest Qualification
Who This Is For, and Who It Is Not
| This is built for | Probably not the right fit |
|---|---|
| Management companies of roughly 10 to 150 people at SEC-registered advisers, where a Regulation S-P incident response program has to exist and be evidenced | Single-deal SPVs and entities with no employees. You need a password manager, MFA, and a good backup, not a managed services contract |
| Sponsors carrying five or more operating companies who want one standard technical assessment at signing rather than a bespoke scramble per deal | Firms shopping strictly on the lowest per-seat number. We will not be it, and pretending otherwise wastes a meeting for both of us |
| Firms mid-raise where a limited partner has sent an operational due diligence questionnaire with a cybersecurity section and a return date | Anyone who wants a provider to attest to a control that is not actually in place. We have declined this before and will again |
| Family offices and independent sponsors who have moved past the point where one person’s laptop is the disaster recovery plan | Sponsors who want portfolio company IT centralized onto one platform by default. We will argue about it, you may win, but it will not be our opening recommendation |
| Any firm that has already had a near miss on altered wire instructions and has no appetite for the second one | Firms that need a badged full-time seat in the office every day. We do onsite work, but that is not the model |
The Pushback We Hear
Five Reasonable Objections
“We are fourteen people. This is over-engineered.”
Fourteen people is the point. The SEC does not scale its expectations to your headcount, and neither does an institution running operational due diligence on a $400 million fund. What scales is the invoice. Fourteen users costs what fourteen users costs.
“Our fund administrator handles this.”
They handle their platform. They do not handle your mailboxes, your identities, or your deal room, and under the amended Regulation S-P they are a service provider you are expected to oversee rather than defer to. Go read the notification clause in your agreement with them. Most were signed before 2024.
“We already have a CIO.”
Then keep them. Co-managed support starts at $100 per user per month and exists for exactly this shape: one capable internal person, plus depth behind them for identity, monitoring, and the evidence work nobody has time for during a raise.
“The portfolio companies are not our problem.”
Legally, mostly true. Practically, an incident at a portfolio company reaches your LP report, your insurance renewal, and the price a buyer will pay for that business. You do not have to run their IT. You do have to know what you bought.
“We will deal with this after the fund closes.”
Understood. It is the most common answer we get. It is also when the diligence questionnaire lands, which is the worst possible week to discover that your access reviews were never documented. The assessment takes about a week and needs your attention for very little of it.
How We Start
Four Weeks, Beginning With the Wire Path
Not with a network diagram. With the route a capital call notice takes from your office to a limited partner, and the route the money takes coming back, because that is the path with the largest number attached to it.
1
Assessment
About a week. We trace the capital call and distribution workflow end to end, inventory identities and mailboxes across the management company, review deal room and third-party access, and check where your email authentication actually sits. If you have a live diligence questionnaire, we work from its questions instead of ours.
2
The Written Plan
Findings ranked by what would hurt most, priced individually. You keep the document whether or not you hire us. Several firms have handed it to their existing provider and had the work done there. That is a fine outcome.
3
Cutover on Your Calendar
Identity and email changes move inside a planned window. Nothing moves during a close, a capital call, or the week an LP report is due. Your calendar wins. Always.
4
Quarterly Evidence Review
Access reviews against the current roster, a restore test with a log behind it, an updated vendor register tracking notification clauses, and a documentation pack sized for an examiner or an LP analyst. This is the part that makes the next questionnaire boring. Boring is the goal.
What Clients Say
Hector and Kareem are super helpful! They are always willing to take on my computer problems even if its small. I had my mouse disappear off my screen, it was an user issue but Hector didn't make me feel small or "dumb" for this error. We love uprite!
I’ve been extremely satisfied with Uprite Services and would recommend them without hesitation. They consistently deliver reliable, high-quality work and truly feel like a true partner rather than just another vendor. A special thank you goes to Arvin Ebueng, he is always quick to respond to our needs and incredibly easy to communicate with. No matter how busy things get, Arvin makes sure we’re taken care of promptly and with a smile. His responsiveness and clear communication have made every interaction smooth and stress-free. Thank you, Arvin and the entire Uprite team, Peerless Equipment is a customer for life!
I had been having trouble with an IT matter that I didn't think would be fixed but Arvin Ebueng from Upright took his time with me and worked with me until we were able to resolve the issue. The issue was an internal issue with the way the program was written, but Arvin came up with a great work around so that I am now able to do what I need to do at my job. Long story short, he got me access to both things that I need access to simultaneously and daily. Thanks 😊 Arvin, you are much appreciated 👏 💐 🥳.
Gerardo Sanchez was very helpful & professional. Uprite Services has great customer service and outstanding technicians. We have used them for several years and will continue our business with them.
I'm am not a "tech" person, however the team at Uprite gets me through the technological side of computers and software so that I can function on a daily basis... but the most enduring quality is that they care. Special shoot out to Mary, Sergio, Eufemio, Hector, and Jeff just to name a few... I appreciate each of you and the help you give me.
Great service by Juan and Jacob. Always helping us out at Alamo City Trailer Sales. We have been using this company for over 10 years and always happy with the work they do.
FAQ
What Private Equity CFOs Ask First
Fully managed IT starts at $138 per user per month. Co-managed support for firms with an internal CIO starts at $100, and security-only engagements are priced separately. Portfolio company work is quoted per company, because a 40-person distributor and a 400-person manufacturer are not the same job. Our Texas managed IT pricing page shows the full range.
If your firm is a registered investment adviser, yes, and your compliance date was June 3, 2026 if you hold under $1.5 billion in regulatory assets under management. The amendments require a written incident response program, notice to affected individuals within 30 days, a 72-hour notification obligation on your service providers, and records proving you did it. Confirm applicability with your counsel. We build and evidence the technical half.
We assemble the technical evidence behind the cybersecurity and IT sections, then hand it to whoever owns the response. That means access review logs, restore test results, the incident response plan with its last tabletop date, your vendor register, and current email authentication status. We do not write it. We do not sign it.
We can. The more useful engagement is often smaller. A standard assessment at signing, a short list of controls required across the portfolio, and a technical contact your portfolio CFO can call directly. Full management of an operating company is a separate scope, quoted per company.
Layered email and identity controls, plus a mandatory callback to a previously known phone number rather than one printed in the email. That means DMARC at enforcement, impersonation protection, mailbox rule monitoring, and a written payment change procedure that survives someone senior calling it urgent. Technology narrows the window. The callback closes it.
Advisers Act Rule 204-2 requires business communications to be preserved and never specified a channel, which is why off-channel communications have driven the largest recordkeeping penalties of the last three years. We deploy capture and retention across the channels your team actually uses. That argument is much cheaper to have before an examination than during one.
It should not, and the schedule is built around your calendar rather than ours. Identity and email move inside a planned window, usually a weekend. Nothing touching a live close, a capital call, or an LP reporting deadline moves without written sign-off from you first.
120-day satisfaction promise. If you are not satisfied within the first four months, you can exit the contract. Your rate is fixed for the term as well, so a growing headcount does not quietly reprice you in the middle of a fund.
Start Here
Find Out Who Can Still Reach Your Deal Room
Two findings turn up in nearly every private equity assessment we run. Bidders from an auction that closed last year who still hold working access to a data room. And a service provider agreement, usually with the fund administrator, carrying no breach notification clause at all, because it was signed before the amended Regulation S-P existed.
Neither is a crisis this morning. Both are how a bad quarter begins. Neither takes long to fix.
The assessment takes about a week, costs nothing, and you keep the written roadmap whether or not you hire us. We work with sponsors across Houston, Dallas and Fort Worth, San Antonio, and the rest of Texas.
Or call our Houston office directly at (281) 956-2280. We are at 5718 Westheimer Rd, Suite 1000-101, Houston, TX 77057.
