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Upgrade to Windows 11 to Avoid Security Risks

EOS for Windows 10 means that Microsoft will no longer provide free software updates, technical assistance, or security fixes for this operating system after October 14, 2025. 

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INDUSTRIES

Managed IT Built for Private Equity

 

Secure. Scalable. Strategic.

 

 

Maximize operational efficiency, reduce risk, and unlock value across your portfolio companies with Sourcepass as your IT partner.

 

Book a Private Equity IT Consultation

 

 

The IT Challenge for Private Equity Firms:
Complex Portfolios, High-Stakes Growth

 

Private equity moves fast—and so must your technology. However, IT across diverse portfolio companies often creates roadblocks:

 

>  Inconsistent systems and outdated infrastructure

>  Cybersecurity vulnerabilities and compliance gaps

>  Siloed IT across PortCos, limiting visibility and control

>  Unpredictable IT spend that eats into margin

>  Time-consuming onboarding and offboarding processes

 

Your tech stack shouldn't slow you down.
Sourcepass is here to help you scale with speed, security, and simplicity.

 

The Solution for PE Firms:
Purpose-Built IT for the Private Equity Lifecycle

 

Our managed and co-managed IT services are engineered for financial sponsors and PortCos navigating complex M&A, growth, and exit cycles. Whether you're standardizing technology across holdings or supporting a bolt-on acquisition, Sourcepass delivers a modern, proactive IT model that meets you where you are.

Enterprise Grade Cybersecurity

  • 24/7 Monitoring, Detection & Response (MDR)
  • SSO, MFA, endpoint protection, and threat prevention
  • Compliance-aligned solutions: SEC, FINRA, HIPAA, SOC 2

Standardized, Scalable Infrastructure

  • Migrate to a proven, unified IT stack
  • Microsoft 365 enablement, cloud readiness, and smart networking
  • Eliminate shadow IT and reduce tech debt

Automation for Day 1 Readiness

  • Onboarding/offboarding automation and workflow orchestration
  • Identity and access management (IAM)
  • HRIS and SaaS provisioning integrations



Real-Time Visibility with Quest™

 

Our proprietary Quest® platform delivers total transparency:

  • Track ticket status and project progress
  • Manage device inventory and licensing
  • Request support or access self-help tools
  • Available via mobile, desktop, or web

IT for Private Equity Process:
What to Expect

 

 

 

Deal Stage (7)

 

Why Private Equity Firms Choose Sourcepass

 

Private equity firms don’t just need IT support—they need a partner who understands the speed, scale, and sensitivity of the PE world. That’s where Sourcepass stands apart.

We combine excellent service, strategic guidance, and industry-leading transparency to help you align technology with your investment thesis.

Whether you’re optimizing one holding or building a tech-forward platform across your portfolio, Sourcepass helps you create a secure, scalable foundation for growth—with total transparency and unmatched service.

 

>  Always-on IT support from our U.S.-based team, available 24/7 through Quest™, phone, or email

>  Built-in cybersecurity, data protection, and compliance support to safeguard enterprise value

>  Cloud backup and recovery to ensure business continuity across all portfolio companies

>  Client Success Managers and Strategic Advisors who help align IT strategy with transaction and growth goals

>  Streamlined procurement and vendor management for hardware, software, and SaaS tools

>  Quest® Platform access for complete control and insight across every engagement

The Numbers Speak for Themselves

With Sourcepass, you’re not just outsourcing IT—you’re gaining a strategic partner who delivers excellent service, full transparency, and the innovation needed to unlock value at speed and scale.

2200

+

Clients

500

+

Team Members

9

Locations

97

%

CSAT Score

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A Next Generation IT Experience

Quest® by Sourcepass is a next-generation IT management platform that delivers full transparency, exceptional service, and intelligent automation—all in one place.

With real-time ticket tracking, project updates, and streamlined employee onboarding, Quest® puts you in control of your tech ecosystem from desktop or mobile. It's IT made smarter, faster, and fully aligned with your business.

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Dedicated to excellence.

Sourcepass has achieved SOC 2 Type II and ISO 27001 certifications, reflecting our commitment to safeguarding the confidentiality, integrity, and availability of data, environments, and cybersecurity processes for both customers and trusted partners alike.

IT Insights for the Financial Sector

Learn more on how we enable success with our clients, our thoughts on emerging technologies, and how to position your company for growth.

Industry - Financial Services Security & Compliance

Combatting Cyber Threats in Investment Banking: What You Need ...

By  Alex Davis    | 25 July 2025
In a sector defined by high-stakes transactions and sensitive client data, investment banks are prime targets for cybercriminals. In recent years, sophisticated attack ...
Read more  >
Industry - Financial Services Strategy & Modernization

Breaking Down IT Silos in Global Investment Firms

By  Alex Davis    | 25 July 2025
As investment banks and asset managers expand globally, technology teams often become fragmented—each region or division maintaining its own systems, data, and processes. The ...
Read more  >
Industry - Financial Services Security & Compliance M&A

Managing Cybersecurity Across a Changing Portfolio in M&A

By  Alex Davis    | 24 July 2025
Mergers and acquisitions (M&A) create exciting growth opportunities, but they also bring complex cybersecurity challenges. As companies add new entities to their portfolio, ...
Read more  >

Build a Scalable, Secure IT Foundation for Every Deal

 

We’ve helped PE firms and portfolio companies modernize their infrastructure, standardize operations, and strengthen cybersecurity—all while supporting M&A velocity.

Fill out the form below to speak to a Private Equity Managed IT Specialist!