Every acquisition, in the program by day one.
Each deal brings a new company with its own stack, policies, and obligations. TruOps runs diligence on the target, sets up the acquired company from its own documents, and adds it to the group view.
TruOps helps companies that grow by acquisition, such as insurance brokerages and services roll-ups, and the private equity funds behind them. Before close, it runs security and compliance questionnaires on a target and checks the answers against the documents provided. After close, it sets up the acquired company's program from its own documents, carries diligence findings into the risk register, and adds the company to a parent view scored on the same 0 to 5 maturity scale as the rest of the group.
- Every deal brings a new company to assess and bring into the program
- Diligence findings get lost between signing and day one
- Leadership wants one view of risk across companies that each keep their own obligations
A customer in this space
The challenge
Each acquisition adds a company with its own stack and obligations. Diligence stays in the data room, the acquired company starts its program from scratch, and the group view waits for the next integration project.
- Each client or entity means a new implementation.
- The parent view is a spreadsheet of exports.
- Playbooks don't carry over.
What you're probably using today
Here's what acquisitive companies and their funds usually run today.
| What you use now | Where it falls short | With TruOps |
|---|---|---|
| Diligence questionnaires in Excel | Answers go unchecked, and findings stay in the data room after close. | Questionnaires checked against the documents the target provides, with findings carried into the risk register at close. |
| A fresh GRC setup for every acquired company | Months before the new company has a working program, and no two companies scored the same way. | Each acquired company set up from its own documents, scored on the group's 0 to 5 assessment. |
| A group report built from exports | Nobody can click into a number, and shared vendors never show up. | A live parent view of posture, risk, and deadlines, with shared vendors flagged as concentration risk. |
From diligence to day one
- DiligenceSend the target a security and compliance questionnaire and check the answers against the documents it provides.
- CloseCarry diligence findings straight into the acquired company's risk register.
- Day oneSet up the company's program from its own documents, with a pre-filled baseline assessment.
- IntegrateScore it on the group assessment and add it to the parent view.
Each company keeps its own obligations
An acquired agency in one state and a regulated carrier in another keep their own frameworks and owners. The group compares them on one assessment and one risk scale, and shared vendors show up as concentration risk.
For private equity funds
The same model works across a portfolio. Each portfolio company gets its own environment. Operating partners see every company on the framework's 0 to 5 scale, next to an industry benchmark you load and a fund target, and diligence runs on the same platform.
What this usually replaces
- A diligence questionnaire that stays in the data room after close.
- Months of setup before an acquired company has a working program.
- A group risk report stitched together from exports.
- Vendor lists that never get merged, so shared vendors stay invisible.
How TruOps helps
- Diligence questionnaires
- Answers checked against the documents the target provides.
- Day-one program
- Set up from the acquired company's own documents.
- Findings carried over
- Diligence findings land in the risk register at close.
- Group view
- Posture, risk, and deadlines across every company.
- One scale everywhere
- 0 to 5 maturity by function, next to a benchmark you load.
- Built for funds too
- Per-company environments and a portfolio view for private equity.
Questions
Can TruOps run security due diligence on an acquisition target?
Yes. Send a questionnaire, and TruOps checks the answers against the documents the target provides. See M&A due diligence.
How fast can an acquired company join the program?
Its program is set up from its own documents, so it starts with a pre-filled baseline assessment for your team to review.
Does this work for private equity funds?
Yes. Each portfolio company gets its own environment, and the fund sees all of them in one view on the same maturity scale.
Can we compare an acquired company to its industry?
Yes, on the same 0 to 5 scale used across the group. The industry line is a benchmark you load. TruOps doesn't publish an industry ranking.
Do we have to rip out the tools we already use?
No. Connectors are read-only. They read from your cloud, identity, endpoint, vulnerability, and code tools without changing anything. Spreadsheets, prior reports, and policies upload into the Data Room. If you're moving from a SOC 2 automation tool or an enterprise GRC suite, you bring over your frameworks, evidence, vendors, and risks.
Can we bring our existing assessments, control lists, and vendor files?
Yes. Upload workbooks, reports, policies, and vendor exports. TruOps turns them into structured questionnaires, controls, and risks, each linked to the file it came from, for you to review.
Related
Security and compliance diligence on targets, then a working program from day one.
→OrganizationMulti-entity enterprisesBusiness units and subsidiaries, each with its own program.
→PlatformMulti-tenantGive every client or entity its own space, with one view across all of them.
→Use casesBoard reportingAnswers leadership can act on, with sources.
→See it run on your own data.
Book 30 minutes with a GRC specialist. Bring a real document, like a SOC 2 report, risk register, or vendor list (redacted is fine), and we'll show TruOps 2.0 working on it.