First 100 days
Identify current AI use, accountable owners, and control dependencies. Prioritize work against the company's operating plan.
AI governance for PE-backed companies
Move AI from scattered pilots to an owned plan.
Cocha helps CIOs, CISOs, and operating teams at PE-backed companies deploy Claude and Copilot with practical data controls and clear responsibilities. Connect the AI rollout to the company’s operating priorities without losing track of access, exceptions, or evidence.
60-minute working session · Written findings · Follow-up review · No obligation to purchase
What your team needs to decide.
Changing organizations
Review access and connected data as teams, acquisitions, shared services, and external advisers change.
Evidence that travels
Keep a record of tools, owners, control decisions, and open issues that leadership can use in governance and diligence discussions.
Create a repeatable approach, company by company.
Start with a focused diagnostic. Where deeper analysis or changes are needed, we agree on a paid scope with your team before work begins. Implementation and ongoing advisory are tailored to the environment, not included in the free Snapshot.
A prioritized starting point
An inventory discussion, selected data-access checks, and open questions tied to the company's next AI decision.
A practical rollout scope
Pilot users, approved sources, implementation priorities, and responsibilities shared with the local IT team.
A leadership review rhythm
An agreed cadence for control changes, exceptions, and progress. Consistent reporting where it fits the portfolio's needs.
The free Snapshot is a company-level diagnostic. Portfolio-wide reviews, transaction diligence, and implementation plans require separate scoping; it is not an investment opinion or assurance report.
A useful next step before a bigger commitment.
The free AI Readiness Snapshot covers five areas: data security posture, data access, monitoring coverage, Shadow AI exposure, and a Microsoft Secure Score baseline.
Your administrator reviews and runs a read-only SharePoint exposure script before the 60-minute working session. We provide written findings within five business days after the session and receipt of the required inputs, then hold a 30-minute review.
A bounded diagnostic, not a complete tenant audit, penetration test, regulatory certification, or implementation plan.
Bring your existing IT team.
We work alongside internal IT, security, and your MSP. Your team remains part of the decisions, implementation, and handoff.
Steven R. Combs brings 30 years in IT and 15 years working with law firms to the access and governance questions shared across organizations. Gabriella San Miguel coordinates project activity and scheduling.
Already have an agreed project? Request a project conversation.
Questions before you begin
Can one free Snapshot assess the entire portfolio?
No. We agree on the organization and inputs for each Snapshot. Work across multiple portfolio companies is scoped separately.
Do we have to buy anything after the Snapshot?
No. The working session, written findings, and follow-up review are free. You can act on the findings with your own team. Deeper assessments, implementation, and advisory are scoped separately.
When will you respond?
We aim to respond within 4–8 business hours, Monday–Friday, 8 AM–5 PM Central. The overall schedule depends on your team's availability and the agreed inputs.
Read before you book.
Existing Cocha articles relevant to these decisions.
Make the next AI decision with clearer evidence.
Questions? 281-607-0616 · info@cochatechnology.com