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Portfolio Company Cyber Program

A Sponsor-Purchased Cybersecurity Compliance Program for your PortCo's

Portfolio companies face real cybersecurity risk – and increasing regulatory scrutiny. The SEC, FINRA, and state regulators expect documented cybersecurity programs, annual risk assessments, employee training, and evidence of continuous monitoring. Most PortCo’s lack the internal resources to build and maintain a program that meets those expectations.

The result: sponsors carry portfolio-wide cyber risk with limited visibility into where problems exist and are unprepared when an examiner or an LP due diligence team asks for documentation.

 

One Contract, Full-Portfolio Coverage

Powered by Advisor Armor

Built for the PE/VC Context

Silver works exclusively with investment advisers, broker-dealers, and their portfolio companies. Our programs are designed for the operational reality of PortCo’s – smaller IT footprints, limited security staff, and sponsors who need portfolio-wide visibility without managing each engagement individually.

  • Structured cybersecurity oversight across portfolio companies – Silver deploys a standardized compliance program at each portco, reducing risk exposure from day one
  • Silver manages the full program lifecycle: policy development, platform deployment, and ongoing regulatory monitoring
  • Sponsors gain a single, consistent cybersecurity framework across the portfolio – with board-ready reporting and examination support that holds up to LP and regulatory scrutiny

Portfolio-Wide Cyber Visibility

Silver gives fund managers a single, trusted partner for portfolio-wide cyber risk management, working exclusively with investment advisers and their portfolio companies to deliver structured oversight at both the fund and company level.

  • Reporting across all enrolled portfolio companies, covering program status, Advisor Armor compliance scores, open findings, and any incidents or issues
  • Silver manages ongoing portco oversight on behalf of the sponsor – monitoring compliance posture, tracking remediation progress, and escalating material issues as they arise
  • Consolidated fund-level visibility gives GPs examination-ready documentation and a defensible cyber risk narrative for LP due diligence and board reporting

What the Program Includes

Policy Development (WISP and IRP)

Drafting or updating the PortCo’s Written Information Security Policy (WISP) and Incident Response Plan (IRP), aligned to applicable regulatory expectations and the sponsor’s portfolio-wide standards.

Continuous Endpoint Compliance Monitoring

A set-and-forget applet runs invisibly on every PortCo device, continuously verifying that devices remain in compliance with documented policies. 

Annual Cyber Risk Assessment

A structured annual assessment of the PortCo’s cybersecurity posture – identifying gaps, prioritizing remediation, and producing a findings report suitable for board and LP review.

Firmwide Cybersecurity Training

Annual training for all PortCo employees covering phishing awareness, password hygiene, AI tool usage, and data handling obligations. Completion tracking provided.

Annual External Penetration Test

A third-party penetration test of the PortCo’s external attack surface, conducted annually. Findings report and remediation guidance included.

Phishing Exercises

Phishing exercises are included as a core program component, simulating real-world attack scenarios to test employee readiness.

Powered by Advisor Armor

Continuous endpoint compliance monitoring is built into every engagement from day one through the Advisor Armor platform. A set-and-forget applet runs invisibly on every portfolio company device, automatically verifying compliance with documented policies and generating examination-ready documentation. No manual device audits, no compliance spreadsheets, no scrambling before an examination. PortCo’s stay examination-ready 24/7.

Ready to learn more?​​

Contact Silver to discuss a program for your portfolio. We will scope the engagement, provide pricing, and walk you through the Advisor Armor advantages.

Contact Michael

Michael Regan

Director of Cybersecurity Compliance

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