Turn your MSP book into a recurring cyber program — without hiring a security team.
ITOptik is the platform MSPs and vCISOs use to deliver monthly security posture, compliance mapping, and remediation tracking — branded as your service. AI does the heavy lifting, your clients see continuous value, and your PE-firm sponsors get a portfolio-wide view with Exitrac.
One platform. Three audiences who get value.
MSPs buy. End clients see the dashboard. PE firms watch the portfolio.
MSPs & vCISO Practices
Build a recurring cyber program for every client in your book — without hiring a security team. Branded portal, AI-driven analysis, monthly cadence, and a dashboard your clients actually log into. Your vCISO services run on the same platform — no separate tooling required.
Explore MSP capabilities →Private Equity Firms
Exitrac gives PE firms a centralized view of cyber risk and exit readiness across the entire portfolio. Every portco scored on the same scale, refreshed monthly, with remediation tracked in one place. Delivered through ITOptik-certified MSP partners — no new vendor for your portcos to onboard.
See Exitrac →Target Companies in Transactions
Whether you're being assessed for an acquisition or preparing your own exit, get a guided, branded portal to upload evidence, see your security posture, and close findings — without playing email tag with auditors. Your existing MSP can drive the whole engagement on ITOptik.
M&A diligence flow →The Gap Between Selling Security and Operating a Cyber Program
Your security service feels like a project, not a program
One-off assessments, PDFs in email, and an annual review that nobody reads. Clients can't tell what they're paying for, and renewal feels like a sales motion every time.
Compliance mapping eats your week
Clients increasingly ask about SOC 2, HIPAA, PCI, NIST CSF — mapping controls and reconciling overlaps by hand is specialized work that doesn't scale past a handful of clients.
You can't show measurable improvement over time
Without comparable scoring across periods and clients, you can't prove the program is working. That's the conversation that loses renewals — and the one that closes upsells.
What You Don't Have Today — But Will on Day One
Continuous Posture, Not Point-in-Time
Run baseline assessments on a monthly or quarterly cadence. Posture scores trend over time. Clients log in and see the program working — not a PDF from six months ago.
Built Around Your Methodology
Purpose-built document analysis: per-document classification, per-category scoring, theme clustering across red flags, cross-framework correlation.
Compliance Out of the Box
SOC 2 Type II, HIPAA Security Rule, PCI DSS 4.0, NIST CSF 2.0, CIS v8, CMMC L2 — mapped, weighted, and ready to assess. Cross-framework correlation surfaces overlapping controls so you only collect each piece of evidence once.
Remediation Tracking That Closes the Loop
ITOptik proposes remediation items from every assessment. Assign owners, set due dates, attach evidence, mark accepted-risk — and clients see their open list every time they log in.
Red Flag Themes, Not Noise
Theme clustering deduplicates findings across documents and assessments. One root cause = one theme — not 30 redundant flags. Deal-impact sorting puts critical issues at the top.
Posture & Deal-Rating Scoring
Seven framework-agnostic risk-posture categories scored 0–100 each, rolling up to an A–F posture rating. Deterministic methodology — not vibes. Clients trust the number.
M&A Due Diligence (Upside Module)
When a client transacts, you already know the environment. ITOptik turns that into deal-ready IT diligence — executive summary, risk register, integration-complexity scoring — without bringing in a stranger DD firm.
Branded Throughout
Your logo, your colors, your report templates, your client-facing emails. Clients see your security practice — not ours. (Custom domains on the roadmap.)
From Onboarding to a Self-Sustaining Program in 4 Steps
Onboard Clients in Minutes
Add a client, pick their assessment scope (baseline, compliance, or M&A DD), and invite them to their branded portal.
Evidence Flows In
Clients upload policies, configs, and documentation through their portal — or forward them by email and ITOptik files them automatically.
AI Analyzes and Scores
Documents are classified, mapped to compliance frameworks, scored against the methodology, and clustered into themes. What used to take days happens automatically.
Deliver and Sustain
Branded reports, a client dashboard with trends, remediation tracking, and an automated reassessment cadence. The program runs itself.
30 Days to Your First Managed Cyber Client
What your first month on ITOptik actually looks like.
Stand up your branded practice
Configure white-label colors, logo, and report templates. Import your top 5 clients. Run your first baseline assessment in your sandbox.
Open the gates
Invite client target users to upload evidence. Email-to-upload routes everything that hits inbox into the right assessment. AI starts classifying and scoring as documents land.
Review & curate
AI-generated findings, theme clusters, and compliance evaluations land in your Partner Portal. Override anything that needs an expert eye, add MSP context, finalize the narrative.
Publish & set the cadence
Publish branded reports. Walk clients through their dashboard. Set monthly/quarterly cadence — every reassessment auto-creates with a fresh collection window. The program is live.
The whole thing is self-serve. No SOW. No professional services engagement. No six-month implementation. You sign up, you brand it, you sell it.
Three Views. One Platform.
Your end clients see their posture. You see the operations. PE firms see the portfolio.
What Your Client Sees
Target-company portal — branded as your practice.
- Posture dashboard with security score and trend
- Remediation action items with owners and due dates
- Compliance gap heatmap across SOC 2, HIPAA, PCI, NIST CSF
- Branded throughout — your logo, your reports
What You See
Partner Portal — operate your whole book.
- Portfolio-wide scores across every client
- Assessment pipeline and scheduling
- Renewal tracking and engagement status
- AI-generated findings ready for expert curation
What PE Firms SeeExitrac
Client Portal — portfolio risk + exit readiness.
- Portfolio-wide risk distribution at a glance
- Exit-readiness signals (Day 1, TSA, posture trend)
- Common red-flag patterns across portcos
- Comparable scoring — every portco, same methodology
This is the multi-sided value loop: Your client logs in and sees their security improving. You run the operations. The PE firm watching the portfolio sees comparable, refreshed risk data across every portco. One platform, three audiences, three reasons to renew. Learn about Exitrac →
A Single Pane of Glass Across Your Portfolio
When you have 20, 50, or 100 portfolio companies, you can't track cyber risk in spreadsheets and annual point-in-time reports. Exitrac is the portfolio command center for PE firms whose portcos are managed by ITOptik MSP partners — every company assessed on the same methodology, scored on the same scale, refreshed on a monthly or quarterly cadence.
What You See on Day One
Continuous portfolio oversight.
Portfolio risk distribution
Which portcos are red, yellow, green — at a glance, refreshed monthly.
Common red-flag patterns
Systemic issues across the book that you can fix with one strategic decision.
Remediation progress
Every open finding, every portco, who owns it, when it's due.
Assessment pipeline
Who's in scope, who's mid-cycle, who's overdue.
What You See at Exit Time
Exit-readiness signals across the portfolio.
Exit-readiness signals
Day 1 Readiness, TSA complexity, integration risk — scored continuously.
Deal-rating-quality assessments
A–F posture rating for every portco, refreshed in-flight — not a scramble at LOI.
Buyer-ready risk register
Already in the right format for the buyer's diligence team. No new work at signing.
Portco-vs-portco comparison
See how Portco X compares to the rest — and where the program is still pulling.
Delivered through our MSP partner network. Your portcos already work with an MSP. Exitrac runs on top of that relationship — your MSP delivers the assessments, you get the portfolio view. No new vendor for your portcos to onboard. No fresh DD firm walking in cold every transaction.
When Your Client Transacts, You're the One They Call
Every M&A transaction needs IT due diligence. Today that work goes to specialized DD firms charging $30K–$75K per engagement — and walking in cold. Your clients' acquirers are hiring strangers to assess environments you already know inside and out. ITOptik turns the running cyber program into a deal-ready diligence package in days, not weeks.
12+ IT Domain Assessments
Infrastructure, security, compliance, data governance, disaster recovery, IT financials, and more.
Deal-Ready Scoring
Letter grades (A–F), quantified posture scores, and integration-complexity readouts buyers expect.
Red Flag Identification
Surface critical risks before they become deal-breakers — or before they trigger price adjustments.
Board-Ready Reports
Executive summary, detailed assessment, risk register — formatted for transaction committees, not help desks.
For many MSPs, transaction diligence becomes the highest-margin service line in the book. The recurring program brings you to the moment; the M&A module captures the transaction revenue.
Are you a PE firm or acquirer? You don't need to hire a traditional DD firm that walks in cold. Our MSP partners already know the target's environment and deliver deal-ready diligence powered by ITOptik. Contact us to find a partner in your deal's geography — or learn about Exitrac for ongoing portfolio oversight.
Built for the Way MSPs Actually Operate
Partner Portal capabilities that turn ITOptik into your security operations layer.
White-Label Branding
Your logo, your colors, your report templates, your client-facing emails. Custom domains on the roadmap.
Client Management Dashboard
Every client at a glance: posture scores, assessment status, upcoming renewals, open remediation.
Automated Scheduling
Monthly/quarterly reassessments auto-create with their own evidence collection windows. Cron-driven reminders keep clients moving.
Email-to-Upload
Clients forward policies and configs by email. Authorized senders, attachment validation, automatic routing into the right assessment.
Compliance Framework Library
SOC 2 Type II, HIPAA Security Rule, PCI DSS 4.0, NIST CSF 2.0, CIS v8, CMMC L2. Cross-framework correlation surfaces overlaps automatically.
Expert Override + Audit Trail
AI proposes; you decide. Override any score, severity, or finding — with a full audit trail so you can defend the result.
Built by People Who've Done This — Not People Who've Read About It
ITOptik was built by a team with hands-on experience in cybersecurity, IT risk management, and private equity due diligence. The assessment methodology isn't theoretical — it comes from doing this work in the real world, for real transactions, with real consequences.
Three Tiers. Pick Where Your Practice Lives.
Per-MSP platform subscription. Resell to your clients at your own price.
Baseline
For the MSP starting to formalize security as a service line.
- Posture assessments + A–F rating
- Compliance mapping (SOC 2, HIPAA, NIST CSF, CIS)
- AI document analysis
- Branded client portal
- Up to quarterly cadence
Managed
For the MSP running a real recurring program.
- Everything in Baseline
- Monthly cadence + posture trend
- Remediation tracking with owners and due dates
- Theme clustering & deal-impact sorting
- Email-to-upload + auto-scheduled reassessments
- PE-firm client portal access
Managed+
For MSPs serving PE-firm books and complex compliance.
- Everything in Managed
- Exitrac portfolio view for your PE clients
- Cyber-management tools (incident playbooks, advisor mode)
- M&A Due Diligence module
- Cross-framework correlation across 6+ frameworks
- Expert override + audit trail on every finding
Pricing depends on book size and active modules.
Talk to us about pricingReady to Build a Cyber Program Clients Actually Renew?
See how ITOptik turns your MSP into a managed-security practice — and gives your PE-firm sponsors an exit-readiness view they've never had before.