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For sponsors, operating partners and portfolio companies

Portfolio revenue lift, on the hold-period clock.

GTM diligence pre-close, standing up the revenue engine post-close, and a shared operating cadence across portfolio companies — from one senior team.
Portfolio snapshot
6 companies
P1
PortCo · SaaS
Post-close · day 120
On plan
P2
PortCo · Services
Pre-close · diligence
In progress
P3
PortCo · Industrial
Post-close · day 320
Attention
Portfolio KPI pack
To LPs, monthly
Sector context

One partner, many operating models — running to the same clock.

Sponsors need consistent instrumentation across the portfolio and bespoke execution inside each PortCo. We staff for both.
01

Pre-close diligence

A structured GTM read on a target: motion, data, stack, and the moves needed post-close — delivered on deal timelines.
02

Post-close 100-day plan

The revenue engine stood up in the first hundred days: CRM, hygiene, ICP, outbound, reporting.
03

Portfolio-wide instrumentation

Shared KPI pack across companies so the LP pack is comparable, not artisanal.
04

Ops on subscription

Managed Support across the portfolio — specialists shared across companies without hiring the roles at each.
Pre-close → post-close

The team that scopes the diligence is the team that ships the plan.

No handoff, no consultant hop. The findings from diligence flow straight into a 100-day plan and the operators who run it — on the same contract.

Hold-period cadence · sample

Day 0–30Diligence findings → 100-day plan Kickoff

Day 100Revenue engine live, hygiene clean Milestone

Year 1–3Managed Support · quarterly LP pack Steady state

ExitClean data, defensible growth story Ready

By industry

Other sectors we operate in.

The engagement is scoped to the motion each sector actually runs — not a generic playbook.
Sector →

Technology & SaaS

PLG-to-sales handoff, expansion pipeline and enterprise motion built together.
Sector →

Professional Services

Partner-led referral engines and long, high-consideration deals.
Sector →

Healthcare & Life Sciences

Compliance-aware outreach and committee-heavy procurement.
Sector →

Financial Services

Regulated messaging, long cycles and referral-driven motions.
FAQ

Private Equity questions.

Every engagement is tailored to the team and systems you already have. Here are the questions we hear most often.
Can you scope on deal timelines?
Yes. We can produce a focused GTM diligence read on the timeline the deal requires, then carry the findings into the first operating plan.
Do you work across the portfolio at once?
We can. The operating model gives the sponsor a shared KPI spine while each PortCo gets the execution cadence its motion needs.
Will you sign an NDA with the sponsor and the target?
Yes. We work within the sponsor’s diligence process and can contract directly with the PortCo once the transaction closes.
Can we bring you in for a single PortCo?
Absolutely. A single PortCo is often the right place to prove the operating model before extending it across the portfolio.

Portfolio revenue lift, on the clock.

Show us the thesis and the PortCo. We will tell you where the value creation plan is quietly under-scoped.