ACCELERATE PORTFOLIO PERFORMANCE
Solutions for Emerging PE & VC Firms
Transform your PE/VC investments with operational excellence, strategic leadership, and proven execution capabilities that drive measurable value creation.
THE CHALLENGE
Navigating Today's PE/VC Reality
Value creation now hinges on operating leverage. We plug operating rigor into deal, portfolio, and exit workflows.
Common Challenges
Portfolio performance gaps under tighter markets
Leadership and talent scarcity during scale-up
Operational complexity across industries and geos
Exit prep that demands audit-ready data and narratives
What Firms Need
Operator-led diligence and 100-day planning
Repeatable playbooks for GTM, pricing, and efficiency
Leadership and Execution Talent for Transformation and Standardization
Clean reporting and KPI storytelling at exit
How We Create Value
Diligence & Thesis Testing
Operator-led assessments to validate growth levers, quantify synergies, and map the first 100 days.
Operating Model Design
Translate strategy into process, org, KPIs, and governance for predictable execution across holdings.
Value Creation
Hands‑on delivery of margin expansion, GTM, pricing, and efficiency programs with drumbeat reporting.
Exit Readiness
Clean data rooms, scalable processes, and KPI narratives that support premium outcomes.
COMPARE & CONTRAST
Best-Fit Services
Compare engagement models side-by-side, and pick the model that aligns with your mandate.
OPaaS
Best when...
Need seasoned operating partners to lead diligence, 100-day plans, and value creation
Primary Outcomes
Operator-led DD, strategy design and execution, operating cadence, margin expansion, playbooks.
Typical Duration
3-12 months
Team Composition
Lead operator + analysts/SMEs
Example Use Cases
Roll-ups, carve-outs, integration, pricing overhaul
Our Recommendation
for PE & VC Firms
TaaS
Best when...
Need fast access to interim execs and specialist operators for targeted springs
Primary Outcomes
Leadership coverage, capability spikes, knowledge transfer
Typical Duration
3-24 months (as needed)
Team Composition
Curated bench of execs & SMEs
Example Use Cases
Interim CFO/COO, GTM audit, data migration
FaaS
Best when...
Need entire functions delivered under SLAs (Finance, RevOps, Marketing Ops, Tech/Data
Primary Outcomes
Predictable outputs, KPI governance, enterprise-grade execution
Typical Duration
6-24 months
Team Composition
Dedicated pod with leads & ICs
Example Use Cases
Monthly close, RevOps engine, data platform run
Dimension
Best when...
Primary outcomes
Typical duration
Team composition
Example use cases
OPaaS
Need seasoned operating partners to lead diligence, 100-day plans, and value creation.
Operator-led DD, strategy design and execution, operating cadence, margin expansion, playbooks.
3-12 months
Lead operator + analysts/SMEs
Roll-ups, carve-outs, integration, pricing overhaul
Our Recommendation
for PE & VC Firms
TaaS
Need fast access to interim execs and specialist operators for targeted springs.
Leadership coverage, capability spikes, knowledge transfer.
3-24 months (as needed)
Curated bench of execs & SMEs
Interim CFO/COO, GTM audit, data migration
FaaS
Need entire functions delivered under SLAs (Finance, RevOps, Marketing Ops, Tech/Data)
Predictable outputs, KPI governance, enterprise-grade execution.
6-24 months
Dedicated pod with leads & ICs
Monthly close, RevOps engine, data platform run
TIMELINE
Where We Plug In
Flexible engagements across the investment lifecycle.
Pre-Deal
Pre-Deal
• Operator POV in diligence
• Synergy & integration model
• 100-Day blueprint
First 100 Days
First 100 Days
• Standalone/TSAs & PMO
• Org/KPI cadence
• Quick-win execution
Build & Scale
Build & Scale
• GTM & pricing programs
• Ops & working capital
• Tech/data modernization
Exit Readiness
Exit Readiness
• KPI narrative & reporting
• Process and data room
• Vendor DD support
Pre-Deal
• Operator POV in diligence
• Synergy & integration model
• 100-Day blueprint
First 100 Days
• Standalone/TSAs & PMO
• Org/KPI cadence
• Quick-win execution
Build & Scale
• GTM & pricing programs
• Ops & working capital
• Tech/data modernization
Exit Readiness
• KPI narrative & reporting
• Process and data room
• Vendor DD support
Let’s Chat About Your Portfolio Goals
Share your thesis and hold-period goals—we’ll propose the right operating model.