One Specialist Team.
Better Decisions Across Every Portco.
Your outsourced value creation office — senior operators, AI-first, deployed at deal speed. Built for mid-market PE firms who need portfolio-wide operating capability without building a 100-person team.
You Can't Build This Alone. You Shouldn't Have To.
Large-cap PE firms invest $15M+ annually in dedicated value creation teams — 50+ specialists, proprietary platforms, portfolio-wide intelligence systems. Your fund can't justify that headcount. But your LPs expect the same operational rigor, the same cross-portfolio leverage, the same measurable impact on EBITDA.
The result? Your 2–3 operating partners are stretched across 8–15 companies. They advise at the board level but can't execute in the trenches. Technology decisions get made without specialist expertise. Vendor negotiations happen company-by-company. Lessons learned at one portco never reach another.
Thin Coverage
Operating partners stretched across too many companies, forced into advisory-only mode when execution is what matters.
No Portfolio Intelligence
Each portco makes technology, vendor, and implementation partner decisions in isolation, leaving money on the table and repeating mistakes.
LP Pressure Rising
Fundraising increasingly requires demonstrable operational value creation capability. Board-level advice alone no longer satisfies.
A Complete Value Creation Office. One Monthly Retainer.
Three integrated pillars that give your fund the same operating capability that $100B+ firms build in-house.
Specialist Portfolio Leadership
On-demand access to a senior bench of operators who have held the C-suite seats they advise on — CTO, CIO, AI Officer, CPO, CMO, COO. Not junior consultants. Full-stack operating executives available for governance, interim coverage, board participation, and hands-on execution across your entire portfolio.
Technology Intelligence Engine
A continuously updated view of software vendors, implementation partners, and emerging technology across your portfolio. We maintain a living guide — recommended, not recommended, under investigation — so every portco benefits from the collective intelligence of the entire fund.
Leadership Councils & Cross-Pollination
Regular functional leadership sessions that connect C-suite and operational leaders across your portfolio — technology, marketing, product, operations, and finance. Expert-led sessions on AI, cybersecurity, go-to-market, and operational excellence. Delivered for your fund at the right scale.
Portfolio-Wide Intelligence. Continuously Refined.
A four-step cycle that runs continuously. Every month, your portfolio gets smarter. Every vendor decision benefits from collective intelligence.
Inventory
What every portco uses today. Cost. Renewal dates. Owners. Satisfaction scores.
Evaluate
Market scan. Evidence review. Security, integration, and economic analysis.
Publish & Leverage
Monthly guide. Recommended / Not Recommended / Under Investigation. Portfolio-wide negotiations.
Revalidate
Adoption tracking. Value realized. Implementer performance. Recommendation updates.
From Signed Agreement to Full Operating Cadence in 90 Days.
Most funds spend 6+ months building internal operating teams. You'll have full portfolio coverage in 90 days.
Portfolio Baseline
Shared Operating Cadence
Execution Begins
When a Portco Needs Deeper Attention.
Every assessment feeds back into the portfolio intelligence system. Lessons learned at one company strengthen recommendations for all.
Standard Discovery
Current state. Opportunities and risks. Resource capability. Where to dive deeper.
Targeted Assessment
Identify outcome/impact goal. Focused deep-dive. Comprehensive execution plan.
Scoped Execution
Clear owners. Data needs. Expected impact. Fixed price and timeline.
Three Ways to Work Together.
Portfolio Coverage
Full value creation office — leadership bench, technology intelligence, councils, governance. One retainer for portfolio-wide operating capability.
Funds seeking a complete outsourced operating capability
Company Discovery
Initial assessment of a specific portfolio company. Current state, opportunity hypotheses, evidence snapshot, recommended next steps.
Evaluating a specific portco or pre-close diligence
Custom Execution
Fixed price based on opportunity and scope. AI transformation, ERP rescue, cybersecurity, or any capability deployed to a specific company.
Specific initiatives with defined outcomes
See If Fund Operations Is Right for Your Fund.
We work with a limited number of PE firms at any given time to ensure depth of coverage. If you're a mid-market fund looking to build operational value creation capability without the overhead of a full in-house team, let's talk.