Target Segment // Private Equity
Your portfolio companies have great products. Their revenue operations are a mess.
Inconsistent systems, no unified reporting, and zero visibility into operational maturity across the portfolio. We fix that systematically, company by company, with one methodology.
Book a Discovery Call// SYS.DIAGNOSTICS
Every acquisition comes with operational debt.
No standardized reporting across companies.
Each portfolio company tracks different metrics in different systems. You can't benchmark what you can't compare. Board reporting requires manual data pulls, and the numbers still don't add up.
Duplicative tools burning cash.
The average company we audit has 4.2 tools doing the same job. Multiply that across a portfolio and you're funding redundancy at scale. Nobody has an inventory of what's running.
No visibility into operational maturity.
You know the financials. You can see the P&L. But you can't see whether the revenue engine at each company is held together with duct tape or actually built to scale.
Post-acquisition integration takes too long.
Every new company means another 6 to 12 months figuring out their systems before you can optimize. That's time and value left on the table.
// ROOT_CAUSE
You're standardizing financials but not operations.
Most PE firms have a playbook for financial integration. Very few have one for revenue operations. Each portfolio company was built by a different founding team, with a different CRM, different workflows, and different assumptions about what "qualified" means.
Internal hires can't solve this. A RevOps person embedded at one portfolio company sees one stack. They don't have visibility across the group. And hiring one for every company doesn't scale.
The result: board meetings where pipeline data comes from five different sources, operating partners who can't compare company performance on equal terms, and value creation initiatives that stall because the data foundation isn't there.
// METHODOLOGY
One methodology deployed across the portfolio.
Most PE clients land in Tier 3: Full Build.
Phase 01
Portfolio Diagnostic
Same methodology deployed to each company in sequence or parallel. Each company gets the full diagnostic. You get a portfolio-wide maturity scorecard.
Phase 02
Implementation
Companies that need the fix convert to implementation retainers. Same senior team. No handoff. We build the identical scalable framework into each distinct CRM instance.
Phase 03
Ongoing Portfolio Retainer
Ongoing retainer across the portfolio. Quarterly impact reports per company. Repeatable onboarding playbook for new acquisitions to immediately map to your standard.
// OUTPUT_PROJECTIONS
What changes across the portfolio.
Ready to see across
your portfolio?
Book a call to discuss your portfolio companies. We'll scope the right engagement and tell you which companies to assess first.
// RELATED_INSIGHTS
Useful reads for portfolio operators.
Operating Playbook
CRM Audit or Rebuild
A repeatable test for deciding where to standardize versus rebuild.
Execution Risk
The Real Cost of Manual Routing
Where hidden process debt suppresses growth across portfolio companies.
Governance
Quarterly Impact Report
What operating partners should ask for in revenue performance reviews.