How to Judge a Technical Value Creation Partner in Private Equity
An operating partner staring at a portfolio company with a three-year hold, a flat sales pipeline, and an engineering team that cannot ship features fast enough has a spending decision to make. The question is which model to…
How to Judge a Digital Value Creation Partner for Private Equity
An operating partner who has just approved a value-creation plan usually has three to five levers riding on technology, and no reliable way to tell whether the firm delivering that work is moving enterprise value or billing hours….
The Go-to-Market Exit Readiness Assessment Every Operating Partner Should Run Before the Bankers Show Up
Six months before a sale process opens, the sell-side story is usually written around EBITDA and a growth chart. Then a buyer’s commercial diligence team asks how much of that growth came from repeatable go-to-market motion versus a…
Exit Readiness Technology Assessment
Roughly twelve to eighteen months out from a sale process, an operating partner faces a specific problem: the technology stack that ran the business well enough to grow it is now a line item a buyer’s diligence team…
The Exit Readiness Sprint: What an Operating Partner Actually Has to Decide
Eighteen months out from a targeted exit, the operating partner faces a narrow decision window. The sell-side story is starting to firm up, the CFO is modeling the QoE case, and the question on the table is blunt:…
Exit Readiness for a SaaS Company
Eighteen months before a targeted exit, an operating partner sitting on a SaaS portfolio company faces a narrow window and a specific set of decisions. The forecast the bankers will build a story around is being set now….
Exit Readiness Cost in Private Equity
An operating partner staring at an exit readiness proposal is not evaluating a service line. They are deciding whether spending $20K to $35K now protects a number that shows up in the sale price twelve to eighteen months…
How to Choose an Exit Readiness Consultant for a Portfolio Company
Somewhere between eighteen and thirty months before a planned exit, an operating partner looks at a portfolio company and sees the gap that will cost real multiple points at the negotiating table. The forecast has missed twice. The…
Technical Debt Elimination in Private Equity
By the time an operating partner asks about technical debt, the cost is usually already showing up somewhere on the P&L. Release cycles that used to take days now take weeks. A key hire quits and the platform’s…
Process Automation for Portfolio Companies
Six weeks after close, a mid-market services business misses its first monthly forecast under the new owner. Not because demand softened, but because the finance team spent 40 hours reconciling three order systems by hand, and the sales…