Technical value creation advisor · $30M to $500M
Technical value creation for PE‑backed and mid‑market companies
I work with sponsors, operating partners and leadership teams on technical due diligence, the first 100 days after close, and the revenue systems a value creation plan depends on. I have founded six companies, sold two, and bought more than forty businesses as an operator.
500+ companies advised
40+ acquisitions as an operator
$1.45B GMV through DevriX
Founder of DevriX and Growth Shuttle. 6 companies founded, 2 exited, 20 years of operating work.
Featured in
Advisory
Three ways to work together
For sponsors and the leadership teams of their portfolio companies. Engineering, data and RevOps work is done by DevriX, the 40-person company I run.
01
Value creation advisor
An independent review of the value creation plan before capital goes behind it: what the technology and commercial assumptions depend on, what they cost, and which ones the board should challenge.
Have the plan reviewed
02
Fractional operating partner
The operating partner role for one portfolio company, on a monthly retainer. I work with management on the 100-day plan and the systems behind revenue and margin, and report to the sponsor.
Talk about an asset
03
Technology board advisor
A board seat for technology and product decisions. I review architecture, vendors, security and AI spend as someone who has made those calls in companies I founded and ran.
Discuss a board seat
Execution through DevriX
DevriX does the engineering, data and RevOps work
DevriX is the 40-person PE and mid-market RevOps consultancy providing data, GTM, and engineering delivery. It builds and runs the platforms, integrations and reporting a company’s revenue depends on, and $1.45B in client GMV runs through systems it maintains.
- Revenue platforms and their integrations with NetSuite, Salesforce, HubSpot and booking engines
- Data pipelines and the board reporting built on them
- AI Ops Hive, the agents that review tasks, hours, code and invoices every night
The guides
Five guides for the hold period
Each guide collects the articles on one question a sponsor or an operating partner has to answer, grouped by stage of the deal.
29 deep dives · 26 short answers
The Value Creation Guide
Where enterprise value comes from in a hold, and the operating moves that expand EBITDA.
18 deep dives · 37 short answers
The Revenue and GTM Guide
The commercial engine as a value creation lever: pipeline, pricing, go-to-market and the RevOps behind them.
30 deep dives · 5 short answers
The Due Diligence Guide
What is built, what breaks after close, and what it costs, before the model is signed.
13 deep dives · 11 short answers
The M&A and Integration Guide
The hundred days after close: buy-and-build, post-merger integration and the operating model that carries it.
2 deep dives · 15 short answers
The AI Operations Guide
Agentic operating systems, AI readiness in a deal, and AI cost kept below the value it creates.
Operator memos
Latest writing
-
AI Search Visibility for PE-Backed Operating Partners: The Five Prompts That Matter
Buyers are researching you in ChatGPT and Gemini before they contact you. Here’s how PE operating partners make shortlists in AI search, where you’re losing visibility,…
-
Open Source Software Composition Due Diligence Is a Line Item in Your Value Creation Plan
If you are in confirmatory diligence on a software or software-enabled target and the seller’s tech deck says nothing about the third-party code inside the product,…
-
Fractional CMO vs an embedded team for a portfolio company: what you are buying
Fractional CMO vs an Embedded Team for a Portfolio Company: What You Are Actually Buying Verdict: A fractional CMO gives you 8 hours a week of…
-
Technology Due Diligence Firms for Private Equity: What a Partner Gets for $15K in Five Days
A deal partner at a $500M mid-market PE firm spent three weeks on reference calls for a SaaS acquisition, heard five versions of “scalable architecture,” signed…
-
Transaction Advisory Technology in Private Equity Comes Down to Four Decisions a Deal Partner Owns
You are three weeks from an LOI on a founder-led software business, and the technology section of your advisory scope reads like a compliance checklist. Cloud…
AI Ops Hive
AI Ops Hive, the agent system we run inside DevriX
About twenty agents read our tasks, hours, code, invoices and servers every night and report what changed and what needs a decision. We built it for DevriX first and now run it for mid-market and PE-backed companies.
Asana analysis
Operational efficiency graphs
291-question diligence bank
Vendor and spend exposure
Testimonials
What clients say about DevriX
When we bring DevriX an idea, the deliverable is often bigger, better, and cheaper than we expected. The bigger the challenge, the better the results.
Braden KeithEditor-in-Chief and Co-Founder, SwimSwam
At over 10 million visits a month, reliability changed from technical to business risk. DevriX led the migration, and the stability problems stopped.
Kris GunnarsOwner and CEO, Authority Nutrition
We rebuilt our website down to the foundation while it stayed live, with no downtime, and restructured it so AI tools can read, understand, and surface our site correctly.
Elliot JohnsonCMO, Angel Reyes & Associates
DevriX hit every aggressive deadline, and even went above and beyond the original scope. They were incredibly receptive to changes and found great solutions for challenges that arose.
Aly WheelerSenior Product Marketing Manager, Findhelp
Published author
MBA Disrupted
A step-by-step guide to bootstrapping a digital business past $1M, from the hiring, pricing and process decisions behind DevriX and the companies I advise.
My favorite part of the book is about processes. It is evident that Mario has built and grown multiple businesses.Maja Voje, author of The GTM Strategist