Operator memos
Value creation, diligence and go-to-market
Essays and playbooks on value creation, diligence, revenue systems and the operating work behind a hold.
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The Architecture and Scalability Review for Acquisition
You are three weeks from signing, the growth model in the deck assumes the platform triples transaction volume inside 24 months, and no one on your…
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Buy-Side Technology Due Diligence
You are three weeks from signing, the LOI is out, and the technology section of your diligence report reads like a bug tracker. Forty pages of…
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Code Quality Assessment for Acquisition
You are three weeks from close on a software-enabled business, the LOI is signed, and the growth thesis rests on a product roadmap the target’s founder…
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Exit readiness for portfolio companies: the tech and GTM gaps buyers price down
Verdict Summary What it is: A pre-exit technical and GTM readiness assessment that surfaces and remediates the documentation, architecture, and revenue-attribution gaps that trigger valuation haircuts…
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Private equity audit: what a technology and revenue audit finds in the first two weeks
The operating partner walks into week three with a fourteen-page deck. Seven findings matter: the 47-SaaS-app sprawl that costs $340,000 annually with seventeen overlaps, the pipeline…
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Virtual CIO for private equity: the coverage a portfolio gets without a full-time hire
A virtual CIO gives a PE-backed company senior IT leadership on a retainer: IT strategy, vendor consolidation, security and compliance, integration sequencing and board-level technology reporting,…
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Part-time CTO for private equity: the decision rules a $10K/month seat enforces
Verdict: A part-time CTO role in private equity works when it owns four recurring decisions — build-versus-buy on the product roadmap, hiring the first senior engineer…
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Aligning Engineering, Product, and RevOps for PE Value Creation
While chasing exponential growth and optimized profitability, private equity firms often find themselves scrutinizing the operational efficiency of their portfolio companies. Yes, financial models and market…
