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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Category Creation: Why We Claim Ownership of ‘Value Creation Plan’
When a sponsor closes a deal and the operating partner asks for the value creation plan, the portco CEO usually receives a slide deck. Twelve to…
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Board Technology Advisors: Governance vs. Hands-On Builds
Verdict up front: Most board technology advisors deliver governance oversight – risk frameworks, vendor audits, budget sign-off – but stop short of the execution layer that…
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Fractional CROs in PE Fix Win Rate and CAC, Not Revenue Theory
You closed the deal six months ago. The revenue bridge assumed 22% organic growth and 300 basis points of margin expansion driven by improved sales velocity.…
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Value Creation Consultants vs. Operators: Advice or P&L Accountability
Verdict up front: Most value creation consultants bill high rates to write the thesis and hand you a deck. Operators bill lower rates and own a…
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Future-Proofing Organizations: 26 Lessons for Business Leaders to Stay Ahead in 2026
As business leaders face unprecedented changes in 2026, staying ahead requires agility, innovation, and a relentless commitment to growth. The global landscape is evolving rapidly, with…
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Private Equity GTM: Avoid Value Creation Pitfalls
The common go-to-market pitfalls in private equity are a fragmented GTM strategy, inefficient sales and marketing operations, and incentives tied to the wrong metrics, and most…
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Adjusted EBITDA and the Art of Add-Backs
The number that determines your company’s valuation is rarely the number sitting on your income statement. When buyers evaluate a business, they look past reported EBITDA…
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B2B Portfolio Revenue Leakage Diagnostic
You closed the deal three months ago. The thesis assumed 18% revenue growth with stable margins. Instead, you are tracking 11% growth and margins have compressed…
