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Conversion Rate Optimization for Portfolio Companies and What the Operating Partner Has to Decide
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Six months after close, a portfolio company reports flat pipeline against plan, and the CEO proposes a redesign of the marketing site as the fix. The operating partner has to decide in one board meeting whether that spend…
Read More »ABM commits the portfolio company to a named account list that either matches the deal thesis or does not
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An operating partner approving a portfolio company’s go-to-market plan for the year usually sees an ABM line item somewhere in the marketing budget, sitting next to demand gen and events, described in the language of campaigns and target…
Read More »Salesforce RevOps for PE Portfolio Companies and What the Operating Partner Has to Decide
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Most portfolio companies inherit a Salesforce instance that was configured by whoever happened to own the deal at the time. By the time an operating partner is looking at it, the pipeline number in the QBR does not…
Read More »How to Choose a Technology Due Diligence Advisor in Private Equity (and Judge the Work)
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An operating partner staring at a signed LOI has roughly three weeks to know whether the target’s technology will support the deal thesis or quietly break it. The forecast assumes the platform can scale, the engineering team can…
Read More »Technical Due Diligence Services for the Mid-Market
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By the time a signed LOI lands on your desk, the technology question is no longer academic. The forecast in the model assumes a product that ships, a codebase someone can maintain, and a revenue system that will…
Read More »How to Read a Technical Due Diligence Report for Private Equity Before You Sign Off
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By the time a technical due diligence report for private equity lands in the deal room, the operating partner or portfolio executive has days, not weeks, to decide whether the technology stack supports the thesis or quietly undermines…
Read More »Technical Due Diligence for SaaS Acquisition
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By the time a SaaS target reaches confirmatory diligence, the operating partner already believes the revenue story. The question is whether the technology underneath it can carry the thesis without a surprise capital call in year two. Technical…
Read More »Technical Due Diligence Cost
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An operating partner staring at a technical due diligence quote is not really pricing an engineering review. They are pricing the risk of a surprise showing up ninety days after close, when the platform they underwrote as a…
Read More »Post Merger Integration Services
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The signatures on the merger are the easy part. What follows decides whether the deal thesis survives contact with two operating models, two CRMs, two sales motions and two sets of quota-carrying people who now report through a…
Read More »Carve Out Consulting: What Operating Partners Actually Need to Decide
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When a corporate parent agrees to sell a division, the deal team inherits a business that has never run on its own. The seller’s IT, finance systems, CRM, marketing stack and data all live inside the parent’s environment,…
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