Maximize portfolio returns by implementing a scalable operating partner model proven effective at the best-performing funds.

Within every portfolio are companies that hit inflection points when your next move is critical. You can either provide the structure it needs to prosper or do nothing and destabilize the organization. Our model uncovers opportunities and proactively creates strategies to address these issues.

Lean Operations Look For Fractional Partners To Drive Performance In Key Areas:

Due Diligence
We drive better investment decisions by performing meticulous due diligence that evaluates and identifies market dynamics, competitive landscapes, opportunities for growth, and risks of the business.

Assessments
Our team dives deep and asks all the tough questions that need to be asked to achieve superior returns. Our assessments create a holistic view of company performance, highlighting strengths and weaknesses, and making recommendations.

Portfolio Company Support
Our specialists craft and execute creative growth strategies in all disciplines of a company. Our strategies create a path to value, recruit and retain top talent, minimize technology risk, drive revenue growth, and implement effective operations and oversight.

Turnarounds
We bring operational leverage to bear on portfolio companies that are not meeting expectations, working with speed and agility to minimize risk and maximize returns.

Mergers and Acquisitions
We specialize in all aspects of M&A: strategy, planning, deal preparation, execution, and post-deal transition.

Portfolio Company Support
Our specialists craft and execute creative growth strategies in all disciplines of a company. Our strategies create a path to value, recruit and retain top talent, minimize technology risk, drive revenue growth, and implement effective operations and oversight.

Deal Flow
Quality deal flow is hard to find. We work with investment partners to prepare promising companies for capitalization giving, with our partners having the first right of refusal.