Growth Diagnostics & Value Creation Planning

We start with a custom growth diagnostic that maps each portfolio company’s stage, current bottlenecks, and unlock levers across finance, revenue, retention, and ops. We then turn this into a tactical, board-facing growth enablement plan.

Monetization & Pricing Strategy

We work with leadership to optimize pricing models, packaging, and value articulation. Whether it’s usage-based, tiered, or enterprise contracts, we structure for customer expansion and long-term margin impact.

RevOps & Sales System Design

We design and implement revenue operating models, including funnel stages, sales team structure, forecasting logic, CAC tracking, and quota accountability, creating real visibility from lead to cash.

KPI & Dashboard Infrastructure

We build centralized KPI dashboards tied to each company’s strategic goals, covering bookings, revenue, churn, payback, margin, and team-level metrics. These dashboards drive operating rhythm and alignment between founders, boards, and execs.

Churn & Retention Analysis

We help you get ahead of churn before it happens. This includes retention diagnostics, cohort analysis, and strategies to improve onboarding, engagement, and product stickiness.

Customer Acquisition Efficiency

We evaluate and optimize CAC by channel, build payback models, and identify inefficient acquisition spend. We tie top-of-funnel activity to downstream revenue and cash cycles so growth is efficient, not just fast.

Operating Cadence & Execution Rhythm

We help CEOs and COOs implement weekly, monthly, and quarterly execution rhythms so priorities, metrics, and blockers are managed in real time. This creates consistency across reporting, ops reviews, and board updates.

Benchmarking & Performance Uplift Modeling

We benchmark performance across portfolio companies and map out improvement potential in ARR, EBITDA, and margins. This enables funds to model uplift potential and validate value creation in exit narratives.