Blog
The RevOps Maturity Assessment an Operating Partner Can Actually Use
An operating partner walks into a portfolio company sixty days after close and asks the CRO a simple question: can this revenue engine support the growth number in the model without breaking? The CRO says yes. The RevOps lead, if there is one, says it depends. The CFO cannot reconcile the pipeline in the board […]
Buy and Build Technology Integration
A buy-and-build thesis rarely fails on the model. It fails on the plumbing. The synergy case assumes two, three, or five acquired businesses will book revenue on one system, report EBITDA on one chart of accounts, and let one management team see the numbers by the same close date every month. The technology that has […]
Pre-Sell vs Build First: Which Path Fits SMEs?
Compare pre-selling vs build-first for SMEs: weigh cash flow, trust, speed, and real-demand signals to choose the right launch path.
How to Hire and Judge a Carve-Out IT Separation Consultant
When a portfolio company is being carved out of a corporate parent, the IT separation is the workstream most likely to blow the close date, the first 100 days, or both. The revenue systems the business runs on, CRM, marketing automation, order management, billing, the data warehouse feeding every board metric, usually live inside the […]
UX Research on Interactive Infographics: Key Findings
Make infographics readable before interaction: lead with the answer, use interaction for compare/filter, and optimize for mobile.
Digital Due Diligence for Acquisition: What to Decide Before You Sign
By the time a deal reaches confirmatory diligence, the commercial thesis is usually locked. The model assumes a revenue growth rate, a retention curve, and a set of cost synergies. What the model rarely stress-tests is whether the target’s digital and revenue infrastructure can actually deliver those numbers, or whether the buyer is about to […]
Google vs Yelp: Competitor Rating Trends
Compare Google and Yelp review signals: volume, rating bias, filtering, and how to read trends and themes when tracking competitors.
RevOps Due Diligence in Private Equity: What to Decide and How to Judge It
The revenue model in the CIM is a narrative. The revenue model your operating team can actually forecast, influence and grow is a different thing entirely, and the gap between the two is where deals get repriced or where value quietly leaks in year one. RevOps due diligence private equity teams run is the work […]
RevOps as a Service in Private Equity: What to Buy and How to Judge It
An operating partner inherits a portfolio company where the CRM is three years of accumulated shortcuts, the sales forecast has missed four quarters running, and nobody can say with confidence what the pipeline is actually worth. The board wants a number for next year. The management team wants headcount. The CFO wants a forecast that […]
Data Strategy Consulting for Portfolio Companies: What to Buy, What to Skip, and How to Judge It
The forecast slips two quarters in a row, and nobody in the portfolio company can explain the gap with numbers everyone trusts. The CFO cites one figure, the head of sales cites another, and the board deck cites a third. That is the moment the operating partner reaches for outside help, and it is exactly […]