Frequently Asked Questions
Frequently Asked Questions
Get clarity on our Value Creation Diligence, Scale Program, and Multi-Portco Operating System.
Get clarity on our Value Creation Diligence, Scale Program, and Multi-Portco Operating System.
Who is Path to Scale designed for?
We work with Independent Sponsors, Private Equity firms, Portco CEOs, and founder-led companies preparing for scale. Our focus is post-acquisition value creation, integration, and operational upgrades.
What is included in Value Creation Diligence?
It includes the Quality of Tech report, Operations Quality of Diligence, Value Creation Opportunity Map, Integration Readiness Scorecard, Early KPI Baseline, a 100 Day Skeleton Plan, an Assumptions Log, and a Post Close Data Checklist.
How long does Value Creation Diligence take?
Most projects are completed in 2 to 4 weeks depending on data availability and seller responsiveness.
Who is Path to Scale designed for?
We work with Independent Sponsors, Private Equity firms, Portco CEOs, and founder-led companies preparing for scale. Our focus is post-acquisition value creation, integration, and operational upgrades.
What is included in Value Creation Diligence?
It includes the Quality of Tech report, Operations Quality of Diligence, Value Creation Opportunity Map, Integration Readiness Scorecard, Early KPI Baseline, a 100 Day Skeleton Plan, an Assumptions Log, and a Post Close Data Checklist.
How long does Value Creation Diligence take?
Most projects are completed in 2 to 4 weeks depending on data availability and seller responsiveness.
How do you get the inputs for the diligence work?
We use CIMs, data room files, management calls, system screenshots, org charts, and KPI extracts. When data is missing, we document assumptions and list post-close data collection requirements.
How is your Scale Program different from hiring a consultant or a fractional COO?
The Scale Program is a structured 12 month operating partner engagement that installs a full operating system across tech, ops, KPIs, workflows, PMO, and leadership cadence. It is not advisory. It is execution. Fractional COO support is offered as an optional add-on for founder-led or leadership-light companies.
What does the 12 Month Execution Program include?
PMO execution, tech modernization, automation pipeline, process optimization, KPI dashboards, leadership cadence system, hiring support, commercial improvement levers, and EBITDA uplift.
How do you get the inputs for the diligence work?
We use CIMs, data room files, management calls, system screenshots, org charts, and KPI extracts. When data is missing, we document assumptions and list post-close data collection requirements.
How is your Scale Program different from hiring a consultant or a fractional COO?
The Scale Program is a structured 12 month operating partner engagement that installs a full operating system across tech, ops, KPIs, workflows, PMO, and leadership cadence. It is not advisory. It is execution. Fractional COO support is offered as an optional add-on for founder-led or leadership-light companies.
What does the 12 Month Execution Program include?
PMO execution, tech modernization, automation pipeline, process optimization, KPI dashboards, leadership cadence system, hiring support, commercial improvement levers, and EBITDA uplift.
Do you work with pre-acquisition companies?
Yes. Our Value Creation Diligence package helps Sponsors and PE firms understand risks, value levers, and post-close priorities before committing capital.
Do you support multiple portcos at once?
Yes. The Multi-Portco Operating System is designed for firms managing multiple acquisitions or rollups. It standardizes KPIs, reporting, governance rhythms, PMO workflows, and cross-portco synergies.
How does pricing work?
Value Creation Diligence is a fixed fee. The Scale Program, Multi-Portco OS and Fractional COO services are monthly retainers based on scope.
Do you work with pre-acquisition companies?
Yes. Our Value Creation Diligence package helps Sponsors and PE firms understand risks, value levers, and post-close priorities before committing capital.
Do you support multiple portcos at once?
Yes. The Multi-Portco Operating System is designed for firms managing multiple acquisitions or rollups. It standardizes KPIs, reporting, governance rhythms, PMO workflows, and cross-portco synergies.
How does pricing work?
Value Creation Diligence is a fixed fee. The Scale Program, Multi-Portco OS and Fractional COO services are monthly retainers based on scope.
Do you work with early-stage SaaS or tech companies?
Yes. We support post-Series A companies that need structure, systems, and operational clarity to scale.
Can I hire you for just a single project or system?
Yes. Certain services such as PMO setup, KPI dashboards, and tech modernization roadmaps are available as standalone engagements.
Can we start without exposing sensitive data?
Yes. We can begin with high-level diligence, interviews, and system walkthroughs. Detailed access can come later.
Do you work with early-stage SaaS or tech companies?
Yes. We support post-Series A companies that need structure, systems, and operational clarity to scale.
Can I hire you for just a single project or system?
Yes. Certain services such as PMO setup, KPI dashboards, and tech modernization roadmaps are available as standalone engagements.
Can we start without exposing sensitive data?
Yes. We can begin with high-level diligence, interviews, and system walkthroughs. Detailed access can come later.
Still have questions?
Still have questions?
We can walk you through how our programs work and help you pick the right engagement.
We can walk you through how our programs work and help you pick the right engagement.
We can walk you through how our programs work and help you pick the right engagement.
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