We build the operational infrastructure that makes your portco investable, scalable, and exit-ready. From Day 1 through value creation milestones — we run the ops so you can run the deal.
You've closed the deal. Now you need an operator who can step in on Day 1 and build the systems that make the business run without the founder.
Your portfolio company needs operational infrastructure before the next capital raise or exit. We build the OS that makes the business investable.
You're running a business you acquired. You need an experienced operational partner who understands both the PE world and the day-to-day reality of running a service business.
We run the ScaleOS™ Discovery Sprint on the acquired business. Process mining, bottleneck analysis, and a full operational audit. You get a clear picture of what you own — before you start making changes.
We design the operational infrastructure: org structure, KPI framework, reporting cadence, and the first wave of AI automation. Quick wins are identified and implemented to show early ROI to your LPs or board.
Full ScaleOS™ Transformation Sprint. AI agents deployed, team trained, SOPs updated. The business runs on systems — not on the founder or on you. Margin improves. The business becomes investable.
We stay embedded as your operational partner through value creation milestones. Monthly board reporting, quarterly ops reviews, and continuous improvement cycles. We help you hit the metrics that matter for exit.
Process mining on every major workflow. You know exactly what you own.
Metrics that matter for your business model and exit thesis.
Highest-ROI workflows automated using the ScaleOS™ framework.
Cost drivers identified and eliminated. EBITDA improves.
Org designed for scale, not just for the current headcount.
Documentation that makes the business transferable and investable.
Monthly operational reports your board and LPs can rely on.
Operational infrastructure that supports a premium exit multiple.
One of the most common gaps in acquired businesses is the absence of a structured operating rhythm. Without it, leadership teams lack alignment, accountability is unclear, and the business runs on the founder's institutional knowledge instead of documented systems.
As a certified EOS® Integrator, we implement the Entrepreneurial Operating System in your portco from Day 1. EOS gives the management team a shared language, a weekly meeting cadence (Level 10 Meetings™), quarterly Rocks, and a Scorecard that tells you if the business is healthy — all within the first 90 days.
This is the operating infrastructure that makes your portco investable, manageable, and exit-ready. It also makes your board reporting credible and your value creation plan executable.
We bring the credentials, methodology, and track record to operate at the PE level.
We work with B2B service businesses doing $3M–$30M in revenue. This is the sweet spot where operational infrastructure has the highest leverage on value creation.
Yes. We can begin the operational assessment during due diligence. This gives you a clearer picture of what you're buying and what the value creation plan should be.
We work alongside the existing team, not around them. Our goal is to make the management team more effective — not to replace them. We build systems that make them independent.
Most Operating Partner engagements run 12–24 months, aligned with the value creation timeline. We can structure shorter or longer engagements based on your thesis.
We can structure engagements with a retainer plus equity component, or retainer-only. We discuss structure on the introductory call based on your situation.
Yes. As a certified EOS® Integrator, we implement the full Traction® toolset in your portco — typically within the first 90 days. This includes V/TO, Level 10 Meetings™, Rocks, Scorecard, and the Accountability Chart. Most PE sponsors find EOS dramatically improves leadership team alignment and makes board reporting more reliable.