Commercial build partner for PE portfolios
Your value creation plan sets the commercial targets. We build the working system that turns them into what each portco’s sales team does every week. Live within weeks, and owned by the portco.
Value creation plan
Commercial targets
The sales team
Every week
The board pack
Progress against the plan, from live data
The problem
Value creation plans set commercial targets. In asset-backed and traditional businesses, there’s usually no system to turn those targets into what the sales team does each week.
Funds try to close the gap with portfolio training and knowledge-sharing sessions. But those mostly reach leadership, not the teams doing the work. Nothing changes in the systems sales teams use every day, so how each portco sells stays the same.
Today
With a working commercial system
The gap isn’t another tool. It’s a working commercial system, built around how each portco sells.
Higher rates, high valuations and slower exits mean returns now depend on operational improvement and revenue growth. Source: Bain & Company, Global Private Equity Report 2026.
What good looks like
Turn the plan’s commercial targets into what the sales team does each week
Go live within weeks
Give each new portco a head start on the last
Leave an owned asset that holds up in diligence
Why us
The plan’s growth targets become a system the sales team runs every week: who to target, where to focus, what to do next and what happened. We build it in weeks because we’ve built it before.
Each system is custom-built, but our blueprints and know-how carry over. So your second, third and fourth portcos get to results sooner, and the gains land earlier in the hold. A platform’s implementation partner sets up one vendor’s software, which the portco rents. Our blueprints cover the whole system, whatever tools it runs on, and the portco owns what we build.
Every board pack shows commercial progress against the plan from live data, not slides. When you sell, that history is what diligence wants to see. An owned, working commercial system shows up in diligence as infrastructure, not another subscription.
Who it’s for
You build the shortlist, bring us into the portco and report the result to the investment committee. The portco’s CEO or CRO lives with the system, so we earn their buy-in too.
Working together
We score the portco across Find, Plan, Engage, Win and Grow, and size the system it needs. Fixed fee, so the build is sized before anyone commits.
We deliver the engine and the modules, live with the sales team.
A monthly retainer to operate, measure and improve the system. A choice, not a dependency. Portcos keep us because the system keeps getting better.
Who we are
Agencies and platforms bring tools without a commercial lead. Consultancies bring a plan, then leave before anything is built. We bring both, and we’ve built this before, together, for a PE-backed business.
Twelve years leading marketing at Dojo, as it grew to about £400m of revenue.
Twelve years building data and AI products for businesses, most recently leading data science at a PE-owned international group.
We’ve both worked inside PE-backed companies, so the value creation plan, the board pack and the hold period are familiar ground.
Guy Moreve
Co-founder. Former CMO at Dojo
Juned Mohammad
Co-founder. Data science lead in a PE-owned group
Where to start
Whether you back the business or run it, we start the same way. We score it across Find, Plan, Engage, Win and Grow, and size the system it needs, for a fixed fee.
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