How it works

Same blueprint, built to fit

The portco already has its system of record: usually the CRM, where its data lives and its sales team does the work. We build two layers on top, the engine and the modules, and the portco owns both.

Modules

Decides

Engine

Acts

System of record

Holds the data

We build the top two. The portco owns all three.

The three layers

We don’t replace what the portco runs. We build on top of it.

Modules

Named modules, each with one job, grouped from Find to Grow. They’re what the sales team works from, and what you see.

Engine

Connects the tools the portco already has, adds the ones that are missing, and turns what it finds into action. Built differently for every portco, around how it sells.

System of record

Usually the CRM: where the data lives and the sales team does its work. We start with what you have and add only what’s missing.

Five stages

The modules cover how a portco sells, end to end

The diagnostic scores the portco on each stage. That decides which modules it needs, and which come first.

  1. 01

    Find

    Who to sell to

  2. 02

    Plan

    Where to focus

  3. 03

    Engage

    The right conversations

  4. 04

    Win

    Closing deals

  5. 05

    Grow

    Keeping and expanding customers

Same blueprint, built to fit

You own what we build. We keep how we build it.

Stays the same in every build

  • The framework, from Find to Grow
  • The module blueprints
  • The method

Built for each portco

  • The code
  • The data model
  • The connections to its tools
  • The measures

The alternatives

What funds do today

Approach What it looks like Where it works Where it falls short
Do nothing The CRM, spreadsheets and a plan tracker in slides No new cost, no disruption Targets stay on paper, and progress is reported, not driven
Hire into the portco A revenue operations lead or a go-to-market engineer Builds in-house capability One person, one company, months to hire, and the know-how leaves with them
Use the fund’s operating team Operating partners lead the work directly The right instincts and context Rarely the build capacity to deliver across several portcos at once
Buy a platform and its partner Sales software plus the partner who sets it up Strong tools, quick to start Configures one vendor’s software, which the portco then rents
Bring in a consultancy A commercial review and a recommendations deck Clear diagnosis, board-ready Nothing is built, so little changes once they leave

What we are

A commercial build partner for PE portfolios. A team that builds something real, for a fund, then runs it with you.

Questions

What portco leaders ask us

Are we locked in?
No. The portco owns what we build. We keep the blueprints, so the next build is faster.
We’ve already bought tools.
We start with what you have and add only what’s missing.
Our data is a mess.
That’s where every build starts. Nothing downstream works without it.
Will the team actually use it?
BCG finds that 70% of the value of AI comes from people and processes, not the technology. We build the team’s confidence alongside the system.
Why not hire someone?
One hire takes months and works in one company. We arrive with a proven blueprint.
What does it cost?
A fixed-fee diagnostic first, so the build is sized before anyone commits.
Is our data safe?
Your data stays in your systems, under your control.

Where to start

Start with a diagnostic

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.

Book a diagnostic