- For Leaders for whom the key goal is to build up enterprise value prior to a strategic transaction in near future:
- Primary or Secondary sale of Equity / change of control
- Raise primary financing (debt or equity) for capex, bridge or growth
- In distress, currently or potentially
- Business opportunities and/or risks/threats exceed current team’s skills and composition
To partner with private equity and venture capital funds, family offices and other specialized finance partners in managing their portfolio company operations at a company, or portfolio level. As an operating partner we can create early warning signals, digital cockpits, transformation scorecards, and implement other management and digital tools to not only offer targeted visibility into core business areas but also help deliver outsized returns to the financing partners by unlocking the full potential for the portfolio company through a series of strategic initiatives and flawless execution. We help ensure that costs are optimized, and compliances are done accurately, timely and effectively. We review revenue, product, customer, and margin mix and growth through precise analytics and get them closer to the operating plan. We support proper budgeting and accurate, regular, and timely reporting, all of which can really help the financing partner get key insights into the business and make for excellent management – financier partnership. We will optimize and, if required, consolidate back-office functions such as human resources, finance, operations and reporting across the portfolio Your time is precious for us. Install any demo, plugin or template in a matter of seconds. -Distress due to historical issues. Investors sometimes not fully trained to quickly identify issues or do promoter diligence before buying distressed assets -Standard Due Diligence mostly provides insights on the past, states facts. No focus on root cause analysis -Investors don’t have the bandwidth or patience to work shoulder to shoulder with the management team to improve cash flows that can service the debt -Inability to get timely and accurate performance intelligence to monitor portfolio company. Unlocking the value requires sustained high tough effort -Need support before (detecting early warning signs), during and after distress situations. Investors usually don’t have the trust of Promoters. We bridge that gap -Interim CXO staffing – short to medium term -Ineffective Board of Directors Business Insight and strategic vision
We also offer transaction support to PE, VCs performing business and operational due diligence, managing data room, ensure pre-transaction readiness and efficient post-merger integrations. Tailored to your specific needs
Business owners, VC/PE funded companies, CEOs / CFOs / COOs
Gain an advantage over its peers in the market What we do?
Just select the demo and one click.ENTERPRISE VALUE MULTIPLE
EBIDTA & FCF
REVENUE
TECHNOLOGY OPTIMIZATION
CORE OPERATING & BUSINESS PERFORMANCE
COMPLIANCE, REGULATORY REPORTING AUTOMATION
CORE OPERATING & BUSINESS PERFORMANCE
Clear Need for Operating Partners Integrated with Management and Investors