Focused Capabilities
Solutions Designed for Mid-Market ($50M-$150M revenue) & Scaling Ventures (Series B and beyond)
Our three core services are structured to maximize impact with minimal overhead, focusing only on what drives measurable growth
Investor Operations and Fund performance
Hands-on operational partnership—bridging the gap between investment thesis and execution for PE/VC and Family Offices, bringing disciplined execution
Key Focus Areas:
- Portfolio value creation & performance optimization
- Commercial growth & market expansion strategies
- Quarterly value creation planning
- Due diligence and 100-day execution roadmaps
- Post Investment Fund / Portfolio performance
Business Growth & Operational Excellence
Partnering with CBOs and Executives to identify new revenue streams, establish strategic partnerships, and modernize operations for scale
Key Focus Areas:
- New revenue stream commercialization
- Strategic partnership development (Alliances)
- Sales and operational process optimization
- Cross-functional business transformation
- Commercial excellence & growth strategy
- Sales enablement and customer success frameworks improving retention
Tech Modernization & Procurement
Consultative Sales of Systems modernization, cloud strategy, and simplified procurement of enterprise-grade solutions (IBM & HPE Partner)
Key Focus Areas:
- Evaluation of AI, hybrid cloud, and infrastructure needs
- Vendor negotiation support and technology roadmap creation
- Simplified procurement of IBM and HPE solutions
- Business-driven technology modernization
- Lifecycle support and continuity