Three Ways We Engage
We help PE firms fix the commercial operations gap in their manufacturing and industrial portfolio companies. Every engagement is designed for hold period timelines — fast diagnostic, focused implementation, measurable EBITDA impact.
Valuation Velocity Audit
A fixed-scope diagnostic for operating partners. We pressure-test the commercial engine across three dimensions: People, Process, and Platform.
What we assess:
Pipeline health and forecast accuracy
CRM adoption and data integrity
Sales process documentation (or lack thereof)
Territory structure and account coverage
Quoting and pricing consistency
Data architecture and system integration readiness
What you get: A binary verdict — what's broken, what it's costing in revenue drag, and a prioritized remediation roadmap. Flat fee. No commitment beyond the audit.
Best for: New acquisitions (first 12 months), founder transitions, pre-exit commercial diligence, and buy-and-build platforms evaluating bolt-on integration complexity.
Commercial Operations Implementation
We build what the Valuation Velocity Audit finds. The scope is defined by the audit output — no guesswork, no scope creep, no 18-month IT project.
What we implement:
Commercial platform architecture (opportunity framework, data model, record structure)
Territory management (global, regional, rep-level)
Sales agreement management and account-based forecasting
Pipeline and forecasting infrastructure for PE board reporting
Quote-to-cash process design
System integrations (ERP, CRM, marketing automation, field service)
User adoption and change management
We're platform-experienced across Salesforce, Manufacturing Cloud, and the broader commercial tech stack — but the platform serves the process, not the other way around.
How it works: Project-based engagement with defined milestones. We work on hold period timelines — typically 8–16 weeks from kickoff to go-live, depending on complexity.
Best for: Portfolio companies where the audit has been completed and the PE firm is ready to invest in commercial infrastructure.
Retainer & Bolt-On Integration
For buy-and-build platforms, the work doesn't end at go-live. Every add-on acquisition creates a new commercial integration problem — different CRM (or no CRM), different quoting, different territory structure, different customer data.
What we provide:
Ongoing commercial platform administration and optimization
Bolt-on commercial operations integration (repeatable playbook for each add-on)
Pipeline and forecasting refinement as the platform scales
Tech stack rationalization and license cost reduction
New user onboarding and change management for acquired teams
Quarterly business reviews with PE operating team
How it works: Monthly retainer with defined hours and deliverables. Designed to scale with the platform — as you acquire, we integrate.
Best for: PE firms executing a buy-and-build strategy who need a dedicated commercial operations partner across multiple acquisitions.
Start with the Audit
The Valuation Velocity Audit is the entry point. Fixed scope. 10 days. A clear picture of what the commercial operations gap is costing your portfolio company — and how to close it.