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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.

Get Started
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Valuation Velocity Audit
Fixed-scope diagnostic. Flat fee. No downstream commitment.

We pressure-test the commercial engine across People, Process, and Platform — and deliver a binary verdict: what's broken, what it's costing in revenue drag, and a prioritized remediation roadmap.

What we assess:

  • Pipeline health and forecast accuracy

  • CRM adoption and data integrity

  • Territory structure and account coverage model

  • Quoting and pricing consistency

What you get: A clear picture of the commercial operations gap — in dollars — and a prioritized remediation roadmap. Delivered in weeks, not months. Flat fee.

Best for: New acquisitions (first 12 months), founder-led transitions, pre-exit commercial diligence, buy-and-build platforms evaluating bolt-on complexity.

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Commercial Operations Implementation
We build what the audit finds. No guesswork. No scope creep.

Scope is defined by the audit output — not by a discovery process that runs for months. We work on hold period timelines.

What we implement:

  • Commercial platform architecture (opportunity model, data model, record structure)

  • Territory management and account-based forecasting

  • Pipeline and forecasting infrastructure for PE board reporting

  • Quote-to-cash process design and system integration

Platform-experienced across Salesforce and Manufacturing Cloud. The platform serves the process — not the other way around.

How it works: Project-based. Defined milestones. Typically 8–16 weeks from kickoff to go-live.

Best for: Portfolio companies where the audit is complete and the PE firm is ready to invest in commercial infrastructure.

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Retainer & Bolt-On Integration
For buy-and-build platforms that keep acquiring.

Every add-on creates a new commercial integration problem — different CRM, different quoting, different territory structure. We provide a repeatable playbook for each acquisition and keep the platform current as the portfolio scales.

What we provide:

  • Bolt-on commercial operations integration (repeatable per acquisition)

  • Ongoing platform administration and optimization

  • Tech stack rationalization and license cost reduction

  • Quarterly business reviews with PE operating team

How it works: Monthly retainer. Defined hours and deliverables. Scales with your acquisition cadence.

Best for: PE firms executing a buy-and-build strategy who need a dedicated commercial operations partner across the portfolio.

Start with the Audit

The Valuation Velocity Audit is the entry point. Fixed scope. Delivered in weeks, not months. A clear picture of what the commercial operations gap is costing — and how to close it.

Request a Valuation Velocity Audit