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
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.
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.
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.