PE Portfolio Program
One diagnostic method across holdings, so revenue numbers can be compared.
What it is
The program runs the same diagnostics, with the same method, across the companies in a portfolio. Each management team keeps its own findings. The sponsor gets a comparable view.
It starts the way every engagement does, with a diagnostic in one holding, usually the Margin Diagnostic. The method then repeats across the rest.
For operating partners
Typical scope and duration
Portfolio program scope bands and durations not published yet
This appears here once it is final. We do not publish a placeholder in its place.
Ownership and handoff
You keep what we build: the data models, the workflows, the documentation, and the credentials. Every engagement ends with a runbook and a handoff session. Nothing depends on us staying.
Terms used on this page
Start with a fixed-price diagnostic
It begins with a free 45-minute call that commits you to nothing. You leave the diagnostic with a ranked plan you can run with us or without us.