Direct Engagement

Through the pre-investment diligence process, your growth advisor identifies workstreams that they believe can have the biggest impact within the first 100 days. They will work closely with management to develop project plans around them so that the team can immediately get to work. Typically, these initial workstreams will be in support of “in-flight” growth initiatives while also adhering to operational excellence best practices, and aiming to make the most efficient use of the capital we have provided.

Example Growth Programs

  • Strategic planning
  • Market entry strategy, planning and execution
  • Messaging and positioning
  • Ideal Customer Profile (ICP) definition product pricing and packaging
  • Marketing and sales: methodology and process
  • Demand generation at scale
  • Search Engine Optimization (SEO) and content optimization
  • Sales model design
  • Channels and alliances
  • Customer success
  • Driving product-led
  • Growth M&A strategy

Example Operational Excellence Programs

  • Organizational planning and design
  • Developing a Key Performance Indicator (KPI) framework
  • CEO operating cadence
  • P&L optimization
  • Sales forecasting models
  • Executive recruitment support
  • Company and employee bonus programs
  • Board meeting outline, content and flow
  • Exit planning
  • M&A integration planning and execution
  • General CEO coaching and mentoring
  • Advice on-demand

Although the initial engagements typically align a company’s prevailing operational priorities, your growth advisor will stay fully engaged with the management team throughout the lifecycle of our investment period. Through direct engagement, we are constantly helping to identify new opportunities for growth and value creation.

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