Fixed scope. Clear outputs. Built for the board.

Capital Allocation Scan

For deal partners, operating partners and investment committees

A fixed-scope scan across the portfolio. Every company is scored on the same model, ranked, and read against its investment thesis, so you can see where capital and attention will do the most good.

• Portfolio scoring and ranking on a consistent model
• Strategy-to-execution gaps, company by company
• Where to accelerate, where to fix, where to protect
• A board-ready read in weeks, not quarters

Company Deep Dive

For portfolio company boards, CEOs and CROs

A function-by-function assessment of one business: go-to-market, product, engineering, finance, customer and people. Each area is tested against its own target, its trend and an external benchmark.

• Function-by-function report with a clear score for each
• Target assurance: which numbers in the plan will hold and which will not
• The value-increasing improvements, in priority order
• Modular: take the full picture or the functions that matter now

Go-to-Market Assessment and Planning

For businesses where growth is the thesis

A hard look at acquisition, upsell, cross-sell, retention and value realisation, followed by a plan the team can actually execute. Built on methods refined across more than twenty PE-backed software businesses.

• Pipeline diagnostic covering size, alignment, movement, balance and data accuracy
• Sales target assurance: is the number real?
• From Here to There: an honest baseline and the specific changes required
• Operating cadence the leadership team will keep

Board and Non-Executive Advisory

For investors who want an operator in the room

Non-executive and advisory roles that bring the same discipline to the board table: fewer dashboards, better decisions, and a clear line between where the board sets direction and where management owns delivery.

• NED and chair-adviser roles
• Value creation plan reviews
• Commercial due diligence support
• Leadership coaching for CROs and commercial teams