The deal thesis says scale sales, professionalize operations, and grow into the multiple. In practice the plan becomes a hiring plan, the founder is still the sales team, and each add-on arrives with its own five-tool stack that nobody integrates. The growth shows up late and the headcount shows up on time.
We start where the gap is largest in one company, prove it in 90 days, then roll the same build across the portfolio with the same operators and the same monthly page.
One portfolio company, illustrative: $12M in revenue, 60 people, a plan to add six. The arithmetic is the same in every company; the point is that it’s reported the same way in every company.
$12M and 60 people: $200,000 per employee. The value-creation plan adds six hires this year.
Revenue grows 12% to $13.44M, headcount to 66. Revenue per employee: about $203,600. Growth absorbed by payroll.
Systems take the follow-up, intake, reporting and prospecting. Same $13.44M, 62 people: about $216,800 per employee, and roughly $320,000 of loaded payroll kept in the company. Across five companies, that’s a $1.6M line.
Illustrative. Loaded cost assumed at $80,000 per hire. Your companies’ numbers come from the audit, in writing.
Tell us which portfolio company has the biggest gap between its plan and its headcount budget. We’ll map what we’d install first, what it costs, and what the monthly page would show the board. No pitch deck.
The engagement sits with the portfolio company: its CRM, its tools, its accounts, its invoice. The monthly scorecard goes to the company and, if you want it, to the operating partner in the same format across companies.
They run on Foundations: productized marketing and operations stacks from $2,500 a month, first workflow live in 14 days, month to month after 90 days. Larger B2B companies run on Pilot, with the guarantee. Same operators, same scorecard either way.
Yes. The Revenue-per-Employee Audit on a target shows what the value-creation plan could get from systems instead of hires, with the 90-day build priced. It’s written, takes three business days from the public information plus whatever you can share under NDA, and the first one is free.
One playbook (the fact sheet, the schema, the intake and reporting builds), one set of definitions for the scorecard, and the same operators in every company. Each build adapts to the company’s tools; the reporting doesn’t.
Everything is in the company’s name from day one: the accounts, the workflows, the agents, the data. A buyer gets a documented growth system instead of a founder’s network, which is the point.
The free Revenue-per-Employee Audit on the portfolio company with the biggest gap: its number, the hires in the plan, what a system absorbs, and the 90-day build. Written, within three business days.