Most portfolio growth plans don't fail because the ambition was wrong. They fail because the commercial system underneath the plan isn't clear enough to inspect.
Pipeline is counted before it's qualified. Forecasts rely too much on seller confidence. Deal risk appears too late. Managers have no common rhythm for correction.
By the time the miss is visible, the best intervention window has often passed.
Who it's for
- Value creation leads
- Portfolio ops teams
- Investment teams
- Operating partners
- Chairs & operating partners
- CEOs & CROs in portfolio companies
The four things we look for in every revenue system.
Where we plug in across the investment lifecycle.
| Stage | Question | What we do | Outputs |
|---|---|---|---|
| Pre-deal | Is commercial execution risk priced into the thesis? | Closing Score & execution-risk review | Risk banding, triage view, early-warning report |
| First 90 days | What needs fixing or building first? | 5 Days to Scale | GTM blueprint, 90-day plan, evidence tests |
| Hold period | Is the system carrying the growth plan? | The full install (Design, Enable and Run) + modules where needed | Stage architecture, playbooks, CRM & AI sales workflow integration, weekly cadence, inspection rhythm |
| Exit readiness | Can the revenue story stand up to diligence? | Run stabilisation | Forecast pack, operating cadence pack, evidence of repeatability |
Operators who've done the job.
Not advisers. People who have built pipeline, run the week, and stood behind a forecast, across enterprise software, services, and scale-ups.
Maria Scheifler
US Operating Partner
- ✓$500K+ ARR pipeline in 60 days
- ✓12x deal size; 70% pipeline via partners
Russell Palmer
Operating Partner
- ✓Scaled Pega ARR $9m → $54m (6x growth)
- ✓Doubled Virtalis ARR £4m → £8m in 2yrs
Laurie Mascott
Operating Partner
- ✓Grew Concentra £0 → £19m ARR in 4yrs
- ✓Drove ChatLingual to 50% of global revenue in 18 mos
Douglas Mancini
Operating Partner
- ✓70% growth in Okta large Enterprise year on year
- ✓Doubled Critizr MRR; opened new markets in UKI and DACH
Erlend Asker
Operating Partner
- ✓7% utilisation uplift unlocked €10m+ margin at IFS
- ✓Grew €34m services unit 4 of 5 yrs; twice "global best of class"
Marc Sabatini
US Operating Partner
- ✓Co-founded and grew Aqfer; built repeatable GTM motions
- ✓US CRO; designs and runs full-funnel GTM for scale
Joao Pedro Moniz Barreto
Operating Partner
- ✓CrossVista: €400K → €1.9M (5x); 17 enterprise wins (68% win rate)
- ✓SI + retention: 30%+ pipeline via Accenture / Cognizant / Capgemini; 90% GRR
Andy Reid
Operating Partner
- ✓Led €200m EMEA P&L at Deutsche Bank (17 markets)
- ✓Returned Tungsten sales to +18% YoY; scaled Bleckwen pipeline €7m → €35m
Frequently asked questions
A value creation plan requires a commercial system strong enough to deliver it. We identify whether the current sales motion, team rhythm and pipeline quality can support the plan, and define the specific intervention needed to close the execution gap. The output connects investment intent to commercial reality.
Outputs can include an execution-risk view, intervention recommendations, a prioritised action plan, a portfolio-ready reporting pack and founder-facing outputs. Where deeper support is needed, we provide a clear route into 5 Days to Scale, Closing OS or Live Deal Coaching for the portfolio company.
Yes, where the support is structured and repeatable. We use a shared diagnostic framework, common commercial language and comparable outputs across multiple companies, while still adapting the intervention to each company's stage, sales motion and execution risk profile.
Want to see where execution risk is hiding in the portfolio?
Bring one portfolio company, one investment thesis, or one recurring issue you're seeing across the portfolio.
We'll help you work out where the commercial system may be under strain, what evidence to inspect first, and whether the right next step is a diagnostic, 5 Days to Scale, the full install (Design, Enable and Run) or no external support.