The Strattam Engagement Process

Strattam Capital thrives at the intersection of investment and operational management. Our engagement process is designed to align goals before signing and provide a framework that works for our CEOs and management teams in support of those goals.

How Strattam Capital Engages With Companies

Over the course of more than 20 combined years of investing in business IT companies and working closely with founders and CEOs, we’ve learned that creating value by building better companies requires knowing what path to take to achieve your goals. Our path starts by identifying companies that fit our investment parameters. The next step is determining whether we and our strategy can have a meaningful impact on the company’s growth trajectory, so even before signing, our engagement process is in motion.

Develop a 5-Point Plan

Work with management before the investment to agree on the five most impactful areas for improvement

Support Company Management

Use the Strattam Executive Advisors and Founders Group to support company leadership

Deploy The Strattam Essentials

Use our fit-for-purpose package of process tools and knowledge to address opportunities in key business areas

Develop a 5-Point Plan

Work with management before the investment to agree on the five most impactful areas for improvement

Support Company Management

Use the Strattam Executive Advisors and Founders Group to support company leadership

Deploy The Strattam Essentials

Use our fit-for-purpose package of process tools and knowledge to address opportunities in key business areas

Develop a 5-Point Plan

We align goals with our CEOs and management teams and provide a mutually agreed framework, the 5-Point Plan, in support of those goals.

The 5-Point Plan defines the strategy for the company and specific actions the company will take to have the greatest positive impact. Our goal is to build winners within defined market segments that are of strategic interest to a broader market.

Apply the Strattam Essentials

It is one thing to know the ‘what’, another to get to ‘how’. A company may know that it should be moving into an adjacent market, but the nuts and bolts of how to get there are just out of reach. Our solution includes the “Strattam Essentials”, a flexible set of tools and processes that directly address hurdles to growth that our companies typically face.

The Strattam Essentials address gaps in the following areas:

Go to Market


Sales structure and compensation, marketing automation, demand generation strategy, and digital presence

Talent


Hiring processes, executive search and hiring, onboarding processes, and succession planning

Corporate Development


Acquisition strategy, hypothesis-driven workplans, post-merger integration, and partnerships

Engineering


Code review, open-source code assessment, evaluation and remediation of tech debt, and best-practice development process leadership

Product Development


New agile development practices, client demand management, and the creation of data-driven analytical products

Governance


Board construction, governance, management analysis, and key gaps in leadership roles

Strattam Executive Advisors

The Executive Advisors are world-class practitioners in the areas where our CEOs most frequently need help: technology, sales and marketing, talent, and corporate development. They help to create the 5-Point Plan before signing, and they are available to provide hands-on, low-ego assistance with its implementation.

Our Executive Advisors, who work exclusively with Strattam in the private equity arena, play key roles in developing the Strattam Essentials.

Strattam Founders Group

The Strattam Founders Group provides valuable industry expertise, and complementary leverage to our in-house advisory capabilities. The Strattam Founders Group are personal investors in the Strattam funds, comprising more than 40 entrepreneurs, executives, advisors, and thought leaders in the information technology field.