Total Transparency
No Surprises.
The road to business growth should always be paved with mutual respect, transparency, and professional integrity. Our mission is to help founders and CEOs build the strongest possible businesses and achieve the greatest possible results.
TheFive-Pointplan
The Five-Point Plan
Align before you sign.
Our commitment to transparency centers on the Five-Point Plan, an investment process that emphasizes alignment before signing.
Go-to-Market Strategy
We start with a detailed analysis of sales and marketing, including team structures, compensation packages, and demand generation processes.
Talent
Talent is a huge consideration in building our plan. We’ll work with you to identify any gaps in your leadership team and leverage the collective experience of our value operations team and outside advisors to help find and recruit the right people to fill these roles.
Add-on M&A
Many of our founders have M&A ambitions but lack the resources and/or expertise required to successfully complete and integrate acquisitions. We have a dedicated sourcing team available to identify and engage potential acquisition targets, along with experienced M&A professionals who can assist in conducting diligence and executing transactions.
Product Development
We carefully assess product engineering practices, code, and open-source capabilities. We also explore opportunities to implement best-practice improvements in the development process, such as Agile methodologies, and leverage the power of modern technologies, such as AI, ML, and low-code development frameworks.
Governance
We strategically assemble a Board of Directors that will add value to your business, including at least two independent directors who can provide you with valuable insights and act as a helpful sounding board.