We operate under strict ethical walls and conflict protocols:

• All client engagements require NDAs with specific portfolio company protection clauses
• We don’t simultaneously work with direct competitors in the same market segment
• When conflicts arise (e.g., two portfolio companies in adjacent spaces), we disclose proactively and let clients decide comfort level
• Our team members are assigned to specific engagements to prevent information leakage
• We never share portfolio company performance data, strategies, or market intelligence across clients

Most PE firms appreciate that our cross-portfolio experience (patterns, benchmarks, best practices) makes us more valuable—as long as specific company information remains protected. We’ve maintained these standards across 40+ engagements without a single confidentiality breach.

Fractional leadership means we function as an embedded member of the executive team—not external advisors visiting for workshops. Practically:

• We attend weekly leadership meetings and board sessions
• We directly manage sales team members and own revenue outcomes
• We make hiring/firing decisions, compensation changes, and territory assignments
• We build and run pipeline reviews, forecast processes, and deal coaching
• We interface directly with customers, partners, and prospects\
• We implement tools, create collateral, and design processes ourselves

The key difference from consulting: we’re accountable for results, not recommendations. If pipeline doesn’t grow or revenue targets are missed, that’s on us—not a “change management” issue or “adoption challenge.” This accountability mindset is what PE firms need.

We use a triage framework based on three factors: value-at-risk (companies underperforming investment thesis or approaching covenant issues), value-creation opportunity (companies positioned for significant growth acceleration with right intervention), and exit-readiness (companies in 12-18 month exit window where GTM gaps would affect valuation).

We typically recommend starting with 1-2 quick GTM health checks across your TMT portfolio (we can assess 3-4 companies in parallel over 2-3 weeks). This reveals where intervention delivers highest ROI. Not every portfolio company needs deep engagement—sometimes a rapid diagnostic and tactical playbook is sufficient.

• Pre-Investment DD: 2-3 weeks, fixed fee typically $25K-50K depending on company complexity
• Post-Acquisition 100-Day Plan: 90-day engagement, $40K-75K including execution support
• Fractional Sales Leadership: 6-12 month embedded engagements, monthly retainer $15K-30K based on scope and time commitment
• Exit Preparation: 8-12 week engagement, $35K-60K depending on business size and readiness

These fees typically represent 40-60% savings versus hiring full-time executives or engaging traditional strategy firms, with faster time-to-impact and lower risk. We can also structure success-based components tied to specific performance milestones or exit outcomes.

We operate under standard NDA protocols and can structure our assessment in multiple ways depending on deal dynamics. For pre-LOI situations, we work from data room materials, industry intelligence, and discrete market research. Post-LOI, we typically conduct focused management interviews positioned as “growth planning” conversations rather than risk assessment. We’ve refined this approach across dozens of transactions—target companies rarely realize they’re being evaluated beyond standard financial DD, and we never surface concerns that could jeopardize deal closure before you’ve made the investment decision.