Your portfolio companies sit on thousands of decisions that shape EBITDA.
Right now, most of them are invisible.
Your reality today: doing stuff manually because no one else can
Slide deck graveyard
Your value creation plan was built to last five years. It survived about six months. The consultants left, the framework stayed behind in a folder, and management moved on to fighting fires. By the time you're back on-site, the plan and the business have drifted apart — and no one flagged it.
Execution Blackbox
You ask what's happening on the ground. You get a narrative. Revenue is "tracking well," costs are "under review," the team is "aligned on priorities." None of it connects to the numbers you care about — and by the time the P&L tells you otherwise, you've lost a quarter.
Management Question
Is this team executing, or do I need to intervene? You typically find out at month six, when the first post-close board pack lands and the variance is already baked in. By then, a fast team has compounded its edge and a slow team has compounded its problems. You needed the signal in week three.
