03 · Private equity sponsors
Private Equity Portfolio Program
A single portfolio company engages Revenue Systems directly. When a sponsor wants commercial consistency across multiple companies, this applies one commercial assessment methodology across the portfolio, then scopes execution to each company’s constraints.
The stages
How a portfolio engagement runs
Benchmark the portfolio, diagnose the companies worth acting on, then deploy per company.
Stage 1 · Portfolio Benchmark · No cost
Rank every portfolio company against one commercial standard
Most operating partners can name their weakest company commercially. Very few can rank all of them. One email to your portfolio CEOs, five minutes each on the P.R.O. Index, and you get one comparative report back.
Every portco scored and ranked
On Performance, Ramp, and Output against identical criteria.
Averages and outliers
Where the portfolio is systematically underbuilt – not just where one company is falling short.
The two or three companies worth acting on first
Read by an operator, not a scoring engine. The interpretation is the deliverable; the scores are the input.
No portfolio company budget, no procurement, no engagement letter at this stage.
Stage 2 · Per company, after the benchmark
Commercial Snapshot // $4,500 per company · 2 weeks
What changes: The benchmark tells you which company. The Snapshot tells you what is actually wrong with it and what it is costing. Fixed fee, fixed scope, fixed end date.
P.R.O. Index review and constraint register
Digital footprint, search, and AI discovery assessment
Outbound feasibility and addressable list audit
With a prioritized recommendation.
Portfolio company time required: under 3 hours.
The Snapshot fee credits back. On engagements of three or more portfolio companies, each one that proceeds to a Revenue Systems build within 60 days carries a $4,500 credit against it. The diagnostic becomes a decision about whether to move, not an added cost of moving.
One $1,000 fund-level setup fee to establish a consistent reporting standard across every company in scope.
Stage 3 · Optional
Scoping Study // +$5,000 · 2 additional weeks
Outside, then inside. The Snapshot reads market position and opportunity; the Scoping Study goes into the CRM, deal flow, and proposal process – usually where the recoverable value sits.
A separate decision. Add it when you need the operating picture before committing capital. It ends in a custom company scope.
Map how deals actually move through the pipeline
Identify where opportunities stall or fall through
Compare CRM usage against the real sales process
Assess workflow, handoff, and automation gaps
Scope diagnostics
Companies in scope
Assessed in parallel, not in sequence.
How the credit works
The Snapshot fee comes back. $4,500 per company, credited against that company’s build once the build starts within 60 days, for each eligible company when three or more portfolio companies are in scope.. The Scoping Study and the setup fee are not credited.
Terms
- One-page engagement letter, no MSA for diagnostics
- Fixed fee, fixed scope, fixed end date per company
- One-time $1,000 fund-level setup and reporting fee
- Under 3 hours of portfolio company time per Snapshot
- Full Revenue Systems and Embedded Marketing Team access per company
Fund level
What only the sponsor gets
Per-company builds are the same Revenue Systems and Embedded Marketing Team engagements a portfolio company would buy standalone. These three exist only at portfolio scale.
One methodology, applied to each portco on its own terms
Standardized diagnostic visibility across your portfolio; tailored growth engines built for every company. Unified methodology, distinct execution.
Portfolio reporting
A monthly portfolio dashboard, quarterly operator memo, board-ready one-pager per company, and shared metric definitions—covering P.R.O. scores and agreed build milestones - so the fund sees the same measures for every company, in the same format.
Repeatable 100-day commercial onboarding
A 100-day commercial onboarding playbook for new platforms and add-ons, tailored to each company from close.
