Private Equity & VC
Accelerate Your Firm's Value Creation Strategy
By embedding ROBTM into their value creation playbook, PE & VC firms can uncover hidden opportunities to optimize sales processes, enhance customer engagement, align cross-functional teams and improve execution & accountability — all of which help increase the odds your investment and value creation strategies will be successful.
Leverage the Revenue Operations Benchmark For New Investments
For new investment opportunities, the Revenue Operations Benchmark assessment provides a unique lens through which investors can assess the robustness of a company's core revenue generation capabilities— factors such as cultural alignment with strategy, customer centricity, ability to change, cross functional execution, accountability, and the scalability of core functions. This holistic benchmark provides a critical baseline for identifying and implementing operational improvements that drive sustainable growth.
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Enhance Due Diligence
The ROBTM assessment complements traditional diligence methods by providing deeper insights into a company's operational dynamics, often overlooked by Quality of Earnings (QoE) analysis. This helps mitigate risks, ensuring a smoother transition post-acquisition, and establishing a collaborative relationship with the management team from the outset.
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Post-Closing
Following the deal closure, a detailed ROBTM assessment aids investors and management in identifying and agreeing on the fundamental challenges facing the business. This consensus facilitates the development of effective action plans, ensuring that the initial period post-acquisition is marked by data-driven and goal-oriented activities.
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Portfolio Scan
For portfolio companies not meeting growth expectations, ROBTM serves as an essential diagnostic tool, pinpointing the underlying reasons for underperformance. By providing a prioritized action plan, ROBTM enables management to reallocate resources effectively, align various functions, and streamline the revenue cycle, thereby reinvigorating growth.
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Add-on Acquisitions
A ROBTM assessment is crucial in evaluating the compatibility and integration potential of add-on acquisitions. This strategic application of ROBTM helps avoid integration pitfalls and maximizes the synergistic potential of combined entities, fostering a cohesive and growth-oriented organizational culture.
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Pre-Sale Value Maximization
In the months leading up to a potential sale, conducting a ROBTM assessment alongside a Quality of Earnings analysis offers an assessment and roadmap for enhancing revenue quality and operational alignment. This preparation not only strengthens the company's growth narrative but also positions it for maximum valuation upon exit.
Existing Portfolio Companies
For existing portfolio companies, the Revenue Operations Benchmark provides CEOs and management teams with a performance improvement blueprint for knitting together the systems, processes, and operations that support revenue growth in ways that generate scalable, predictable, and consistent growth. This approach equips investors and management teams with the data and insights to make informed strategic decisions, optimize operations, and align investments toward sustainable revenue growth.
By embedding insights from the Revenue Operations Benchmark into our current processes we can optimize the operations of portfolio companies which has allowed us to do better planning, fix broken operating models, and provide a stronger path to execution.
Do Better Deals & Realize More Value.
The ROBTM covers growth levers across strategy, culture, business process, human capital, product management, technology, and cross-functional alignment. Benchmarks vs. peer best in class allow our clients to know where they have gaps that represent latent revenue potential.
Make Ops Improvements that Drive Revenue Growth
Assess operational enhancements in value creation and deals to boost growth, efficiency, and reduce risk.
Quantify Critical Intangible Assets
Evaluate key intangible assets—culture, innovation, teamwork—often missed in financial analyses, which are quantified so they can be managed.
Improve Execution
Pinpoint causes of revenue underperformance, quantify gaps, and create actionable plans with clear KPIs for phased implementation.
Get a Holistic View of Revenue Potential
Evaluate key intangible assets—culture, innovation, teamwork—often missed in financial analyses, which are quantified so they can be managed.