Private Equity

Learn how Quality of Revenue equips investment teams with the data and insights needed to make informed strategic decisions, optimize operations, and align investments toward sustainable revenue growth.

Accelerate Your Firm's Value Creation Strategy

By embedding QoR into their value creation playbook, PE firms can uncover hidden opportunities to optimize sales processes, enhance customer engagement, and innovate product offerings—all of which contribute to a more resilient enterprise.

New Investments
Make better investment decisions with thorough diligence— examine the robustness of a company's revenue capabilities.
Existing Portfolio Companies
Make informed strategic decisions, optimize operations, and align teams toward sustainable revenue growth

Leverage QoR For New Investments

For new investment opportunities, Quality of Revenue offers a lens through which investors can examine the robustness of a company's revenue capabilities—assessing factors such as customer management, sales effectiveness, and the scalability of business models. This holistic analysis provides a strategic roadmap for identifying and implementing operational improvements that drive defensible growth.

  • Enhance Due Diligence

The QoR 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.

  • Post-Closing

Following the deal closure, a detailed QoR 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.

  • Portfolio Scan

For portfolio companies not meeting growth expectations, QoR serves as an essential diagnostic tool, pinpointing the underlying reasons for underperformance. By providing a prioritized action plan, QoR enables management to reallocate resources effectively, align various functions, and streamline the revenue cycle, thereby reinvigorating growth.

  • Add-on Acquisitions

A QoR assessment is crucial in evaluating the compatibility and integration potential of add-on acquisitions. This strategic application of QoR helps avoid integration pitfalls and maximizes the synergistic potential of combined entities, fostering a cohesive and growth-oriented organizational culture.

  • Pre-Sale Value Maximization

In the months leading up to a potential sale, conducting a QoR 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, Quality of Revenue 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 investment teams with the data and insights to make informed strategic decisions, optimize operations, and align investments toward sustainable revenue growth.

By embedding insights from Quality of Revenue 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.

Managing Director Middle Market PE Firm

Do Better Deals & Realize More Value.

 

The QoR 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.

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