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For PE Firms · Advisor

Your team does the work. We make sure they do it right, every week, until it's done.

Built for portfolios with real internal capacity. We hand your team the same playbook we run ourselves, then meet weekly to guide the execution, catch what's off track, and keep the pace up. You keep the headcount and the institutional knowledge in-house.

For PE firms and platform teams with an internal team who can execute, and who want to keep the work in-house.

What you get

In-house execution

Your own team builds the roll-up, so the institutional knowledge stays inside your company instead of leaving with a vendor.

Lower cost

Without us running the build ourselves, this is the lightest-cost way to get the same playbook into your portfolio.

Weekly accountability

A standing working session each week keeps the plan moving and catches problems before they cost you a quarter.

The same playbook

You get the exact roll-up and integration playbook we use on our own engagements, not a lighter version of it.

What actually happens

MergeYourData
Playbook and direction
Your team
Builds week to week
Weekly working session
Review, unblock, set next week
Your roll-up, running
Knowledge stays in-house

Your team builds it. We hand over the playbook and hold the weekly session that keeps it moving.

Who this is built for

This fits when0 of 4
This isn't the fit when0 of 3

Tick whatever is true of your portfolio today. We'll tell you straight whether this is the right one.

That's what we build directly, in the other two offerings. Compare all three PE offerings

Built on a playbook already in production

This is the same integration playbook behind the platform and portfolio patterns we run directly for other clients, documented step by step so your team can run it themselves.

See the playbook in production →

How to self-select

Not sure which one you need? Start here.

Most operating partners arrive not knowing which of the three fits. Here's how the businesses you've bought, and the team you have, decide it for you.

Highest touch

White-Glove Platform Roll-ups & Integrations

Best whenOperating companies sell differently and need to keep it, with an ERP at the center.
SpeedSlower, run in waves. Each operating company migrates on its own timeline.
Who's in control day to dayEach operating company keeps its own portal and its own team.
Main disqualifierSkip this if you want one login and one report from day one.
See this offering →
Templated

Standardized Roll-up

Best whenBusinesses share a buyer universe and a central team will own the system.
SpeedFaster and lighter. The pattern repeats, so each new business goes live quicker than the last.
Who's in control day to dayEveryone moves onto one shared account and one data model.
Main disqualifierSkip this if operating companies need to keep separate P&Ls and separate systems.
See this offering →
Lowest cost

Advisor

Best whenYou have an internal team who can execute the build week to week.
SpeedDepends on your team's bandwidth. We direct the pace, we don't control it.
Who's in control day to dayYour team builds it. We hand over the playbook and run the weekly working session.
Main disqualifierSkip this if your team is already stretched and can't take on a build.
You're looking at this one

Still deciding whether to buy the company at all? That's a separate engagement: RevOps & CRM Due Diligence, run before you close.

Talk to us about your team's capacity.

Bring an honest read on your internal bandwidth. We'll tell you if advisor-only actually fits, or if you need us to run the build.

Schedule a ConversationCompare all three PE offerings