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PE & Search-Funded

You have 100 days to show your investors progress.

The business may have outgrown the seller's operating system: thin CRM discipline, weak documentation, and limited reporting. You need infrastructure and results at acquisition speed, without hiring five vendors and hoping they coordinate.

Where pe and search operators lose revenue and capacity.

These are the workflow patterns that commonly create drag. Each one is diagnosable and fixable.

Founder-dependent systems

The business still depends on the seller's memory, relationships, and habits. The process, the contacts, and the institutional knowledge are not captured well enough.

Investor pressure

Monthly updates are due. You can't produce the numbers. The dashboard doesn't exist yet.

Revenue is leaking

No lead tracking, no AI automation for follow-up, no visibility into what's actually closing versus what's stalling.

Vendor chaos

You're about to hire an agency, a dev shop, a CRM consultant, and an AI automation specialist. Four vendors. No coordination. No one accountable for the outcome.

What the fix looks like.

We map the workflow first. These are examples of what that mapping typically surfaces and what gets built.

Current state

Sales pipeline lives in the seller's email and memory

After the fix

CRM built around the real pipeline. Every deal tracked, every follow-up automated.

Current state

Investor update assembled manually from scattered inputs

After the fix

Reporting dashboard pulls from live data. Monthly update becomes faster and evidence-based.

Current state

No documentation. Every process requires finding someone who knows how it works.

After the fix

SOPs documented and housed in a system the team can actually use. Onboarding becomes repeatable instead of tribal.

Before and after.

Before

No CRM discipline. Thin documentation. Revenue visibility unclear since acquisition. Operator time consumed by manual follow-up and internal questions. Investors asking for better reporting.

After

CRM tracking every deal. Marketing activity tied to pipeline. Dashboard updating in real time. Investor updates become evidence-based instead of assembled from memory.

How we start.

Every engagement starts the same way: mapping the workflow. No brief-taking. No scope inflation. One workflow, scoped and agreed, mapped to a clear output.

1

Scope agreed

One workflow identified. We confirm it is diagnosable within the engagement.

2

Workflow mapped

Every step, owner, and handoff documented. Gaps and bottlenecks named.

3

Decision made

Build, defer, or redirect. With reasoning. Not a list of options.

4

System built

If the gap is real, we scope and build. If it is not, we say so.

Map your operational gaps before the 100 days run out.

We start with a consultation request. No commitment, no scope inflation. We tell you whether the workflow is diagnosable and what the engagement would produce.