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.
Growth systems we deploy.
Revenue, pipeline, and acquisition. The systems that move demand from interest to close.
Choose Your Next Growth Priorities
Where to focus, what to build, how to win.
Make Your Business Easier to Understand
Messaging, positioning, and visual identity that make you unmistakable.
Track Competitors and Market Changes
Monitor your market. Stay ahead.
See What Is Driving Revenue
Know exactly what's working and what's wasting money.
Build a Website That Generates Leads
A website that generates leads, not just looks good.
Operating efficiency systems we deploy.
AI automation and infrastructure that recovers capacity without adding headcount.
Cut Repetitive Manual Work
Eliminate the manual work dragging your margins.
Make Your CRM Easier to Use
Turn a neglected CRM into a system your team actually uses.
See Your Numbers Without Pulling Reports
See your numbers in real-time. No more pulling reports.
Prepare Financial Reports With Less Manual Work
P&L, expense tracking, and investor updates, generated automatically and reviewed by you.
Document How the Work Gets Done
Get the knowledge out of your head and into the system.
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.