For private equity

It is the week before the partner review. Five holdings have sent five decks, each with its own definition of a qualified pipeline. The answer on which companies are on plan gets assembled from impressions, and operating time is allocated on that basis for another quarter.

What the fund receives

  • A ranking of the holdings, defensible on evidence
  • The binding constraint, named per company
  • Forecasts that mean the same thing at company five as at company one
  • A defined ICP per company, where CAC, CAC payback and lifetime value move
Illustrative data. Andru's portfolio pipeline for a fund of eight portfolio companies, each with a revenue-engine score. Portfolio company 08, the weakest at 38, is selected, and the four steps it will run are shown: target buyers, lead generation, an account plan, and an overview deck.
Illustrative data. The pipeline run for portfolio company 08: twenty target accounts ranked by fit, described by type rather than name, with the roles to reach at each. The top account is selected; target buyers and lead generation are ready, its account plan is building, and the overview deck is queued.

Three stages, in order

  1. Foundations. Make the holdings comparable.
  2. Growth. Make the playbook transfer.
  3. Scale. Defend the exit, and screen what you buy.

Foundations is open now. Growth and Scale open once it holds, because comparability gates everything above it.

Terms

Foundations: $45,000 pilot on up to two companies, then $18,000 per company per month in three-month phases. Growth: $60,000 pilot, then $25,000 per company per month. Scale: $75,000 pilot, then $50,000 per month at fund level plus $35,000 per acquisition screen. A quarter of the engagement fee is contingent on movement against the week-one baseline. Pilots do not credit and are refunded in full if nothing on the week-one list moves. Commercial due diligence runs $150,000 to $500,000 and stops when the report ships.

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