How to Buy and Judge a 100 Day Integration Plan Consultant
The forecast in the model assumes a clean handoff. Day 1 arrives, the seller’s finance team goes quiet, the CRM still lives on the seller’s …
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How to Judge a Marketing Operations Consultant in Private Equity
By the second board meeting, the marketing operations problem in a portfolio company usually shows up as a forecast that will not reconcile. Sales says …
Outsourced RevOps for a Portfolio Company: What to Decide and How to Judge It
You inherited a revenue engine that no one can explain. Pipeline is a spreadsheet, the forecast misses by a margin the CFO cannot defend to …
Transition Service Agreement Consulting
When a carve-out closes, the seller keeps running the buyer’s business for a while. Payroll, ERP instances, email, the data warehouse, order-to-cash, IT security, sometimes …
Marketing Operations Consultant in Private Equity: What to Buy, and How to Judge It
When a portfolio company misses its pipeline forecast two quarters running, the operating partner rarely gets a clean answer to why. The CRM says one …
Marketing as a Service for Portfolio Companies: What to Buy and How to Judge It
You have a portfolio company with a flat pipeline, a two-person marketing team, and a growth plan the board already approved. Hiring a CMO takes …
How to Buy Outsourced RevOps for a Portfolio Company Without Buying a Mess
An operating partner inherits a revenue engine that does not report cleanly. Pipeline coverage is a spreadsheet someone updates on Thursdays, the CRM has three …
How to Hire and Judge a Marketing Operations Consultant in a PE-Backed Company
You are three weeks past close on a lower-mid-market portfolio company, and the CRO’s forecast is built on a pipeline nobody can reconcile. Marketing reports …
How to Buy Marketing as a Service for Portfolio Companies (and Judge It)
An operating partner sitting on a platform with three add-ons and no shared demand engine has a decision to make, and it usually surfaces in …
How to Judge a Marketing Agency for Your Private Equity Portfolio Company
You have a portfolio company missing its pipeline number, a management team that blames “not enough leads,” and a marketing agency invoice that no one …