Our Approach to Value Creation

Focused on Organizations with $1M-$10M Revenue, $250K-$2M EBITDA

Growth Strategy

Opportunity Analysis, Investment Thesis Review, and Growth Strategies for Portfolios. We use our Scalable Growth Methodology to provide a repeatable set of processes for teams and our operators.

Commercialization

Leverage best in class Commercialization approach and checklist for Go To Market stakeholders in Sales, Revenue Operations, Marketing, Product, and Customer Success & Services. We’ll do a deep dive into Sales Strategy, Pricing, Segmentation and Commercial Model development.

Product & Service Alignment

We analyze our companies’ portfolio of services and products against a scale of investment and competitive criteria, identifying opportunities for rationalization and optimization. This “audit approach” is suited for re-focusing sprawling roadmaps and product initiatives and getting back to core competencies and where there is green field opportunities.

Ideation & Mentoring

As an operating partner, we are here to support specific initiatives or point in time needs for Go To Market leaders and teams. Ideation & Mentoring achieves specific actionable outcomes related to leadership, operations, and managing functional teams.


Geographic Expansion

We know what it takes to expand to new geographies and what it takes to be successful; focus on market opportunity, short to long term multi-year planning, resource requirements, budget development and operations readiness.

Fractional Leadership

Our operating partner approach is that we want to groom and develop leadership. When need be, we’ll step in as acting / interim Chief “X” Officer for our organization or a single specific initiative. .

Global Network

Extensive operating experience and professional network in Asia Pacific, UK/EU, and North America. Partnerships, JVs, Key Hires and Resourcing.

Industry Expertise

B2C / B2B Payments, Fraud, Risk & ID Management Technologies, Embedded Finance, Payment Facilitator, Digital Wallets / a2a, Enterprise Software -Case Management, Analytics, Project Management, CRM.

Corporate Development

Capital / Venture Funding, Investment and M&A Due Diligence, Strategic Alliances

Go To Market & Operations

Commercial Initiatives, Organizational Design, Managed Services, Professional / Bespoke Services, Customer Care, Technical Support, Customer Success.

The Results

“A game changer.”

— CEO, publicly listed Fintech company