The Prévenance Method

Before any time is committed, every engagement begins with a structured Week 0 session.

For Operating Partner-as-a-Service engagements, this is a 90-minute session with the PE firm and PortCo leadership that aligns on three things: the exit thesis (what does this PortCo need to look like in 24–36 months to achieve the target multiple?), the constraint map (where is value creation being suppressed today?), and the governance model (what reporting cadence the fund wants).

For Sales Transformation engagements, Week 0 is a Revenue Diagnostic — a two-hour working session with founder and sales leadership, combined with read-only CRM access, delivered as a written report. The Revenue Diagnostic is available as a standalone, fixed-price engagement; many clients use it to build the internal business case before committing to a full programme.

Every Week 0 concludes with a one-page Engagement Charter, signed off by the PE partner and PortCo CEO, defining success, scope, and reporting commitments for the full term.

We arrive with questions, not a playbook.

In the first 30 days, we operate as embedded observers across the in-scope functions — typically Sales, Product, Engineering, and Customer Success. Our AI infrastructure ingests your CRM, financial reporting, product usage data, and team structure to surface objective baseline metrics: pipeline conversion, NRR, CAC payback, forecast variance, engineering velocity, and cross-functional handoff friction. In parallel, we map informal power structures and the gap between what leadership believes is happening and what the data shows.

Month 1 closes with a Value Creation Roadmap — a prioritised, sequenced intervention plan with effort estimates, expected EBITDA impact, and a 12-month execution timeline. Nothing gets actioned until the plan is aligned with both the PE firm and the PortCo CEO.

Your time commitment in Month 1: approximately 3–5 hours of structured access. We do the heavy lifting.

Every engagement operates on a three-tier reporting cadence that gives the PE firm commercial visibility without creating reporting overhead inside the PortCo.

We plan our exit from Day 1.

Every engagement concludes with a full Transition and Continuity Package: documentation of every process built, every system configured, every framework installed, together with a 12-month KPI benchmark set your team can track independently. Your internal team inherits a functioning operational engine, not a continued external dependency.

Where PortCos are preparing for exit, we remain available through the buyer-side DD process to provide operational context and respond to investor questions on the systems and architectures we put in place.