Operating-Partner-as-a-Service
FRONT-OFFICE
Revenue Generation & Strategic Leadership
Deal Sourcing & Evaluation
- Market research and deal evaluation through industry insights
- Risk assessment and growth opportunity identification
Due Diligence Support
- Operational due diligence on investments
- Management team and business process assessment
- Improvement opportunity identification
Strategic Planning & Vision
- Overall strategy development for near-term and long-term growth
- Strategic initiative oversight and execution
Revenue Growth Initiatives
- Sales-force effectiveness programs
- Pricing optimization
- Design-to-value principle implementation
Client Relationship Management
- Primary liaison between investment firms and portfolio companies
- Stakeholder communication and relationship building
M&A & Business Development
- Acquisition identification and evaluation
- Cross-portfolio synergy development
- Strategic partnership facilitation
Capital Markets & IPO Readiness
- Public company preparation and IPO readiness assessment
- Capital markets strategy development
- SOX compliance implementation
Market Intelligence & Data
- Market data practice establishment
- Competitive intelligence capabilities
- Strategic decision-making support
Crisis Leadership
- Crisis management and business continuity
- External disruption navigation
- Organizational transformation leadership
MIDDLE-OFFICE
Risk Management & Operational Excellence
Risk Management
- Comprehensive risk assessment across growth, cost, and operational vectors
- Risk mitigation strategy development
Performance Monitoring
- KPI tracking and performance review systems
- Regular performance assessment and optimization
Operational Risk Assessment
- Business operations analysis
- Financial, sales, and marketing strategy assessment
- Process improvement identification
Compliance & Regulatory Programs
- Specialized compliance frameworks for regulated industries
- Regulatory oversight program development
- Global compliance coordination
Financial Controls & Treasury
- Financial control system implementation
- Cash flow management
- Treasury operations oversight
Technology & Digital Transformation
- SaaS platform operational oversight
- Cybersecurity program implementation
- Digital infrastructure scaling
Process Optimization
- Supply chain management optimization
- Strategy enhancement
- Operational efficiency improvement
Insurance & Risk Transfer
- Comprehensive insurance program management
- D&O coverage administration
- Risk transfer strategy development
International Operations
- Global entity management across multiple jurisdictions
- Cross-border compliance
- International operational coordination
- Transfer Pricing
Specialized Due Diligence
- Complex transaction due diligence frameworks
- Regulated client onboarding programs
- Enhanced compliance verification
BACK-OFFICE
Infrastructure & Foundational Systems
Corporate Governance & Legal
- Corporate governance structure establishment
- Legal framework development
- Best practice implementation
- Contract strategy and structure
Intellectual Property Portfolio
- IP portfolio development
- Copyright and trademark management
- Patent strategy coordination
Human Resources Development
- HR function establishment
- Policy and procedure development and management
- Talent acquisition and career development
- Incentive compensation
Procurement & Vendor Management
- Procurement practices
- Vendor due diligence and management
- Supply chain optimization
Regulatory Documentation
- Investment documentation maintenance
- Compliance record management
- Regulatory filing coordination
Entity Structuring
- Multi-jurisdictional entity establishment and management
- Complex regulatory requirement navigation
- International structure optimization
Organizational Scaling
- Large-scale growth management
- Operational infrastructure development
- Systems implementation and integration
Administrative Operations
- Comprehensive back-office support
- Day-to-day operational process management
- Administrative function optimization
BOARD LEVEL ACTIVITIES
Corporate Governance & Board Excellence
Board Service & Leadership
- Board member support for private and public company boards
- Board committee participation and leadership
- Independent director capabilities
Board Governance Development
- Board governance framework establishment
- Board charter and policy development
- Corporate governance best practice implementation
Board Committee Management
- Audit committee oversight
- Compensation committee participation
- Nominating and governance committee leadership
- Steering committee leadership
- Special committee formation and management
Board Training & Development
- Director education and onboarding programs
- Board effectiveness assessment
- Corporate governance training and continuing education
Board Reporting & Communication
- Board package preparation and presentation
- Executive reporting framework development
- Board meeting facilitation and management
Fiduciary Risk Management
- D&O insurance oversight and claims management
- Fiduciary duty compliance
- Board liability assessment and mitigation
Stakeholder Relations
- Investor relations support
- Shareholder communication coordination
- Stakeholder engagement strategy development
Board Technology & Infrastructure
- Board portal implementation and management
- Virtual meeting facilitation
- Board technology optimization
Transition Management
- IPO board transition planning
- Private-to-public board transformation
- Board composition optimization for growth stages
Crisis & Special Situations
- Crisis management board leadership
- Special situation board guidance
- Turnaround and restructuring board oversight