Every company reports differently
When pipelines, definitions and data diverge, comparing your portfolio becomes a manual reconciliation exercise instead of a foundation for decisions.
For private equity teams and portfolio companies
Turn your value creation plan into measurable enterprise value.
More revenue from existing client relationships, fewer duplicated costs and a commercial system that also works for your next acquisition. We help you build these levers across your portfolio and make their contribution to the plan visible.
Estimate the value leverThree inputs, an initial estimate. No meeting or email address required.
Portfolio perspectiveA foundation for decisions
01PipelineWhat is emerging?
02SalesWhat works?
03ManagementWhat comes next?
Experience with portfolio companies and growth-oriented businesses
The fund perspective
Your value creation plan needs to translate into results by exit.
A shared CRM is a means to an end. It should reveal where portfolio companies share clients, where revenue opportunities go untapped and which costs are duplicated. That creates actions, ownership and verifiable figures for the plan.
The lever works in two ways: higher EBITDA increases enterprise value at the same multiple. Traceable growth and client data can also improve the discussion of quality and risk at exit, without guaranteeing a higher multiple.
Illustrative example · not a client result
At entry€5m EBITDA × 10€50m
At exit€10m EBITDA × 12–15€120–150m
Simplified enterprise value before debt, cash, transaction costs and dilution. Neither EBITDA growth nor the exit multiple is promised. An initial estimate
What could portfolio cross-selling contribute to your plan?
Enter three assumptions of your own. The result is a scenario for additional revenue and earnings contribution, not a forecast.
These are your assumptions. Additional implementation and sales costs are not included.
Your scenario
—additional annual revenue —potential EBITDA contribution before additional costs Estimate licence savingsThe operating lever
Revenue grows. Your cost base need not grow at the same pace.
When shared client data, cross-selling and repeatable sales execution generate additional revenue while fixed costs rise more slowly, the gap between the two lines grows: the potential EBITDA contribution.
The starting point
Where commercial value goes untapped in daily operations.
Growth depends on individuals
Acquisition and sales work while experienced people carry everything themselves. The next growth step needs a repeatable sales process.
Synergies stay on a slide
Shared clients, offers and sales opportunities are known. Without ownership, a data foundation and an execution rhythm, they are not pursued in everyday work.
Today: separate views of figures, teams and opportunities.
Afterwards: clear ownership and a regular decision rhythm.
Why now?
Your next acquisition turns a gap into a group-wide problem.
One portfolio company can explain its own sales figures. Once another joins, leaders need to make decisions across different pipelines, client data and sales processes.
If you wait until the next planning round or an exit to put things in order, you reconstruct the journey afterwards. Agreeing definitions and ownership early makes progress visible as it happens, without forcing every company into the same mould.
Working together
From plan to practical execution.
We start with your value creation plan. Your starting point determines the scope, sequence and tools.
- Understand
Identify the value creation lever
Together with you and the portfolio company teams, we review the revenue and efficiency assumptions in the plan and identify the data missing from a reliable baseline.
- Build
Put the right lever into action
Depending on your starting point, we connect client data and reporting, unlock cross-selling opportunities or build repeatable pipeline generation.
- Manage
Make operational progress visible
You see which actions contribute to revenue and earnings, which assumptions do not hold and what the team needs to change next.
Practical starting points
Which lever fits your portfolio company?
Group-wide CRM
Make client data, pipeline and cross-selling usable across portfolio companies, with a shared foundation and clear local ownership.
Explore group-wide CRMMore efficient sales execution
Reduce manual research and repetitive work so sales teams have more time for relevant client conversations.
Explore Clay & GTM efficiencyQualified pipeline
Build repeatable outreach and clear handoffs so growth can extend beyond individual networks and short-term campaigns.
Explore pipeline generationA practical example
When even your client cannot see how the brands connect.
For a buy-and-build group, a shared view of client relationships can be the starting point for cross-selling. This example illustrates the constraint, without promising a universal result.
“Sometimes there's three labels supporting one company. Sometimes we don't even know about that. Sometimes the customer doesn't even know about that.”Is this a fit for you?
An operational task that needs execution.
This is a fit when your fund or portfolio company wants to implement a concrete commercial lever with an accountable team. If you only need a financial or transaction CRM for deal flow and investor relations, our specialism does not fit that requirement.
Read our client storiesFrequently asked questions
Do you work with the fund or a portfolio company?
Both are possible. The starting point depends on where the decision and constraint sit: within one company or in a task that connects several portfolio companies.
Does the whole portfolio need to move to the same CRM?
No. First we clarify which data and workflows need to be shared and where local differences remain useful. A group-wide CRM is one possible solution, rather than a prerequisite for every project.
What happens in the first conversation?
We discuss your starting point, the trigger and the teams involved. Then we tell you openly which lever makes sense and whether we are the right partner for it.
Which results can you promise?
We agree specific goals and measurements after reviewing your starting point. A general revenue or EBITDA promise would be unreliable without that foundation.
The next step
Estimate the opportunity. Then choose your next lever.
The licence savings calculator gives you an initial estimate. For group-wide CRM, we show you how client data and cross-selling can work across portfolio companies.