There is a pattern that fund partners see from every board seat. The company is performing. The science is working. The partnerships are landing. And something is persistently, quietly wrong. Not wrong enough to be a crisis. But wrong enough to be costing the portfolio returns it cannot afford to lose.
The commercial model lives in the founder's head. The governance framework for the most important partnership was never built. Every person on the team is already at capacity managing what exists. The founder who should be thinking about the next stage is caught inside the current one. The fund can see all of this from the board seat. It cannot build the architecture the company needs from the board seat.
That is where we work.
We map the portfolio against the operational inflection — identifying which companies are approaching it, which are inside it, and what the specific gaps are in each case. We produce a monthly intelligence briefing. We work directly with the companies that need it most. The fund partner gains a systematic view of where the operational gaps are concentrated and a methodology that closes them — at a depth that board-level support alone cannot reach.
The entry point. One week across the portfolio. Every company evaluated against the operational inflection. The most acute gaps identified. The companies ready for deeper work named. The recommended engagement sequence for the next twelve months produced. If the partnership continues, this fee is deducted from the first year.
£50,000
The standing relationship. Continuous monitoring across the full portfolio. Monthly intelligence briefing. Quarterly inflection mapping. Early identification of companies approaching the operational inflection before it becomes expensive. Operational due diligence support on new investments. The fund partner always knows where the pressure is building — and what to do about it.
£600,000/year
For portfolio companies ready for deeper work. One dedicated day per week building the specific operational architecture identified in the Fund Diagnostic. The company gets the architecture built. The fund partner gets the intelligence that sits between the company work and the portfolio view — reported back each month. Discounted within the partnership.
£20,000/month per company
For companies that need the full operational function delivered externally while building toward a permanent operational hire. All seven layers across twelve months. Team-delivered. Identified through the diagnostic, agreed in advance.
£50,000/month
Working with a small number of fund partners at a time. The Fund Diagnostic is the entry point. Everything else follows from what it finds.
If this describes your portfolio, get in touch.
Get in touch