The Revenue Engine Method · Deal & portfolio

PE Value Creation & Diligence

Private equity firms and their portfolio companies, before the deal and after close.

Diligence in weeks; value creation over the hold

Scope

  • Commercial diligence on pipeline, pricing and team
  • Post-close 100-day commercial plan
  • Pricing governance, deal desk and approval paths
  • Interim commercial leadership across portfolio companies

Outputs

  • Commercial diligence memo
  • 100-day GTM plan tied to the investment thesis
  • Controls that protect margin as revenue grows
  • Leadership assessment and hiring plan

How it maps to the method

Operating rhythm: measure, re-gate, repeat01Diagnose02Design03Build04Govern05Scale
Five phases, each with an exit gate. Scale feeds back into the next diagnosis.

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