PE board meeting
Private Equity

The investment thesis looks right. The operating model is the risk. We fix it before it costs you EBITDA.

We work with PE-backed businesses that need senior operational expertise fast - 100-day diagnostics, value creation delivery, and clean exit preparation at target multiple.

We take on a limited number of engagements each quarter.

Where PE-backed businesses feel the pressure

No operational baseline in the first 100 days

A value creation plan cannot be governed without an accurate baseline of process, technology, and reporting maturity. Most portfolio companies don't have one - and building it quickly, without disrupting the business, requires a different capability than the fund can typically provide.

Add-on integration creating system and reporting chaos

Bolt-on acquisitions that made strategic sense on paper become operational headaches when incompatible systems, duplicate processes, and inconsistent data have to be resolved under time pressure. Without dedicated governance, integration stalls and the combined entity underperforms.

Board and fund reporting not at the required standard

When the portfolio company cannot produce reliable KPI packs, covenant reporting, or board-level MI, fund confidence erodes. The root cause is almost always process and system, not a finance team capability issue - and it needs to be addressed at that level.

ERP or finance stack replacement mid-hold

System upgrades or replacements initiated to support the value creation plan carry significant execution risk. Without independent programme governance, these projects drift, consume management attention, and frequently miss the delivery window the fund needs.

Exit preparation - systems and data not investor-ready

Buyers discount or walk away from businesses where operational data cannot be interrogated with confidence. Getting systems, reporting, and process documentation to due diligence standard in the 12–24 months before exit is a programme in its own right.

Value creation milestones slipping without a clear cause

When the value creation plan shows execution strain - targets missed, programmes delayed, management stretched - the gap between strategic intent and operational delivery needs an independent diagnosis before further investment is committed.

What an engagement looks like for PE-backed portfolios

Most PE engagements begin with the 100-day Health Check - a fixed-scope diagnostic across process, technology, and programme that gives the operating partner and portfolio CEO a risk-rated view of where the operational infrastructure is fragile relative to the value creation plan.

From there, engagements typically cover one or more of: programme governance across a system change or integration, fractional transformation leadership embedded into the portfolio company, or exit readiness preparation scoped to the buyer due diligence standard.

Assured Velocity operates at the level of the operating partner and portfolio CEO - providing the execution coordination and independent assurance that sits between the fund's strategic intent and the management team's delivery capability.

"We needed someone who could run between the fund and the portfolio company without being conflated with either. Assured Velocity occupied exactly that position."

Operating Partner, PE-backed buy-out
PE portfolio advisory session

Objections we hear - and how we address them

"We have an internal transformation team."

Internal teams are typically close to the problem and accountable to the management hierarchy. Assured Velocity provides independent coordination across the pieces your team is juggling - programme governance, system selection, integration sequencing - without creating a political layer inside the business.

"We're already using Big 4 for strategy."

Strategy firms identify the plan. Assured Velocity executes between the plan and the delivery - the gap where Big 4 typically leave the room. The work is hands-on, operationally embedded, and accountable to outcomes rather than deliverables.

Ready to get an independent view of the portfolio?

Start with a 30-minute call to confirm fit and agree what a useful first step looks like - whether that is a 100-day health check, a programme governance wrap, or exit readiness preparation.

Not sure yet? Read a case study instead →

How we help private equity businesses

Not sure where to start?

All three entry points are free and take under an hour. Each gives you something useful regardless of what comes next.

Free · Instant

Velocity Readiness Survey

See exactly where the drag is before spending anything. Personalised scorecard and top 3 profit constraints.

Free · 30-45 min

Constraints Briefing

A senior consultant turns your survey results into a clear next step. Live debrief, peer comparison, profit scenarios.

Free · Short call

Engagement Call

12 structured questions. Clear recommendation on the right service path. No hard sell.

What clients say

What clients say.

“The operational due diligence found three issues that would have hit the value creation plan in the first year. We renegotiated the price.”

Operating Partner · Mid-market PE fund

“The 100-day review gave the portfolio company and the fund a shared view of what needed to happen and who owned it. Invaluable.”

COO · PE-backed services business

“Integration was stalling six weeks post-close. Assured Velocity reset the governance and got us back on the value creation plan.”

CFO · PE-backed business

“They gave us an independent view of the target's operating model before we committed. The findings changed how we structured the deal.”

Director · Lower mid-market PE fund

“Exit preparation had been treated as a finance exercise. The operational readiness review found gaps that would have surfaced in due diligence.”

Investment Director · Mid-market PE fund

“Senior, independent, and with genuine portfolio company experience. They embedded at pace and gave the fund the visibility it needed.”

Partner · Growth equity fund

“The operational due diligence found three issues that would have hit the value creation plan in the first year. We renegotiated the price.”

Operating Partner · Mid-market PE fund

“The 100-day review gave the portfolio company and the fund a shared view of what needed to happen and who owned it. Invaluable.”

COO · PE-backed services business

“Integration was stalling six weeks post-close. Assured Velocity reset the governance and got us back on the value creation plan.”

CFO · PE-backed business

“They gave us an independent view of the target's operating model before we committed. The findings changed how we structured the deal.”

Director · Lower mid-market PE fund

“Exit preparation had been treated as a finance exercise. The operational readiness review found gaps that would have surfaced in due diligence.”

Investment Director · Mid-market PE fund

“Senior, independent, and with genuine portfolio company experience. They embedded at pace and gave the fund the visibility it needed.”

Partner · Growth equity fund
Diagnostics

Where do you start with Private Equity?

The right diagnostic depends on where you are in the investment cycle - early risk scan, value creation baseline, or exit preparation.

Level 2 · From £2k

Executive Discovery Scan

1-2 days. For PE Operating Partners who need a fast independent operational read on a portfolio company before the 100-day plan is locked.

Learn more →
Level 5 · £8k–£12k

Multi-Function Diagnostic

14-21 days. For post-acquisition integration or value creation baseline across 3-4 operational areas. The most common PE entry diagnostic.

Learn more →
Level 6 · £12k–£20k

Company-Wide Diagnostic

21-28 days. Whole-business baseline. The right starting point before a major transformation programme or exit preparation.

Learn more →
All engagements are led by senior practitioners - not junior teams.