Services

SMART TECH VALUE CREATION SERVICES

No company is digitally transformed at once. Instead, smart digital transformation is the sum of its digital initiatives. Each digital initiative is selected based on its potential to create organic alpha through revenue growth, margin improvement or multiple expansion. Our consulting services identify, plan and execute the digital initiatives throughout the deal cycle. We use our deep functional expertise in smart digital (AI-driven) and our proprietary value discovery process to identify untapped value invisible to other value creation methods.

OUR FIRM PROVIDES THE FOLLOWING SERVICES:

Smart Digital Diligence

Identifies the top smart digital initiatives and models the incremental valuation lift of each to incorporate into underwriting. Contributes to the Digital Investment Thesis.

Portfolio Ranking

Ranks a fund’s existing assets based on smart digital impact. Calculates an ROI for portfolio companies where smart digital can materially increase enterprise value. Contributes to the Digital Investment Thesis.

Digital Review

Analyses a portco’s current digital projects. Recommends how to improve existing projects and identifies more impactful ones by quantifying the value to be created. Contributes to the Digital Investment Thesis.

Value Planning

Delivers the smart digital investment thesis and roadmap, and then breaks them down into the value levers below and their associated initiatives to deliver them. Contributes to the Digital Transformation Plan.

Product Validation

Validates the features and revenue model with market. The voice of the customer is used to course correct planning before significant investments are made. Contributes to the Digital Transformation Plan.

Workstream Execution

Executes the software, data science and engineering development plans with internal and external resources to deliver the identified digital initiatives, as specified. Contributes to the Digital Execution Plan.

Exit Planning

Performs sell-side due diligence. Includes writing the smart digital growth narrative identifying progress, results and future digital opportunities for value creation. Contributes to the Digital Divestiture Plan.

Smart Training

Trains sponsor and portfolio company stakeholders online on the tech, business and strategy of how to use smart digital to accelerate revenue, reduce expenses and bump up the exit multiple. See ICIP training.

CASE STUDIES

What’s the digital investment thesis?

The magic behind every engagement is our Digital Investment Thesis… and it always starts with “smart”.

For each case study we can discuss:

The digital investment thesis
What we did
The value drivers employed

How smart tech was used
The return on capital employed
Future growth opportunities

Smart Mouse Trap

INDUSTRIALS

A family-owned consumer and business pest control company wanted to expand into the highly regulated commercial food production (baking) market. Manual trap monitoring and paper documentation made it too costly to enter new market.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Inventory Control

INDUSTRIALS

A sponsor-owned OEM of oil & gas equipment wanted to reduce customer downtime by having the right replacement parts available and stored at the right maintenance and repair shop – each serving a different customer region.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Remote Service

INDUSTRIALS

A sponsor-owned OEM of oil & gas equipment was losing vital service and parts business because competitors had more qualified service personnel closer to the broken OEM equipment than the OEM was.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Streetlamp

TECHNOLOGY | INFRASTRUCTURE

A founder-owned streetlamp ecommerce company selling to school and business campuses wanted to leverage a large incandescent-to-LED conversion contract to expand business by becoming the OEM of a smart lighting product line.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Factory Worker

TECHNOLOGY | MANUFACTURING

A sponsor-owned manufacturer of factory safety equipment and components wanted to improve current equipment and expand product line. Needed a vision and approach to differentiate themselves.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN EXPANSION

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Farming

TECHNOLOGY | AGRICULTURE

A venture-backed producer of vertical farms wanted to increase the competitiveness of their product and expand into adjacent markets to deliver on growth expectations. Knew data was key but didn’t know where to start.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Medical Device

TECHNOLOGY | HEALTHCARE

A venture-backed orthopedic surgery device manufacturer wanted to expand product line into additional medical devices for knee and hip replacement surgery. Needed to differentiate their product to gain traction in this competitive market.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Factory Worker

MANUFACTURING | TECHNOLOGY

A sponsor-owned manufacturer of factory safety equipment and components wanted to improve current equipment and expand product line. Needed a vision and approach to differentiate themselves.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN EXPANSION

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Predictive Maintenance

MANUFACTURING

A founder-owned software development house wanted to grow their business but had a difficult time ramping up due to lumpy and inconsistent revenue. Knew they wanted to get into data science but didn’t know how.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Factory Performance

MANUFACTURING | AEROSPACE

A sponsor-owned precision manufacturer of special purpose parts for the aerospace industry had a difficult time meeting demand. To compensate they were buying more equipment and were outsourcing business.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN EXPANSION

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Factory OEE

MANUFACTURING

A sponsored-owned manufacturer of highly engineered manufacturing equipment was receiving customer complaints for throttling, production increasing downtime and material wastage. At that time all adjustments were made by wrench.

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Streetlamp

INFRASTRUCTURE | TECHNOLOGY

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Medical Device

HEALTHCARE | TECHNOLOGY

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Factory Performance

AEROSPACE | MANUFACTURING

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN EXPANSION

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Farming

AGRICULTURE | TECHNOLOGY

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITTAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

Smart Predictive Maintenance

SOFTWARE | MANUFACTURING

VALUE DRIVERS

CUSTOMER RETENTION

MARKET SHARE EXPAN

CUSTOMER EXPANSION

PRODUCT EXPANSION

MARKET EXPANSION

PRICING OPTIMIZATION

MARGIN IMPROVEMENT

BUILD & BUY BOOSTING

DEBT MANAGEMENT

MULTIPLE EXPANSION

SMART TECH

AI & ANALYTICS

DIGITAL TWIN

INTERNET OF THINGS

SENSOR FUSION

AUGMENTED REALITY

FAQ

WORKING WITH DIGITAL OPERATING PARTNERS (DOPS)

1. How does DOPs add value?

We add value by identifying, planning and executing smart digital initiatives on behalf of our clients and providing them with a different (smart digital) perspective that results in proprietary angles to deals and unlocking value invisible to other value creation levers.

2. Who does DOPs work with?

3. What does an engagement look like?

4. What’s your process?

5. How does working with DOPs differ from working with the big consulting firms?

6. What’s Bruce Sinclair’s background?

7. What does the team look like?

8. What’s the DOPs-client interaction?

9. What’s the DOPs’ business model?

10. Where is DOPs located?

FOR MORE DETAILS ON OUR SERVICES OR TO SCHEDULE A FREE 30-MINUTE CONSULTATION …