Services Offered
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 that comprise smart digital transformation.
CONSULTING SERVICES
We use our deep functional expertise in “smart” digital and our proprietary and standardized value discovery process to identify untapped value invisible to other value creation methods. Think of smart digital transformation as a new value lever. Our services span sourcing, diligence, ownership and exit, and are self-contained and turnkey, requiring only points of contact in the PE firm and portfolio company. No matter where you are in your deal or fund lifecycle, we can help by acting as your firm’s external digital operating partner. Examples of our consulting services include:
- Portfolio Ranking (1). Ranks a fund’s existing assets based on potential digital impact. Grades the portfolio companies where digital can materially increase enterprise value. Contributes to the Digital Investment Thesis.
- Company Scoring (2). Identifies and appraises the digital upside of an asset. Produces a high-level list of the company’s top digital initiatives and its overall digitalization score. Contributes to the Digital Investment Thesis.
- Thesis Support (3). Investigates how digital can support and improve the investment thesis of an asset. Produces a list of supportive digital initiatives for each non-digital investment strategy. Contributes to the Digital Investment Thesis.
- Digital Review (4). Analyses a portco’s current digital projects. Recommends how to improve existing projects and/or identifies more impactful ones. Contributes to the Digital Investment Thesis.
- Growth Planning (5). Outlines the digital value creation roadmap for the first 100 days and first year. Identifies everything from quick wins to industry-disrupting opportunities and then plans the underlying digital initiatives. Contributes to the Digital Transformation Plan which can be incorporated into the portfolio company’s overall growth plan.
- Product Validation (6). Validates the digital initiatives’ features and revenue model with customers/prospects. Results in a voice of the customer report used to course correct. Contributes to the Digital Transformation Plan.
- Workstream Execution (7). Delivers development plans for software, data science and engineering. Produces workstreams that meet the requirements of the digital initiatives within the Digital Transformation Plan. Workstreams are managed and executed by internal and external teams so can include assessing internal digital resources, building out internal teams and hiring third-party technical service providers. Contributes to the Digital Execution Plan.
- Exit Planning (8). Performs sell side due diligence. Includes writing a compelling digital growth narrative to help justify a premium multiple by identifying future digital opportunities for value creation. Contributes to the Digital Exit Plan.
ADVISORY SERVICES
Needs differ so ask about our advisory services that are offered on an ongoing basis.
TAKE THE QUIZ!
The very first step in using smart digital for value creation is selecting the right portfolio company. Grade your investment by answering five questions or less to see how good a candidate it is for a smart digital transformation. This grade indicates the potential for smart digital value creation but each company must develop its digital investment thesis to more fully quantify its true potential.
QUESTIONS & GRADE:
GRADE EXPLAINED:
A : No brainer. High digital ROI potential
B : Well suited. Above average digital ROI potential
C : Average fit. Average digital ROI potential
D : Not a good fit. Below average digital ROI potential
F : Worst fit. Low digital ROI potential
To discuss the company’s grade or for a more thorough evaluation:
FOR MORE DETAILS ON OUR SERVICES OR TO SCHEDULE A FREE 30-MINUTE CONSULTATION …
