Value Creation Diagnostic

For PE sponsors and operating partners

Value creation execution systems for PE-backed companies

We build the data foundations and automation that management teams need to carry out the value creation plan inside the hold period, and we staff the work with senior specialists.

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Leading the portfolio company yourself? Read the management-team view

Video: how Proactive Logic works with private equity sponsors on technology execution.

Where plans stall

Plans name the right themes but rarely the workstreams under them

Most value creation plans name the right themes, from margin improvement and integration to tech debt and AI. The hard part is turning each theme into a workstream that holds up through board cycles and inside the systems the company already runs.

We add execution capacity for the sponsor and the management team. We do not replace the judgment of the sponsor, operating partner, or management team.

Board-cycle visibility gaps
Sponsor and management are reading different versions of the KPI story at each board cycle.
Manual workflow drag
Finance and operations still run on spreadsheets and exception queues, and reporting gets rebuilt by hand each cycle.
Integration and modernization debt
Add-ons and carve-outs land on legacy systems with disconnected data, which slows the value creation plan.

What we build

The execution levers we build around

Each lever starts from a specific constraint, such as a workflow that lives in spreadsheets or a board report nobody fully trusts.

  • Data & KPI Visibility

    Integrate fragmented source systems into trusted reporting so operators get a board-ready view of the metrics that matter.

  • AI Workflow Automation

    Find the manual workflows where AI and automation, with human review built in, remove work instead of adding another pilot.

  • Operational Efficiency

    Sequence efficiency work against the hold-period clock, from automation and cloud discipline to reporting and integration.

  • Transaction Services

    Turn diligence findings and post-close risks, including data-room gaps, into Day-1 and 100-day execution workstreams.

  • Application Modernization

    Modernize fragile systems and legacy workflows in practical phases so reporting and integration work can move.

  • Flex Senior Tech Capacity

    Add fractional CTO or CAIO leadership and senior specialists around the workstream without permanent headcount.

How an engagement runs

How we turn the plan into execution

We scope from the pressure on the business. The first question is what the sponsor and management team need to move next.

  1. Diagnose the workstream

    Start from the pressure in front of you, often a KPI gap or a transaction trigger, and pick the first workstream worth executing.

  2. Scope it so it can be built

    Convert broad goals into named workflows with owners and data sources, plus the dependencies and decisions the build has to respect.

  3. Deploy senior specialists

    Put senior specialists on the actual constraint. The work sets the mix of skills.

  4. Report through the existing cadence

    Give each workflow a named owner and report progress in the sponsor's existing management cadence.

Best fit

Who usually brings us in

  • Operating partners and value creation leads translating fund-level plans into portco execution.
  • PE-backed CEOs, CFOs and COOs under sponsor pressure to improve margin and visibility.
  • Deal partners and principals who need diligence findings to become Day-1 and 100-day operating work.
  • Portco technology and data leaders who own the systems and reporting the plan depends on.

Why Proactive Logic

What sponsors get from the firm

  • PE pattern recognition from 200+ M&A and deal advisory situations.
  • A curated bench of senior specialists covering each lever on this page.
  • Execution capacity that strengthens sponsor and management-team judgment instead of replacing it.
  • Implementation work tied to named workflows and the people who own them.

We sit between strategy advisory and staff augmentation: senior technical people assigned to the workstream that matters to the plan.

Keep going

Field guides

Sprints

Data and decisions

Running a portfolio company rather than the fund? Portfolio Company Value Creation

Start with one constraint

Bring the plan and the constraint that is holding it up

In a diagnostic conversation, we will help identify the first workstream worth turning into buildable scope.

Request a Value Creation Diagnostic Other ways to reach us