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Private equityOperating partner or value-creation lead

Your responsibility

Select an operating company and define the required financial and employee results.

Which company should be reviewed first, what is its estimated EBITDA impact, and what results are required before reviewing another company?

Book a review →Back to company requirements
When you join the reviewYou enter first to screen where the model may fit rather than assume it belongs everywhere.
What you are responsible forPortfolio value-creation owner
What must be true to advanceScale only after one operating company proves economics, adoption, controls, and local ownership.

Your decision brief

What you care about, what you need, and what can stop the decision.

Items you review

  • Consistent screening criteria
  • Company-specific EBITDA estimate
  • Written approval criteria

Information you need

  • Portfolio screening table
  • Company-specific calculation
  • Comparable result measures

Risks to resolve

  • Applying one estimate to the portfolio
  • Proceeding without local approval
  • Counting savings before reconciliation

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Portfolio fit and readiness criteria
  • Pilot-company selection and success measures
  • EBITDA bridge and stop, refine, or scale gate

Documents and outputs

  • Portfolio fit heat map
  • Pilot charter with comparable measures
  • Scale recommendation and sequencing plan

Approval criteria

  • The pilot is independently credible
  • Local leadership owns the decision
  • Measured results support the next-company thesis

Review stages

See which stages require your approval.

Highlighted stages show where you provide information, validate the work, or approve the next action.

  1. 01
    Your stage • Operating team

    Screen the portfolio

    Fit and readiness heat map

  2. 02
    Your stage • Sponsor + company leadership

    Select a pilot

    Pilot company, population, scope, and success measures

  3. 03
    Company finance + payroll

    Prove company economics

    Company-specific model and EBITDA sensitivity

  4. 04
    Company leadership + provider

    Pilot with governance

    Controlled launch, measurement, and issue log

  5. 05
    Your stage • Operating partner

    Make the scale decision

    Stop, refine, or sequence the next company

What to provide

Provide basic workforce and payroll information for candidate companies, then select one for a full review.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Portfolio-company chief executive or finance leader

What do our employees receive, what does our payroll calculation show, and who handles the work locally?View role requirements →

Portfolio-company finance or payroll lead

Can we reproduce the projected result from our employee data and operate the payroll changes cleanly?View role requirements →