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Private equityPortfolio-company chief executive or finance leader

Your responsibility

Review The Plan using your company data and retain local approval authority.

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

Book a review →Back to company requirements
When you join the reviewYou enter before pilot selection is final so company facts, not portfolio assumptions, shape the case.
What you are responsible forLocal operating-company decision owner
What must be true to advanceProceed only when the idea fits your workforce, systems, priorities, and local accountability model.

Your decision brief

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

Items you review

  • Company-specific calculation
  • Employee communication
  • Local approval and ownership

Information you need

  • Standalone company review
  • Sponsor and company responsibility list
  • Implementation plan

Risks to resolve

  • Sponsor assumptions replacing company data
  • No local approval
  • Unassigned local work

Review meeting

Agenda, documents, and approval criteria.

Agenda

  • Local workforce problem and timing
  • Company-specific economics and operating effort
  • Sponsor, company, provider, and advisor responsibilities

Documents and outputs

  • Standalone company decision case
  • Local implementation and support plan
  • Sponsor-versus-company responsibility map

Approval criteria

  • Local facts validate the opportunity
  • The employee case is credible
  • The company controls launch readiness

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
    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
    Your stage • Company leadership + provider

    Pilot with governance

    Controlled launch, measurement, and issue log

  5. 05
    Operating partner

    Make the scale decision

    Stop, refine, or sequence the next company

What to provide

Complete a separate company review before including the estimate in a portfolio calculation.

Schedule the employer review ↗

Other reviewers

See the requirements assigned to other roles.

Operating partner or value-creation lead

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