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Solutions for Independent Sponsors That Invest in B2B Companies

Independent Sponsors

WHIZDOM serves Independent Sponsors throughout the investment lifecycle.

Acquiring Additional B2B Companies

WHIZDOM provides B2B Customer Due Diligence to Independent Sponsors for B2B Company acquisitions.

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Solution for Acquirers

Growing B2B Portfolio Companies

Independent Sponsors refer WHIZDOM to the B2B Companies in their portfolios to obtain feedback and perspectives from 1-on-1 discussions with Business Customers (including information the Companies may not know about their own Customers).

In addition, from aggregating discussion responses WHIZDOM:

• Determines consensus

• Provides analyses

• Identifies patterns and trends

• Ideates recommendations, priorities, strategies and more

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Solution for CEOs/Business Owners

Portfolio Operation Teams

WHIZDOM works with Independent Sponsors that mentor, advise and partner with the management teams of the B2B Companies in their investment portfolio.

Examples include:
• Formal Portfolio Operation Teams
• Ad hoc Operating Teams comprising advisors, functional experts, others
• Internal Company resources (i.e., Principals, Directors, Operating Partners, Associates)

WHIZDOM believes it is a B2B Company’s Business Customers who will be the most important resource for decision making that will lead to a Company’s future success.

Examples of such decision making may include growth initiatives, staying ahead of competitors, business strategy and product roadmap development, priorities and future M&A initiatives.

Independent Sponsors turn to WHIZDOM when they want to obtain valuable information from a Company’s Business Customers.

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Solution for Independent Sponsors’ Portfolio Operations Teams