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Solutions for PE Firms’ Portfolio Operations Teams

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Overview

WHIZDOM works with PE Firms’ Portfolio Operations Teams that offer ongoing hands-on support to the management teams of the B2B Companies in their portfolios.

WHIZDOM provides many benefits by providing their Portfolio Operations Teams with valuable information by conducting deep dive discussions with a Company’s Business Customers’ business leaders.

WHIZDOM works with:

  • PE Firms that have Portfolio Operations Teams; and
  • PE Firms who may not have Portfolio Operations Teams

In the latter case, WHIZDOM helps PE Firms develop ad hoc, virtual, Portfolio Operations Teams to better serve the needs of their B2B portfolio companies and improve their own bottom line.

Deliverable

WHIZDOM provides PE Firms with Business Customer Intelligence Reports that generally comprise:

  • Individual Business Customer Findings
  • Aggregate Business Customer Findings
  • Patterns and Trends Identification
  • WHIZDOM’s Analyses, Insights and Recommendations

Sample Scenario

Problem: A B2B Company in a PE Firm’s portfolio has an upcoming annual board meeting where a topic to be discussed with the Company’s management team involves the Company failing to meet its revenue target and concern about increased churn.

Solution: The PE Firm’s Portfolio Operations Team retains WHIZDOM to conduct a deep dive with the Company’s most-valued Business Customers.

Result: WHIZDOM’s investigation into the relationship between the Company and its Business Customers reveals that several Customers may switch to competitors in the future as they have decided that the Company is not evolving its products or services in ways that will meet their future needs. WHIZDOM’s insight is that this might, at least in part, explain why the Company lost several large Customers over the past year to the Company’s competitors.

Armed with the Business Customer Intelligence Report provided by WHIZDOM the conversation between the Portfolio Operations Team and the Company’s management team at the annual board meeting includes a discussion about WHIZDOM’s recommendation for the Company to consider a specific type of add-on acquisition which could provide myriad benefits:

  • Generate new revenue streams from a new group of Business Customers; and

  • Accelerate the Company’s timetable to provide its current Business Customers with additional capabilities to remain competitive in the market; and

  • Sell its current products and services to a new group of Business Customers

The Portfolio Operations Team invited Ivy Millman, WHIZDOM’s CEO, to also attend the board meeting as a Subject Matter Expert. The Board benefited from Ivy’s firsthand knowledge about the Company’s Business Customers including their Customers’ future plans. They also appreciated Ivy sharing her insights and recommendations based on her business experience working with numerous B2B companies throughout her career.