Solutions for Search Fund Investors’ Portfolio Operations Teams
Overview
WHIZDOM works with Search Fund Investors’ 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:
- Search Fund Investors that have Portfolio Operations Teams; and
- Search Fund Investors who may not have Portfolio Operations Teams
In the latter case, WHIZDOM helps Search Fund Investors 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 Search Fund Investors 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 Search Fund Investor backed a Search Fund Entrepreneur (along with several other investors) who successfully acquired a B2B Company. The Entrepreneur, now the Company’s CEO, informed the Search Fund Investor that they faced a significant business challenge: The Company’s projections show they it is unlikely they will be able to meet their target annual revenue forecast.
Solution: The Search Fund Investor’s Portfolio Operations Partner retained WHIZDOM to conduct a deep dive with the Company’s most-valued Business Customers towards a goal of better understanding the situation.
Result: The Search Fund Investor’s Portfolio Operations Partner was able to mentor the CEO of the portfolio company to address a problem the Company did not know about.
It turns out that Customer churn and non-renewals had increased over the past two years because many of the Company’s Business Customers needed solutions that had different capabilities than those currently offered by the Company.
From the information contained in WHIZDOM’s Business Customer Intelligence Report the Search Fund Investor’s Portfolio Operations Partner was able to guide the CEO to:
- Obtain insights to better understand why the Company may have lost some of their Business Customers and the likelihood of other Customers switching to competitors’ offerings in the future
- Improve the product roadmap so the Company’s solutions would meet with the future needs of their Business Customers
- Prioritize the scheduling and release of new capabilities for the Company’s solutions to provide more value to their Business Customers
Unexpected Bonus… The Company was able to acquire new Business Customers when they released their updated solutions since they now offered much more value than the ones the Company’s competitors offered.