Private Equity Growth Partner

Context
A mid-market private equity firm was scaling its portfolio but lacked cohesion between investment partners and operating executives. Processes were ad-hoc, materials were inconsistent, and reporting cycles were slow. The leadership team recognized the need for operational discipline to support faster, more confident decision-making.

Approach
I embedded directly with senior leadership to diagnose communication gaps and decision bottlenecks. Together, we designed a strategy and execution playbook that standardized governance, portfolio reviews, and board communication. I facilitated alignment workshops to establish shared accountability and built new investor materials — including executive one-pagers and pitch decks for portfolio companies - that reflected the firm’s strategic rhythm.

Outcome

• Reduced board preparation time by 40%

• Established unified templates for investment updates and portfolio reporting

• Improved visibility across portfolio performance and operating priorities

• Enabled partners to communicate strategy with clarity and speed