Built for Post-Acquisition Integration
Leadership teams need to form quickly. Shared frameworks accelerate trust, role clarity, and execution.
Leadership Infrastructure for Scale.
When portfolio growth demands leadership systems that can deploy and hold.
You have invested in strong companies with solid fundamentals. Growth is underway. Value creation plans are clear. And still, leadership becomes the constraint.
Across the portfolio, a familiar pattern emerges. Leadership teams are expected to scale quickly, often without the infrastructure to support consistent alignment, decision making, and execution. Culture fragments. Communication breaks down. Founders and CEOs become bottlenecks as complexity increases.
This work provides leadership infrastructure that can be deployed across portfolio companies. By strengthening how leaders align, decide, and operate together, growth becomes faster, more predictable, and less dependent on individual heroics.
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Leadership Does Not Scale
Without Infrastructure.
Most portfolio companies do not struggle because of strategy, talent, or intent. They struggle because leadership systems remain informal while complexity accelerates.
Hiring bespoke consultants company by company creates inconsistency. Operating partners spend time translating frameworks instead of enabling execution. Founders and CEOs become bottlenecks as expectations rise faster than leadership infrastructure.
What is required at this stage is not more advice. It is a repeatable operating layer for leadership that can be deployed across companies, adapted to context, and sustained through growth.
This work provides that infrastructure.
How We Work with Portfolio Companies
Portfolio-wide leadership infrastructure creates:
01
Consistency
Same frameworks, language, and tools across companies
02
Scalability
Proven systems that accelerate leadership and culture development
03
ROI
Faster integration, stronger retention, durable performance
What Makes This Different
01
Repeatable, Not Bespoke
Consistent frameworks across your portfolio, with company-specific customization
02
Infrastructure, Not Consulting
You get working tools, templates, and systems, not just recommendations
03
Scalable Deployment
Can work with multiple companies simultaneously, with portfolio-wide coordination
04
Proven in PE / VC Contexts
Designed for rapid integration, scaling challenges, and high-performance expectations
Portfolio-Wide Solutions
These offerings can be deployed individually or as part of a coordinated, portfolio-wide leadership infrastructure.
ALIGN OS™ for Portfolio Companies
Standardized leadership operating system that can be deployed across portfolio companies with company-specific customization.
Timeline: 12–16 weeks per company, with portfolio-wide coordinationWhat each company gets
- Leadership effectiveness diagnostic
- Operating cadences (1:1s, staff meetings, cross-functional syncs)
- Decision frameworks and escalation protocols
- Communication rituals
- Onboarding playbooks
- Manager training and toolkits
Portfolio-level benefits
- Consistent leadership language across companies
- Accelerated post-acquisition integration
- Reduced reliance on founder/CEO bottlenecks
- Stronger retention during growth phases
Culture-by-Design for Portfolio Companies
Structured process to define values, translate them into behaviors, and build culture artifacts and rituals.
Timeline: 12–16 weeks per companyWhat each company gets
- Values clarification (or refinement)
- Behavior matrix (what each value looks like in action)
- Culture handbook
- Onboarding rituals
- Interview guides for culture screening
- Recognition practices
- Feedback loops
Portfolio-level benefits
- Stronger culture retention during scale
- Reduced “culture debt” post-acquisition
- Faster onboarding and integration
- Higher employee engagement scores
Cohesion Lab for Leadership Teams
1–2 day intensive + 6-week implementation runway to build trust, clarify roles, and establish team agreements.
Timeline: 8–10 weeks per team (intensive + implementation)What each company gets
- Team dynamics diagnostic
- Trust-building and conflict resolution
- Role clarity (RACI mapping)
- Communication protocols
- Team charter
Portfolio-level benefits
- Faster leadership team formation post-acquisition
- Reduced interpersonal friction
- Accelerated strategic execution
Founder / CEO Capacity Building
Individual coaching or ALIGN Within™ program focused on building resilient, sustainable leadership.
Timeline: 6–12 weeks per leaderWhat each company gets
- Capacity diagnostics
- Regulation and decision hygiene frameworks
- Sustainable pacing practices
- Strategic thought partnership
Portfolio-level benefits
- Reduced founder/CEO burnout
- Better strategic clarity
- Stronger leadership modeling
- Reduced organizational bottlenecks
Engagement Models
A
Single Company Engagement
Work with one portfolio company to establish leadership infrastructure that can later be scaled across the portfolio.
B
Portfolio Retainer
An ongoing partnership supporting multiple companies with consistent frameworks, shared language, and coordinated deployment.
C
Cohort Model
Bring together leaders from multiple portfolio companies for shared training (e.g., Communication Mastery workshop for all portfolio company leadership teams).
Why This Works for PE and VC
Designed for Rapid Scale
As companies move from 30 to 150 people, informal practices break down. Leadership infrastructure prevents chaos.
Protects Culture During Growth
What made the company special early on becomes invisible without design. Culture by Design makes it durable.
Reduces Founder Dependency
Leadership systems distribute clarity and decision-making, reducing reliance on individual leaders.
Enables Cross-Portfolio Consistency
Operating partners gain a common language across companies, reducing friction and increasing leverage.
Common Questions
Do you work with individual companies or the fund?
Can you handle multiple companies simultaneously?
What's the operating partner's role?
How do you ensure consistency across companies?
What if companies are at different stages?
Do you provide portfolio-level reporting?
Ready to strengthen your portfolio?
If you're a PE/VC fund looking to provide consistent leadership and culture enablement across your portfolio, let's start with a conversation.
No pressure, no pitch. Just a space to think clearly about what your portfolio companies need most.
Start With a Conversation