PE Edition

    Your Portfolio Is Bleeding $XXM EBITDA
    in Hold Period Mediocrity

    (+15% EBITDA, +30% Sales Velocity, or Year 2 Free)

    We are not tech, we are outcome. Our AI-native system sits on top of Workday/Salesforce—advising on Talent Grids for exit prep, building AI coaches for merit pay/sales scoring, running quarterly forges to cut attrition and boost velocity.

    MCP pulls data for AI coaches in Slack/Teams. Read-only overlay → instant portfolio-wide enforcement.

    We Are Not Tech, We Are Outcome

    We Don't Need to Replace Your Portfolio's HR/Finance/Sales Systems. We Sit On Top — or Replace Free Later.

    WorkdaySAPLatticeSalesforceGongNetsuiteGoogle Workspace

    Read-only overlay → instant portfolio-wide enforcement. Full replacement post-Year 1 → zero cost.

    The 9 PE Performance Killers in Your Portfolio Right Now

    Every PE partner nods—it's why exits drag and multiples suffer.

    For PE Partners / CEOs

    No single truth on portfolio talent—anecdotes delay exits
    Top 10% gets <25% bonus pool while bottom rides along
    Promotion/pay feels political, not merit-based—mediocrity stays

    For Portfolio Managers

    Performance admin eats weeks pre-close
    73% untrained on comp talks—fear delays hard decisions
    Documentation gaps risk lawsuits in exits

    For Portfolio Employees

    Zero clarity on "what gets me paid in hold period?"
    Feedback vague/late—talent flees pre-exit
    Rating → money → career link invisible—motivation tanks

    Annual cost per 1,500-employee portfolio company: $25–60M in EBITDA leak

    Multiply by your hold period.

    Most PE firms know. Few enforce before the exit crunch.

    The 7 Products That Forge PE Outcomes

    Delivered as managed service with AI-native app—we advise, build, run. Deep dives into financial management (EBITDA-linked rewards) and sales (AI velocity scoring).

    PE Dashboard

    Monthly scorecard: % high performers, attrition trend, reward ratio, exit-readiness score. AI pulls Netsuite/Salesforce for real-time.

    Reward Forge Engine

    AI agents draft Talent Grid from payroll—enforce "top 10% gets 40% pool" for sales/EBITDA lift. Signed by Comp Committee.

    Goal Cascade Forge

    AI from strategy docs builds OKRs by role—financial/sales KPIs auto-linked. Run sessions across portfolio.

    Manager Anvil (Zero Admin)

    AI chat in Slack coaches comp talks, auto-agendas from Gong. Financial/sales deep dives: "How to tie bonuses to ARR."

    Mandatory Certification

    4h bootcamp + AI in-platform cert. PE-tailored: "Exit-Ready Sales Coaching."

    Transparent Career Forge

    AI-built leveling from role profiles + pay bands. Sales/financial paths: "From AE to CRO in hold period."

    Quarterly Forge Cycles

    We run nudges/calibrations/letters—AI recordings cut time 50%. Deep sales/EBITDA calibration for portfolio exits.

    PE ROI Calculator

    Calculate your portfolio's waste and projected exit lift

    Investment & Guarantees

    Miss Any One Guarantee and We Work Year 2 for Free

    100-Day Launch

    $12–$15
    per employee (one-time)
    Example: 1,500 ee = $18k–$22k
    Portfolio discount: 20% off
    • Advise: AI-draft Talent Framework
    • Build: Integrate HR/Finance/Sales, AI OKRs/Career Paths
    • Run: First cycle completed

    Performance-as-a-Service

    $22–$32
    per employee/month
    Multi-portfolio pricing: $15–$25/ee
    Cancel after month 12
    • Run forever: AI coaches, quarterly forges
    • Financial/Sales deep dives: EBITDA-linked, velocity scoring

    *50% on sign, 50% post-Day 100. Sit on top—no rip.*

    Miss Any = Year 2 Free

    +15% EBITDA

    (financial deep dive)

    +30% Sales Velocity

    (sales deep dive)

    -40% Regretful Attrition

    95% Manager Cert + 92% Cycle

    Expected Outcomes

    EBITDA Improvement+15 pts
    Before
    0%
    After
    15%
    Sales Velocity+30 pts
    Before
    0%
    After
    30%
    Regretful Attrition-40 pts
    Before
    100%
    After
    60%
    Manager Certification+68 pts
    Before
    27%
    After
    95%

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    Preview PDF or email immediately. No spam.

    Fixed your portfolio? Forge performance across all companies.