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/6.0 Private equity

One platform.
Every portfolio company.

A repeatable value-creation playbook for operating partners: a data foundation at each company, tools that travel across the portfolio, and one view of what is working.

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/6.1 The playbook

Built once. Proven. Then repeated.

/0.1LimestoneAt every companyEach portfolio company gets its own client-owned data foundation — the first thing built, and the thing everything else depends on.
/0.2AshlarPatterns that travelA collections or scheduling tool proven at one company is adapted for the next, not rebuilt from scratch.
/0.3KeystoneWhere value compoundsOrchestration across functions — cash, capacity, customers — so gains compound across the company instead of stalling in one department.
/0.4PlumbGovernance the board trustsEvery agent tested, versioned and logged — with a person approving every consequential action.
/0.5LanternFor the fundConsistent measures across companies, so operating partners see what is working and where.
/6.2 Why it fits

Right-sized for the lower middle market.

/01

No data team required

Most lower-middle-market companies don't have one. The foundation and the stewardship come with the engagement.

/02

Operators, not career consultants

We have run businesses. We build around how the work actually gets done.

/03

Measured in the GL

Every claimed dollar is measured against a baseline agreed with finance — not asserted in a slide.

/04

Faster at every new platform

The foundation pattern is already proven, so new platforms and add-ons start further along.

/05

Owned by the company

Everything lives in the company's accounts. The system stays with the business.

/06

One partner across the portfolio

Lessons from one company become the starting point for the next.

Start here

Lay the foundation. Then build what matters.

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