Identifiable before they reach a board update.
6 of 7 senior hires left within 12 months. The leader responsible was eventually held accountable for the project. Nobody was held accountable for the people. The warning signs sat in plain view for 9 months before anyone outside the team saw them.
That portfolio company had passed diligence. The org chart looked right. The leadership team looked capable. None of it predicted what was actually happening inside the product organization.
"We did the diligence. Nobody told us this would be the bottleneck."
"The leadership team looks capable. Execution still isn't happening."
"We keep missing the same milestones for different stated reasons."
"Something is off in this portfolio company and I cannot point to where it lives."
Every one of these is a Reason Reveal moment. Identifiable, attributable, and priceable before it reaches a board update.
The EBITDA Diagnostic is a forensic evaluation of the structural, behavioral, and cultural conditions determining whether a portfolio company's product organization can execute the value creation plan. Every finding is attributed to its source, priced in EBITDA terms, and validated with the portfolio company's CFO.
Technology due diligence examines systems. Financial and commercial due diligence, the work you already do well, examines deal structure and numbers. The EBITDA Diagnostic evaluates the layer underneath both.
The CP you placed is 6 months in and still can't explain why execution is lagging. This is the next conversation.
Diligence covered financials and legal. This is the layer your scope was never built to reach.
You can see the numbers slipping from inside. This explains why, in terms leadership will act on.
A governance dispute keeps resurfacing in different forms. This identifies whether it's structural.
Start the conversation