SOLUTIONS - FOR PRIVATE EQUITY & INVESTORS
Retention rate is not the same as revenue durability.
Buyer equity auditing shows you which of your portfolio companies have revenue streams that are genuinely durable and compounding vs. which are one move away from churn.
A 15-minute briefing on how to identify durable + compounding revenue in your portfolio companies and investment prospects
Imagine seeing each of your portfolio companies' portfolio of customers!
Helping a portfolio company grow? Know which of their customers are open to expansion and which are at renewal risk - by name - identify renewal issues in time to prevent loss.
Considering an investment? See if the company's revenue is truly durable + compounding; identify which customers you want to speak with - both retention risks and growth buyers
THE INVESTMENT FRAME
Revenue durability & compounding as a valuation input.
Retention % → tenure → exit multiple
A portfolio company that retains Trusted Advisor buyers has a different compounding curve than one retaining Transactional buyers. The exit multiple reflects it.
Buyer equity auditing
Run a buyer equity audit on a portfolio company's strategic accounts as part of operational review or pre-close diligence.
Operating partner briefing
Language for talking about account health that goes beyond NPS and churn rate — backed by buyer-level data.
NEXT STEP
20-minute operating partner briefing.
Structured around your portfolio companies. Walk through the buyer equity audit model.