Every holding reports differently
Pipeline, forecast and order intake mean something different in every company. Comparison across the portfolio is a comparison of definitions, not of results.
Company size · Investors & holdings
Make operational levers in holdings visible.
Anyone supporting several companies needs comparable views: the same KPI definitions, the same questions for the pipeline, the same prioritization. We work hands-on in the portfolio company – not as a broker, not as an investment advisor.
Analyze my shop
Initial consultation – we start with one holding and a comparable metrics view.
How you'll notice
Three problems when looking across several holdings
The bottleneck is known but not addressed operationally
Reporting shows that sales is stalling. What is missing in the company’s daily work – leadership, qualification, CRM discipline – can’t be seen from outside.
Prioritization happens in each holding separately
Every management team optimizes locally. Which measure would have the biggest leverage across the portfolio remains open.
How we proceed
From comparable metrics to operational measures
Example process. We start with one holding and expand once the view holds up.
- 01
Standardize KPI definitions
What is a qualified opportunity, when does an order count as won, how is forecast calculated? Shared definitions for the portfolio.
- 02
Name the growth bottleneck per holding
With the standardized numbers it becomes visible whether the issue lies in demand, qualification, closing or inventory.
- 03
Operational improvement in the company
Not at portfolio level, but in the company’s daily work: pipeline review, CRM structure, sales management, cash flow overview.
- 04
Prioritize together
With management and holding leads, we set which measure comes first – and what gets deferred.
What you hold in your hands
Comparability and operational impact
KPI definition sheet
Shared definitions for pipeline, forecast and order intake – transferable to further holdings.
Bottleneck finding per holding
Where growth stalls operationally, with reasoning from the company’s own data.
Action plan with priorities
Which existing service is used where, in what order and with which owner in the company.
Scope
Hands-on support. Not investment brokerage.
We work on sales, processes and transparency in the portfolio company. We don’t broker holdings, give no investment recommendations and guarantee no due diligence outcomes.
- No investment brokerage or investment advice
- No due diligence guarantee or valuation statement
- No statements on returns or company value
Matching services
What we work with in holdings
- Pipeline analysisA comparable view of open opportunities and bottlenecks per company.Open
- Sales ManagementSales management as a rhythm in the portfolio company.Open
- External sales leaderWhen the sales leadership role in a holding is vacant.Open
- Cash ControlOperational cash flow overview at company level.Open
Frequently asked questions
Clearly answered.
Do you work with the holding company or with the business?
Operationally with the company, coordinated with the holding leads. Improvement happens in the company’s daily work, comparability arises at portfolio level.
Can you support a due diligence?
We can assess operational sales and process questions. We give no valuation or investment recommendation and guarantee no result of a review.
How many holdings can you support in parallel?
That depends on scope and depth. We start with one holding, check whether the view holds up, and then talk realistically about expansion.
