The moment capital is deployed, the clock starts. In private equity, the first 90 days inside a portfolio company are the most consequential. Get them right, and you set the trajectory for the entire hold period. Get them wrong, and you spend the next three years playing catch-up.
Days 1–30: Diagnostic & Quick Wins
The first month is about understanding — deeply and quickly. Our team embeds inside the business, interviewing every department head, reviewing every financial statement, auditing every process. We identify the top three revenue levers and implement quick wins that generate immediate momentum.
Crucially, we also set up the KPI dashboard that the business has been missing. You can’t improve what you can’t measure, and most SMEs are flying blind when it comes to real-time performance data.
Days 31–60: Foundation Building
With the diagnostic complete, month two is about laying foundations. We launch the primary growth initiative identified in the diagnostic, implement financial controls and management reporting, and begin technology improvements and automation. Key hiring begins, and we establish the operating rhythm that will carry the business forward.
Days 61–90: Acceleration
By month three, the foundations are in place and it’s time to accelerate. We scale what’s working, launch the secondary growth channel, and optimise unit economics and contribution margins. The first investor report is prepared, and we set the 12-month strategic plan with clear milestones and accountability.
This structured approach — diagnostic, foundation, acceleration — is how we consistently deliver measurable results within the first quarter of every investment.
