You refer a portco
You identify a portco that needs an operating lift. We run a 30-minute diagnostic and tell you honestly if we're the right fit.
We embed with the portco CEO, build the operating discipline that drives repeatable results, and report to you on the cadence you set. No managing us. No chasing updates.
PE operating partners are underwriting patterns across a portfolio. The problem is rarely unique. The execution gap always is.
Most operating partners have seen the same stalls before: a GTM motion with no pipeline discipline, a product that works but a narrative that doesn't, a team executing well on the wrong problem.
Velix closes those gaps quickly, with clear accountability to you and to the portco CEO. Everything we build is documented and handed off. The portco runs the motion. We move on.
How it works
The model is simple. The accountability is not optional.
You identify a portco that needs an operating lift. We run a 30-minute diagnostic and tell you honestly if we're the right fit.
The portco contracts directly with Velix. Two partners embedded, no subcontractor bench.
Monthly, quarterly, or at milestones. We report on outcomes, not activity.
Everything is documented and handed off. No dependencies created. The portco runs without us.
What the operating partner gets
Specific to the PE relationship.
Written updates on the cadence you set. Clear on what moved, what did not, and what the next 30 days are for.
Material issues reach you before the board meeting, not after.
When a board meeting is coming, we help the portco show up ready. Strategy, metrics, go-forward plan.
No synthesizing reports from a CMO, a COO, and a strategy advisor who are not talking to each other.
Portfolio-level relationship
A named Velix relationship across your portfolio. Diagnostic access, pattern sharing, no cold starts on the next referral.
This is a private arrangement. Ask about it on our next call.
Rapid triage for any portco, without a full engagement commitment.
What we see across portcos, anonymized, so your operating thesis gets sharper over time.
We know your thesis, your team, and how you want to be reported to.
Scope follows your portfolio size and how you want to work together.