top of page

Useful Resources

The PE Rollup Execution Diagnostic

Twelve questions. Four dimensions. A scored readiness check for buy-and-build programs. Use it before you close, during integration, or whenever the execution thesis needs a stress test.

Cybersecurity Team Checklist - Seven Shifts to Make Before the Next Threat Cycle

The gap between attacker iteration speed and enterprise procurement cycles is not closing on its own. These seven checks identify where your posture is mismatched with the current threat model. Work through them before your next security review, not after.

Operational Alpha Assessment Scorecard

A structured due diligence framework for evaluating genuine operational value creation capability in private equity. Designed for LP manager selection, GP self-assessment, and portfolio company readiness reviews.

OI Platform ROI: The Business Case Worksheet

Strategic Assessment Tool for Board and CFO Review

Platform Readiness Sequencing Worksheet

Complete this three-condition gate test before entering any vendor conversation.

90-Day Operational Process Reset Tracker

A structured four-page tool for tracking your reset progress, documenting each flow's latency baseline, building the multi-flow exposure calculation, and structuring the platform investment case for board and CFO review.

Meme Strategy Deployment Worksheet

A practical framework for movement organizers

bottom of page