SolutionsBy teamPrivate Equity

Run the value creation plan on one model, from the 100-day plan to exit.

“Which value creation levers are working, and which should we stop funding?”

Dotwork gives operating partners and portfolio company leaders one model for the value creation plan: each lever with the beliefs it rests on, the capital behind it, the cost base it changes and the evidence it is working. The same playbook runs in every portfolio company, so boards read results the same way.

Built for

  • Operating partners
  • Value creation teams
  • Portfolio company CEOs
  • Portfolio company CFOs
  • Deal teams
  • Portfolio company boards

Where to start

Strategy Validation

Start with the value creation plan as bets on the model. Cost, architecture and labor show where each lever lands.

The pressure

Every portfolio company reports differently, and the value plan lives in a deck.

After close, the value creation plan is tracked in slides and spreadsheets, each portfolio company reports its own way, and the cost base is hard to see below the P&L. By exit, proving which levers created the value means rebuilding the story from old board packs.

What it looks like today

  • Value creation plans tracked in decks and spreadsheets
  • Different reporting from every portfolio company
  • Technology and labor cost hard to see below the P&L
  • The exit story rebuilt from old board packs

What changes

What changes for your team.

The value creation plan in a deck

Each lever on the model, with an owner, capital and evidence

Every portfolio company reporting its own way

One playbook and one set of measures across the portfolio

Cost base visible only at the P&L

Technology, labor and vendor cost traced to capabilities

The exit story rebuilt at the end

A decision record that supports the exit story as you go

Methods and frameworks

Runs the methods you already use.

Dotwork does not ask your team to adopt a new method. The frameworks you run become views over the same model.

The model underneath

Every team, one model.

Executives, finance, architecture, the portfolio office, risk and the AI office each open their own views, over the same Enterprise Operating Model. When one team changes something, every other team sees it, and Dotwork AI reads all of it, stopping where the decision is yours.

See the Enterprise Operating Model

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