Pattern 01
Per-holding maturity assessment
The five-dimension scorecard run against each portfolio company gives the PE team a comparable readiness map across the portfolio, and routes investment into the holdings with the biggest unlock.
Who we serve · Private Equity
Repeatable value creation across the portfolio.
We rebuild the operations layer each holding runs on, foundation first, then run it for them. One operating layer rolled across portfolio companies, so each engagement compounds value-impact and runs faster and better measured than the last.
Four patterns
How the operating layer actually compounds across a PE portfolio.
Pattern 02
Standardized operating model
Same OS, different architectures. The operating model, Measure, Deliver, Continuously Improve, rolls out consistently across holdings while the architecture stays context-specific.
Pattern 03
One operating layer, replicated
The operations layer built at one portco compounds when replicated at the next, with agents doing the work where they compound. The platform IP retained on Zyos OS makes each engagement faster than the last.
Pattern 04
QBR cadence with the deal team
Per-portco QBR + a roll-up review with the PE team. Value-impact recap + variance vs target + re-prioritization, the artifact the IC can defend.
How it works
Foundation first per portco, then run for each holding.
Each engagement starts with Process Intelligence to rebuild the operations layer that company runs on, exactly the shape PE value-creation work usually needs. Then we run the verticals on top of it as Managed Operations.
Step one
Process Intelligence
Map and rebuild the operations layer per portfolio company. The company owns the solution at exit. Scoped per holding, with discovery in the engagement.
Read more
Step two
Managed Operations
Marketing, IT, Data and Insights, Automation, and Finance run on the new foundation, with agents doing the work where they compound. The same operating layer redeploys across holdings.
Read more
Exit readiness
The portfolio company owns what we build.
Every Architecture Brief addresses ownership, portability, vendor-lock-in mitigation, and the customer's ability to take the solution independent if the Zyos relationship ends. Retention through value, not through capture.
For PE deal teams + operating partners
One conversation per portco. One operating model across all.
Start with the holding that has the biggest readiness-vs-upside gap. The Opportunity Engine identifies it.
Private Equity
Insights and proof
Articles and case studies tied to this work.