We use a triage framework based on three factors: value-at-risk (companies underperforming investment thesis or approaching covenant issues), value-creation opportunity (companies positioned for significant growth acceleration with right intervention), and exit-readiness (companies in 12-18 month exit window where GTM gaps would affect valuation).

We typically recommend starting with 1-2 quick GTM health checks across your TMT portfolio (we can assess 3-4 companies in parallel over 2-3 weeks). This reveals where intervention delivers highest ROI. Not every portfolio company needs deep engagement—sometimes a rapid diagnostic and tactical playbook is sufficient.